Employer Industry: Financial Technology

Why consider this job opportunity:
- Competitive Bonus & Profit-Sharing Program
- Access to Medical, Vision, Dental, & Life Insurance
- Fortune 500 Level 401(k) plan
- Top 30% in the Nation PTO Plan
- Gym Stipend and Wellbeing Programs
- Ability to Work Remotely

What to Expect (Job Responsibilities):
- Guide new clients through the onboarding process, compiling necessary assets and facilitating setup
- Serve as the primary point of contact for client support during onboarding, providing technical solutions and troubleshooting
- Maintain regular communication with clients to gather feedback and advise on platform utilization
- Educate clients on platform features and implement training sessions for their team members
- Collaborate with the development team to ensure timely delivery of technical solutions that meet client needs

What is Required (Qualifications):
- B.S. degree preferred or equivalent experience
- 2+ years of related experience
- Comprehensive understanding of pipeline revenue, forecasted revenue, and sales cycle revenue management
- Proven ability to drive continuous value of products
- Attention to detail, strong organizational skills, and an absolute focus on quality of work

How to Stand Out (Preferred Qualifications):
- Previous experience in SaaS
- Experience in the lending industry

#FinancialTechnology #ClientOnboarding #RemoteWork #CareerGrowth #TeamCulture

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