Client Success Coach

This is a fully remote position, open to applicants in United States.

📋 Description

• Enhance users' understanding of the eMoney platform and boost its adoption.

• Design and implement scalable educational initiatives.

• Offer consultative onboarding and tailored coaching for advisors using the eMoney platform.

• Conduct onboarding programs, track progress and advisor satisfaction, and modify coaching topics as necessary.

• Stay informed about key features for new clients and partners introduced to the eMoney platform.

• Motivate users to complete coaching programs and re-engage those who are inactive.

• Maintain communication with users to ensure they stay on track and enhance their product knowledge through supplementary programs.

• Engage in targeted initiatives to boost retention via product adoption.

• Recognize and relay usability, procedural, and technical challenges to leadership.

• Participate in onboarding efforts for large enterprise clients.

• Support departmental documentation and undertake other assigned responsibilities.

⛳️ Requirements

• Bachelor’s degree in Computer Science, Education, Information Technology, or relevant work experience.

• Over 2 years of experience in software training or consultancy within the FinTech sector, emphasizing adult learning principles.

• Familiarity with learning management systems and e-learning tools.

• Knowledge of financial advisory services is preferred.

• Understanding of financial terminology and concepts.

• Minimal travel requirement of 0-5%.

• Excellent verbal and written communication skills along with strong interpersonal abilities.

• Capacity to communicate effectively with both technical and non-technical audiences.

• Problem-solving skills in a teamwork-oriented, innovative, and excellence-driven environment.

• Adaptability to change and competing priorities.

• Innovative approach to delivering coaching solutions.

• Strong organizational capabilities and meticulous attention to detail.

• Ability to engage with all levels within the organization.

• Solid understanding of financial instruments, planning techniques, and the financial sector.

• Skill in comprehending and conveying technical, industry-specific, and product-related concepts.

• Proficiency in Microsoft Office applications, including PowerPoint, Excel, and Word.

• Proficient in Salesforce.

🏝️ Benefits

• Annual bonus program.

• Retirement contributions.

• Health insurance.

• Sick leave.

• Parental leave.

• Paid time off.

• Inclusive, people-first culture.

• Equal employment opportunity workplace.