• Serve as the primary point of contact for new customers during their implementation phase, focusing on our larger customers.
• Guide new customers through initial hardware/software/ setup and system training to ensure a timely and successful onboarding/product adoption Monitor customer progress and activities to ensure adoption and timely activation.
• Demonstrate excellent ability to collaborate with cross-functional teams such as support, engineering, sales, and product management, financial products team to resolve complex issues and improve customer experience.
• Handle a large volume of phone conversations and email inquiries.
• Build customer loyalty by delivering exceptional customer service
• What We're Looking
• For: 3+ years prior experience in a customer-facing role (sales or support) Demonstrate Salesforce proficiency & your ability to use data to inform engagement plans.
• Demonstrate a clear understanding of what success looks like for customers and Motive.
• Effective listening and problem-solving skills.
• Excellent communication (both written and verbal) and presentation skills.
• Proven ability to manage multiple responsibilities with a high attention to detail and professionalism.
• Documentation, Data analysis, Reporting, SQL, and Salesforce experiences are a plus.
• Experience with fintech and spend management technology is a plus.
• Ability to build and maintain relationships with clients and their key personnel.
• Ability to create presentations, project plans, SAAS/Fintech implementation plans and monitor progress and productivity on it.
• Strong business background including project management, account management, problem-solving, business planning, and analytical skills.
• Receptive to feedback, willingness to learn and embrace continuous improvement