
Post-Sale Journey Specialist
6 days ago
We're looking for a detail-oriented individual to oversee the post-sale journey for our most important clients. In this role, you will drive high-impact launches, ensure seamless implementation, and set the foundation for long-term success on our platform.
The Impact You'll Have- Collaborate with customers and internal teams to understand their needs, goals, and strategies.
- Create a strategy for a seamless launch and implementation that maximizes adoption and usage.
- Manage timelines and project plans for implementation, ensuring effective communication and stakeholder management.
- Develop and implement training programs for customers, including video collateral, office hours, and/or training sessions.
- Complete tactical and technical account setup, including API, SFTP, or expense integrations and submitting Monthly Billing Applications to Finance.
- Work closely with cross-functional teams to ensure a smooth onboarding and strong client experience.
- Bachelor's Degree in a relevant field.
- At least 3 years of experience in a client-facing role and/or project management.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and collaboration abilities.
- Proficient in data analysis and interpretation.
- Ability to influence stakeholders and drive decision-making.
- Strong prioritization skills and ability to manage time effectively.
- Outstanding interpersonal skills, both written and verbal communication, and strong group facilitation skills.
- Exceptional organizational skills and attention to detail.
- Speed, resourcefulness, and a go-getter attitude.
- Drive to contribute to a positive team environment and collaborate with peers.
- Tech-savviness, with Salesforce experience a plus.
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