Onsite Client Enablement Specialist

Cotality; Las Vegas (NV); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Cotality is seeking an Onsite Client Account Services & Trainer to empower enterprise clients with hands-on education and expert guidance. You will lead 1:1 coaching, live webinars, and on-site workshops to unlock the full value of our technology solutions and data platforms.

You will configure client workflows, diagnose issues, and coordinate with product management, engineering, and QA to ensure seamless service.

Qualifications

• Strong troubleshooting and analytical capabilities with experience configuring enterprise software, troubleshooting web/cloud applications, and understanding data workflows.
• Outstanding verbal presentation and teaching skills, with a proven ability to explain complex technical concepts clearly to non-technical and executive stakeholders.
• Superior written and interpersonal communication skills, marked by active listening, patience, empathy, and consultative problem-solving.
• High degree of self-motivation and accountability, with the ability to manage competing priorities independently under general supervision while actively contributing to a collaborative team environment.
• Willingness and ability to travel to client sites locally when needed

Responsibilities

• Deliver Engaging Training Programs: Design, coordinate, and lead high-impact training sessions—including personalized 1:1 coaching, live interactive webinars, and classroom-style workshops—tailored to diverse client learning styles and user skill levels.
• On-Site Client Engagement: Travel to client corporate offices to conduct hands-on product onboarding, facilitate multi-day implementation workshops, and foster strong executive and operational relationships.
• Develop Training Collateral: Partner with product teams to create easy-to-follow instructional materials, quick-reference guides, walkthrough videos, and best-practice documentation.
• Configure Client Solutions: Analyze unique business workflows and technical requirements to configure applications, features, and system integrations to meet client objectives.
• Incident Management & Troubleshooting: Provide Tier 2/technical support, diagnosing software issues, analyzing product usage patterns, and coordinating swift incident resolution to minimize disruption to client operations.
• Cross-Functional Bridge: Serve as the primary technical liaison between clients and internal product management, engineering, and quality assurance teams to resolve complex technical hurdles and deliver seamless service.
• Identify Growth Opportunities: Monitor and evaluate system implementations and adoption metrics to proactively uncover workflow bottlenecks, optimization opportunities, and additional training needs.
• Drive Strategic Projects: Take ownership of technical initiatives of moderate complexity with guidance and mentorship from senior team members, continually improving team knowledge bases and service delivery processes

Skills

Technical Aptitude

Facilitation & Presentation

Client Relationship

Team Collaboration

Travel Flexibility

Education

Bachelor's degree

Job description

Cotality is seeking an Onsite Client Account Services & Trainer to empower enterprise clients with hands-on education and expert guidance. You will lead 1:1 coaching, live webinars, and on-site workshops to unlock the full value of our technology solutions and data platforms.

You will configure client workflows, diagnose issues, and coordinate with product management, engineering, and QA to ensure seamless service.