Lead client onboarding and implementation processes, including conducting needs assessments, creating project plans, and ensuring successful product adoption.
- Conduct regular project status meetings with clients and internal stakeholders.
- Collaborate with cross-functional teams, including sales, development, and support, to ensure client requirements are met and expectations are exceeded
- Provide ongoing customer support and training to ensure continued product adoption and satisfaction.
- Monitor and analyze client feedback to identify trends and areas for improvement, and proactively recommend solutions to enhance the customer experience.
- Partner with Knowledge Management to develop and maintain internal and external training materials, including product guides, FAQs, and best practices.
- Ensure customer data and information is accurate, up-to-date, and secure.
- Stay current on industry trends and technology advancements, and make recommendations for improvements to enhance the client experience
Requirements
- Bachelors degree in a related field such as Business, Computer Science, or Communications.
- At least 5 years of experience in SaaS platform implementation, preferably in a client-facing role.
- Strong project management and communication skills.
- Excellent analytical and problem-solving skills.
- Ability to work independently and manage multiple projects simultaneously.
- Experience with software implementation methodologies and tools.
- Strong understanding of cloud-based software and infrastructure.
- Ability to quickly learn new technologies and software platforms.
- Familiarity with tools like Google Sheets, SFDC, Domo, Pendo, JIRA, Excel, Macro, V Lookups, and python or any other scripting language to transform the data.