Engagement Advisor

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

📋 Description

• Oversee multiple onboarding projects simultaneously, effectively balancing the priorities of business outcomes, customer satisfaction, and technical excellence.

• Actively reach out and conduct virtual meetings with customers to ensure a smooth transition from the sales team, fostering strong relationships with Elation clients.

• Cultivate and sustain positive business relationships with the Sales organization across all levels to promote sales growth.

• Proactively assess customer needs, challenges, and expectations while identifying opportunities for internal process enhancements.

• Take ownership of all project results and assign tasks to team members, establishing targets for milestones and meeting deadlines.

• Analyze data and reports to uncover trends within your customer segment.

• Collaborate with Customer Success and Support teams when necessary to address issues for onboarding customers.

⛳️ Requirements

• Bachelor's degree or equivalent experience

• 2-3 years of experience in a customer-facing success role

• Project management experience is essential

• Highly collaborative, organized, and execution-focused with strong presentation capabilities

• Strong enthusiasm for building relationships with customers and acting as a trusted advisor during their onboarding journey

• Excellent written and verbal communication skills that convey professionalism

• Process-oriented mindset with meticulous attention to detail

• Ability to manage a large customer base and engage with your portfolio by implementing strategic technology solutions

• Experience in healthcare or SaaS is advantageous; a genuine interest in healthcare is required.

🏝️ Benefits

• Health insurance

• Paid time off