Client Success & Training Lead

First American; Georgia; On-site; USD 74,000 - 99,000; Full time

Job summary

First American seeks a senior client training specialist in Georgia to deliver training and conduct product demonstrations, assessing customer needs and guiding applications across mortgage and real estate workflows.

You will travel to client sites, train offshore teams, and influence business processes while supporting software solutions and developing client-friendly materials. A Bachelor's degree and 7+ years of relevant experience are required.

Qualifications

• Typical Education: Bachelor's degree or equivalent combination of education and experience.
• 7+ years of directly relevant work experience, mortgage or insurance industry preferred.
• Proficient in Microsoft applications and ability to learn custom applications (Siebel, SWAN, PTS, A/R).

Responsibilities

• Provide customer training and product demonstrations at client sites.
• Serve as liaison to offshore customer service operations and input to policies and procedures.
• Recommend process improvements, product enhancements, and software viability from a customer perspective.
• Provide technical support: analyze customer systems, troubleshoot, coordinate fixes and resolutions.
• Participate in client meetings addressing escalations at loan, process, and initiative levels.
• Develop client-facing materials (Power Point, Word, Excel) to guide clients.
• Regularly report on activities within your team and client base.
• Coordinate cross-functional and cross-department meetings to resolve issues.

Skills

Excellent verbal and written коммуника

Education

Bachelor's degree or equivalent

Tools

Siebel

SWAN

PTS

A/R

Job description

First American seeks a senior client training specialist in Georgia to deliver training and conduct product demonstrations, assessing customer needs and guiding applications across mortgage and real estate workflows.

You will travel to client sites, train offshore teams, and influence business processes while supporting software solutions and developing client-friendly materials. A Bachelor's degree and 7+ years of relevant experience are required.