Responsibilities
- Act as the main contact for new customers during their implementation phase, focusing on larger accounts.
- Lead new customers through initial setup and training to ensure smooth onboarding and product adoption.
- Track customer progress and activities to ensure timely activation and adoption.
- Work closely with various teams, including support, engineering, sales, and product management, to resolve complex issues and enhance customer experience.
- Manage a high volume of phone calls and email inquiries.
- Foster customer loyalty through exceptional service.
Requirements
- 3+ years of experience in a customer-facing role, such as sales or support.
- Proficient in Salesforce and using data to inform engagement strategies.
- Clear understanding of customer and company success metrics.
- Strong listening and problem-solving skills.
- Excellent written, verbal, and presentation skills.
- Ability to manage multiple tasks with high attention to detail and professionalism.
- Skill in building and maintaining client relationships and key personnel.
- Ability to create presentations, project plans, and monitor progress.
- Strong business background including project management, account management, problem-solving, business planning, and analytical skills.
- Open to feedback and committed to continuous learning and improvement.
Nice to Have
- Experience with documentation, data analysis, reporting, SQL, and Salesforce is beneficial.
- Experience with fintech and spend management technology is advantageous.
Compensation
Not specified
Work Arrangement
Not specified
Team
Not specified
Responsibilities
- Serve as the primary point of contact for new customers during their implementation phase, focusing on our larger customers.
- Guide new customers through initial hardware/software/ setup and system training to ensure a timely and successful onboarding/product adoption
- Monitor customer progress and activities to ensure adoption and timely activation
- Demonstrate excellent ability to collaborate with cross-functional teams such as support, engineering, sales, and product management, financial products team to resolve complex issues and improve customer experience
- Handle a large volume of phone conversations and email inquiries
- Build customer loyalty by delivering exceptional customer service
Required
- 3+ years prior experience in a customer-facing role (sales or support)
- Demonstrate Salesforce proficiency & your ability to use data to inform engagement plans
- Demonstrate a clear understanding of what success looks like for customers and Motive
- Effective listening and problem-solving skills
- Excellent communication (both written and verbal) and presentation skills
- Proven ability to manage multiple responsibilities with a high attention to detail and professionalism
- Ability to build and maintain relationships with clients and their key personnel
- Ability to create presentations, project plans, SAAS/Fintech implementation plans and monitor progress and productivity on it
- Strong business background including project management, account management, problem-solving, business planning, and analytical skills
- Receptive to feedback, willingness to learn and embrace continuous improvement
Preferred
- Documentation, Data analysis, Reporting, SQL, and Salesforce experiences are a plus
- Experience with fintech and spend management technology is a plus
Not specified
