Conduct regular and proactive meetings to share best practices, provide use case demonstrations to illustrate key product functionality, communicate releases and gather feedback on the impact the product and its features have on customer business needs
Guide customers through the onboarding process and set up the product according to customer requirements, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements
Track key success metrics and provide data and feedback to the Product team to inform new features and priorities
Required qualifications, capabilities and skills
Communication
Relationship management
Data analysis
Problem solving and resolution management
Time management
Strategic thinking
Agile/Scrum familiarity
Job Classification
Industry: Financial ServicesFunctional Area / Department: Customer Success, Service & OperationsRole Category: Non VoiceRole: Customer Onboarding - Non VoiceEmployement Type: Full time