FinTech Client Success Coach: Onboarding & Adoption

eMoney Advisor; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Retirement contributions

Health insurance

Paid time off

Sick leave

Parental leave

Job summary

eMoney Advisor is seeking a skilled onboarding coach to guide users through a customized onboarding program. You will deliver consultative coaching, execute onboarding plans, monitor progress, and adjust topics to fit each client.

In this role you will engage users to re-engage, drive product adoption, and support retention. A bachelor's degree and 2+ years in FinTech software training are required; strong communication and organizational skills are essential.

Qualifications

• Bachelor's degree and 2+ years of software training or consultancy in FinTech.
• Working knowledge of financial advisory services, learning management systems, and e-learning tools.
• Strong communication, organizational, and problem-solving skills.

Responsibilities

• Deliver consultative coaching to guide users through a customized onboarding program.
• Execute onboarding plans, monitor progress, and adjust coaching topics as needed.
• Proactively engage users to re-engage, increase product adoption, and support retention.

Skills

Communication

Organizational

Problem-solving

Education

Bachelor's degree

Tools

LMS (Learning Management Systems)

E-learning tools

Job description

eMoney Advisor is seeking a skilled onboarding coach to guide users through a customized onboarding program. You will deliver consultative coaching, execute onboarding plans, monitor progress, and adjust topics to fit each client.

In this role you will engage users to re-engage, drive product adoption, and support retention. A bachelor's degree and 2+ years in FinTech software training are required; strong communication and organizational skills are essential.