Agility Talent, LLC
Success Manager – Onboarding
Agility Talent, LLC, New York, New York, United States,
Our client is a global Fintech company that is a premier leader in CRM solutions for the Financial industry. Their technology is the industry’s first connected growth platform, integrating fundraising and deal management workflows with data security, content management and company intelligence.The Role
This position is a dynamic and hands-on role that requires working with all parts of the business to deliver the best experience for our clients.The role is heavily client facing and requires strong interpersonal and organizational skills. Strong analytic skills are required to quickly understand a client’s requirements and create a solution. Additionally, experience with Salesforce.com would make for an ideal candidate.Responsibilities for Success Manager:
You will be responsible for the day-to-day management of client accounts including support, onboarding, training, as well as developing lasting relationships on an ongoing basis. You will also be responsible for understanding clients’ needs and creating solutions that match their individual requirements.Onboarding Clients:
Lead the implementation/onboarding of the productUnderstand a client’s business and customize the product to fit their needsCreate presentations & project plansWork with the training team to create a unique training experienceDevelop lasting relationships with clientsUnderstand client needs and create solutions & customization on the productQualifications for Success Manager:
1-3+ years Implementation/Onboarding and Client Relationship ExperienceExperience with Salesforce.comKnowledge of the financial services industry a plusStrong analytical skillsDetail oriented, disciplined and organizedSomeone who gets a kick out of making customers successfulHappy to work in a fast growth, hard working environmentBachelor’s DegreeSalary: $50,000 - $70,000Location
New York, NYApply For This Position
Your Name (required)Your Email (required)Upload ResumeWhat are you looking for? Any additional information we should know? Recommendations? We want to know to better assist you.
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This position is a dynamic and hands-on role that requires working with all parts of the business to deliver the best experience for our clients.The role is heavily client facing and requires strong interpersonal and organizational skills. Strong analytic skills are required to quickly understand a client’s requirements and create a solution. Additionally, experience with Salesforce.com would make for an ideal candidate.Responsibilities for Success Manager:
You will be responsible for the day-to-day management of client accounts including support, onboarding, training, as well as developing lasting relationships on an ongoing basis. You will also be responsible for understanding clients’ needs and creating solutions that match their individual requirements.Onboarding Clients:
Lead the implementation/onboarding of the productUnderstand a client’s business and customize the product to fit their needsCreate presentations & project plansWork with the training team to create a unique training experienceDevelop lasting relationships with clientsUnderstand client needs and create solutions & customization on the productQualifications for Success Manager:
1-3+ years Implementation/Onboarding and Client Relationship ExperienceExperience with Salesforce.comKnowledge of the financial services industry a plusStrong analytical skillsDetail oriented, disciplined and organizedSomeone who gets a kick out of making customers successfulHappy to work in a fast growth, hard working environmentBachelor’s DegreeSalary: $50,000 - $70,000Location
New York, NYApply For This Position
Your Name (required)Your Email (required)Upload ResumeWhat are you looking for? Any additional information we should know? Recommendations? We want to know to better assist you.
#J-18808-Ljbffr