Client Onboarding Specialist - Burlington, United States - Ceres Group

Ceres Group Burlington, United States

1 day ago

Description

We are 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.

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:

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

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