Related skills
fintech data analysis salesforce saas sql📋 Description
- Primary contact for new customers during implementation (focus on larger customers)
- Guide customers through hardware/software setup and training for onboarding
- Monitor progress to ensure adoption and activation
- Collaborate with support, engineering, sales, and product to resolve issues
- Handle high volumes of phone and email inquiries
- Build customer loyalty through exceptional service
🎯 Requirements
- 3+ years in customer-facing roles (sales or support)
- Salesforce proficiency; ability to use data to inform engagement plans
- Understand success metrics for customers and Motive
- Strong listening and problem-solving skills
- Excellent written and verbal communication and presentation skills
- Proven ability to manage multiple responsibilities with attention to detail
- Experience with documentation, data analysis, SQL, and Salesforce a plus
- Experience with fintech and spend management tech a plus
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