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:
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 three-four days a week onsite in our Boston office.

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