Professional Service Consultant

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

📋 Description

• Oversee the customer onboarding process, which includes system configuration, user training, and managing customer relationships.

• Establish and nurture strong connections with key clients, acting as their trusted advisor.

• Tailor and enhance account settings to align with client specifications.

• Facilitate product training sessions through video conferencing, customizing the training to meet customer needs.

• Conduct regular follow-ups with customers throughout the onboarding process to boost product engagement and utilization.

• Act as the main point of contact during the onboarding phase, addressing any product usage inquiries or concerns.

• Acquire in-depth knowledge of the Guesty platform to effectively assist customers.

• Troubleshoot and resolve technical issues that hinder optimal system usage.

• Evaluate customer business and technical requirements, recommending optimized configurations and best practices.

• Collect customer feedback and communicate it to Product teams.

• Develop best practices and onboarding resources.

• Gather customer specifications, oversee data migration and validation, and set up software configurations.

• Resolve escalated customer issues in collaboration with the Customer Success Manager and Customer Experience team.

⛳️ Requirements

• A minimum of 3 years in a similar position as a Professional Services Consultant, Technical Account Manager, or Enterprise Support Engineer, preferably within a B2B SaaS environment.

• Extensive hands-on experience with trust accounting, property management accounting, or financial SaaS solutions.

• Strong technical knowledge and analytical abilities, demonstrated through effective problem-solving and decision-making skills.

• A degree in a STEM field (Science, Technology, Engineering, Mathematics) or relevant technical work experience.

• Excellent interpersonal and communication abilities, with the capability to convey technical concepts to stakeholders with varying levels of technical expertise.

• Prior experience managing a project and being accountable for its success, ideally in a commercial context.

• Capacity to juggle multiple tasks and projects in a dynamic work environment.

• Proficient time-management skills, able to manage several tasks at once.

• Quick learner of new products and technologies, with an awareness of industry trends.

• Friendly, patient, and professional demeanor, ensuring a positive customer experience.

• A strong commitment to client success and satisfaction, willing to go above and beyond to exceed expectations.

• Familiarity with Salesforce is advantageous but not essential.

• Intermediate proficiency in Google Suite.

• Required skills in Excel.

• Understanding of basic trust accounting and experience with balancing ledgers, reporting, and bank reconciliations is a plus.

• Knowledge of French, Italian, or German as a second language is an added benefit.

🏝️ Benefits

• Equal employment opportunities regardless of race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.