Added
4 days ago
Location
Type
Full time
Salary
Salary not provided

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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