Overview
Hybrid2 Days a week onsite 128 beltway
Depends on Experience
Full Time
Skills
investment accounting
manage customer relationships
Onboarding
Job Details
A well funded, rapidly growing fintech firm that still embodies a small start-up culture. You will still be in the early stages and have a hand in maturing and developing our globally used platform. Hiring Boston based Customer Onboarding Specialists to help set up these high-value customers for success through a clearly defined implementation process.
As a Customer Onboarding Specialist, you will educate new customers, help solve functional/technical problems, and ensure the smooth adoption of our products. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.
Key Responsibilities:
- Own and manage customer relationships from the point of sale through successful implementation
- Develop measurements to help understand the impact of successful implementation
- Create initiatives that help to drive successful product implementation
- Help the customer define their needs and manage their timeline toward seeing value
- Work with sales, product, and support teams to ensure that each piece of the journey meets or exceeds customer expectations
- Build evergreen content and resources for customers (and other organizations) to use for education and to drive rapid product adoption
- Become a FundGuard expert and discuss or educate on any nuance of the product internally and externally
- Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
- Create repeatable processes, resources, and frameworks to use when onboarding customers
- Successfully transfer customer relationships to a customer success manager after onboarding
REQUIREMENTS
- Technical and functional knowledge of enterprise investment accounting software
- An understanding of market needs and current use cases of businesses
- Strategically minded helping customers come up with their overall strategy with our product
- Financial services industry project management experience
- Pleasant and straightforward phone and video manner
- Excellent written communication
- Organizational skills working with multiple customers
- Highly self-motivated and driven
- The ability to shift priorities quickly when necessary
- Bachelor s degree or higher
- Co-locating with the client when necessary
- Working two - days a week onsite in our 128 beltway office