About the Role
The role involves supporting clients during implementation, configuring software, delivering training, and ensuring timely onboarding with a focus on user success.
Responsibilities
- Guide new clients through onboarding process
- Configure platform settings based on client needs
- Deliver personalized training sessions in French
- Respond to client inquiries promptly
- Troubleshoot initial setup issues
- Coordinate with technical teams for issue resolution
- Monitor onboarding timelines and milestones
- Customize onboarding materials for French-speaking users
- Gather client feedback during implementation
- Ensure data is correctly imported and validated
- Maintain accurate client records
- Communicate project status to stakeholders
- Adapt training to different client industries
- Support adoption of financial planning features
- Escalate complex technical issues appropriately
- Follow implementation best practices
- Use CRM to track client interactions
- Maintain consistency in client experience
- Identify opportunities for process improvements
- Work closely with customer success team
- Ensure compliance with data handling policies
- Provide post-onboarding support as needed
- Assist in translating documentation when required
- Stay updated on product changes
- Support clients across different time zones
Compensation
Competitive salary with benefits
Work Arrangement
Remote, flexible hours with team coordination
Team
Collaborative, cross-functional team focused on client onboarding
Why This Role Matters
- Clients rely on clear guidance during onboarding to achieve early success.
- Effective implementation increases long-term product adoption and satisfaction.
What to Expect
- Onboarding typically lasts several weeks with regular check-ins.
- You’ll work directly with decision-makers and end-users across organizations.
Not available
