- 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.
- 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.
- Bachelors degree or higher.
- Co-locating with the client when necessary.
- Working three-four days a week onsite in our Boston office.
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Onboarding Specialist - Boston, United States - FundGuard
Description
FundGuard is a rapidly growing software technology company that still embodies a small start-up culture. Our primary customers are global custody banks, asset servicers and institutional asset managers. We are 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:
