FinTech Client Success & Adoption Coach

eMoney Advisor; United States; À distance; USD 65 000 - 85 000; Plein temps

Avantages offerts par ce poste

Annual bonus program

Retirement contributions

Health insurance

Sick leave

Parental leave

Paid time off

Résumé du poste

eMoney Advisor seeks a Client Success Coach to enhance user product knowledge and drive adoption of the eMoney platform. This role emphasizes adult learning principles and a consultative approach to onboarding for advisors, ensuring seamless integration into their workflows.

The position requires strong communication, organizational skills, and familiarity with the eMoney platform. Travel is modest, up to 5%.

Qualifications

• Bachelor's degree in Computer Science, Education, Information Technology, or equivalent work experience.
• 2+ years of experience in software training or software consultancy in the FinTech Industry with focus on adult learning principles.
• Working knowledge in learning management systems and e-learning tools.

Responsabilités

• Deliver consultative coaching to guide users through a customized onboarding program.
• Execute onboarding program, monitor progress and advisor satisfaction, adjust topics as needed.
• Maintain knowledge of key features of new clients launched on the platform.
• Proactively encourage users to complete coaching to support business growth.
• Reach out to re-engage users in the learning program to increase system usage.

Connaissances

Adult learning

Coaching

Communication

FinTech knowledge

Salesforce

Formation

Bachelor's degree in CS/Ed/IT

Outils

Learning Management Systems

e-learning tools

Salesforce

Description du poste

eMoney Advisor seeks a Client Success Coach to enhance user product knowledge and drive adoption of the eMoney platform. This role emphasizes adult learning principles and a consultative approach to onboarding for advisors, ensuring seamless integration into their workflows.

The position requires strong communication, organizational skills, and familiarity with the eMoney platform. Travel is modest, up to 5%.