Customer Success Advisor - must live in Florida

Informativ; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, and Vision insurance

401(k) with company match

Paid time off and holidays

Ongoing professional development and培训

Job summary

Informativ LLC is seeking a Client Success Advisor to deploy our software to automotive and financial services clients, delivering on-site and remote training and ensuring successful implementations.

You will train dealership personnel, coordinate training materials, and guide customers through go-live, data migration, and UAT while staying current with product updates and best practices. This role requires residing in Florida and entails 100% travel.

Qualifications

• 2+ years software training experience.
• Experience with executing customer-facing implementation or product delivery projects.
• Demonstrated experience managing multiple priorities and balancing competing priorities.
• Excellent interpersonal/communication and presentation skills.

Responsibilities

• Delivers classroom training onsite and regionally, assessing training needs, developing courses, and instructing on installation and ongoing use of Informativ products.
• Provides training on a range of Informativ software products, tools, support and practical setups at client sites.
• Gains expert operating knowledge of assigned products through customer visits, interviews, and class attendance.
• Coordinates training materials, meets project deadlines and quality requirements, delivers training packages and updates materials.
• Develops training goals and standards and suggests updates to management.
• Trains dealership accounting personnel and others on utilizing Informativ DMS in a Retail Automotive Dealership.
• Learns and delivers Training Processes to effectively execute installation training.
• Completes required training, reporting, signoffs, and other admin tasks before deadlines.
• Continuously upgrades training and product skillsets to stay current and expand knowledge.
• Plans travel and expenses per guidelines.
• Communicates ideas for improvement.
• Participates in installations, support requests, and training to assure quality control.
• Provides SME input to understand business requirements and product setup requirements.
• Guides customers on best practices for processes and system usage to maximize ROI.
• Establishes base software installation pack and configures system to operate as expected.
• Performs system integration testing and escalates issues to manager.
• Manages data migration activities if required to ensure data import, validation, and sign-off prior to go-live.
• Verifies with client via UAT that system is configured correctly.
• Executes production cut-over on go-live date.
• Provides on-site support to end users to ensure proper use of products.
• Performs additional tasks as assigned.
• Must live in Florida.
• Experience in automotive or SaaS industry.
• 100% Travel Required.

Skills

Software training

Customer-facing implementations

Prioritization

Interpersonal/communication

Presentation skills

Job description

Informativ LLC offers credit report and compliance solutions to the automotive and general consumer finance industries across the United States. The Company optimizes and automates the consumer finance qualification process through a fast, easy-to-use, and secure software platform made available to its extensive network of software affiliate partners. Informativ’s products and solutions place a heavy emphasis on compliance and identity verification to support the credit application and credit report process. Please visit www.informativ.com for additional information.

Position Description

The Client Success Advisor is responsible to deploy Informativ software effectively and efficiently to our customers, working as a key implementation team member, training all customers onsite and remotely.

Position Responsibilities & Essential functions:

• Delivers classroom training both onsite and in the regional classroom, providing training needs assessment, course development and instruction for the installation and ongoing use of INFORMATIV products.
• Provides training on a range of INFORMATIV software products, tools, support and practical set-ups found at typical client sites.
• Gains expert operating knowledge of assigned products while researching activities through customer visits, interviews, reading relevant documents and attending classes.
• Coordinates training materials, meets project deadlines and quality requirements, delivers training packages and provides support for existing training materials.
• Develops training goals and course content standards and guidelines that will be used in training and makes recommendations to management on needed additions/changes to them.
• Training dealership accounting personnel and other personnel on the utilizing INFORMATIV DMS in a Retail Automotive Dealership
• Learning and delivering Training Processes to effectively execute the installation training
• Efficiently complete all required training, reporting, signoffs, and other administrative items prior to deadlines.
• Continuously upgrade training and product skillsets to stay current and expand your knowledge.
• Plan travel and expenses according to guidelines.
• Effectively communicate ideas for improvement.
• Participate in installations, support requests, and training execution to assure quality control in training.
• Provide technical subject matter expertise by engaging key stake holders to understand business requirements and identify product and product setup requirements.
• Guide and advise the customer in terms of best practice operational processes and system usage practices to achieve best ROI for the selected product set
• Establish the base software installation pack and configure the system to operate as expected.
• Perform system integration testing, escalating any issues to manager.
• Manage and execute data migration activities (if required) to ensure the existing customer data is imported, validated, and signed off by the customer prior to go-live.
• Verify with the client through UAT (user acceptance testing,) that the system is configured correctly
• Execute the cut-over to production on the agreed go-live date
• Provide on-site support to end users to guide, advise, train, and verify that users are able to undertake their roles using the products.
• Perform and complete any additional tasks as assigned.
• Must live in Florida
• Experience working in an automotive or SaaS industry.
• 100% Travel Required

Qualifications & Job Requirements:

• 2+ years software training experience
• Experience with executing customer-facing implementation or product delivery projects
• Demonstrated experience managing multiple priorities and balancing competing priorities
• Excellent interpersonal/communication and presentation skills

Compensation and Benefits:

• Competitive base salary with commission based on performance.
• Health, Dental, and Vision insurance.
• 401(k) with company match
• Paid time off and holidays
• Ongoing professional development and training

Informativ is proud to be an equal opportunity employer committed to building a "best in class" work environment. We offer a rich benefit package including paid time off, health insurance, and 401(k).