Assisting in the full system lifecycle to ensure successful customer and sales engagement. Collaborating with technical teams to gather requirements and validate solutions.
Responsibilities
Contribute to the full system lifecycle; from customer and sales engagement, requirements gathering and criteria analysis, to reviewing fulfillment of the solution for internal and external customers.
Successful analysis of customer business requirements by assisting the technical team with developing an end-to-end processing solution that includes design, setup, test, delivery, and documentation.
Validate batch & online system setup and output based on requirements from the customer, including direct customer communication to audit the results.
Analyze and interpret how industry changes will affect program execution, fulfillment, and solution delivery.
Requirements
Bachelor’s degree or equivalent relevant work experience, preferably in the Financial Services industry.
Excellent communication and interpersonal skills.
Internal and external customer facing experience.
Ability to translate technical and functional requirements and collaborate with technical counterparts.
Can explain technical concepts in layman's terms to a non-technical audience.
Strong problem solving skills and ability to act decisively in fast paced, frequently changing environment.
Proven ability to work independently, manage simultaneous assignments and effectively prioritize workload with competing priorities.
Familiarity working with data.
Benefits
Flexible time off
Workplace flexibility
Professional growth through tuition reimbursement, conferences and seminars
Client Success Associate handling post - sales account management and campus launches for Grubhub Campus services. Driving customer engagement and managing cross - functional teams for successful implementations.
Customer Success Specialist with Greek improving customer engagement and retention in fintech environment at myPOS. Focus on driving value and satisfaction through outreach and support across multiple markets.
Director leading Lewisville Customer Success Center, ensuring top customer service standards across touchpoints. Strong focus on performance metrics and continuous improvement.
Course Operations Manager overseeing TEC program delivery and supporting student success across multiple cohorts. Collaborating with faculty and TAs to ensure high - quality education delivery.
Manager overseeing CRM system operations for a leading healthcare company using Salesforce to enhance customer engagement. Ensuring platform stability and supporting commercial stakeholders across multiple business units.
Client Success Associate managing post - sales relationships and engaging with university dining programs at Grubhub. Responsible for launching new campuses and ensuring client growth and satisfaction.
CRM Specialist at Jaja building customer journeys with data - driven marketing strategies. Collaborating with teams to enhance customer experience through efficient CRM processes.
AI/Scaled Customer Success Lead developing automation systems for customer success at Lovable. Spearheading customer engagement strategy and lifecycle automation in a fast - paced environment.
AI Success Strategist driving AI adoption and operational excellence for Zendesk. Leading AI roadmap delivery and ensuring measurable business impact for customers.