Motive - Implementation Consultant
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Requirements
• 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
Responsibilities
• 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
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