Senior Client Implementation Specialist (Remote)

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; California (MO); On-site; USD 39,000 - 98,500; Full time

Benefits offered by this job

Medical, dental, vision

401k

PTO / paid sick leave

Employee stock purchase plan

Job summary

First American in Los Angeles County is seeking a client services professional to provide proactive support, analyze client needs, and help align products and services with client goals.

You will train customers, conduct online meetings, support demonstrations, document SOPs, and collaborate with internal teams to deliver effective solutions with clear communication.

Qualifications

• 3+ years of related experience.
• Strong analytical and problem solving abilities.
• Excellent written and oral communication skills.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Bachelor's degree or equivalent combination of education and experience.

Responsibilities

• Provide a wide range of support to proactively identify, support and address client needs.
• May act as the team’s resource and subject matter expert.
• Work with management and internal teams to identify client implementation needs and develop configurations.
• Identify, develop, and deliver training and education to clients.
• Conduct online meetings/conference calls to orient clients, present new functionality, deliver training.
• May be involved in pre-sales product demonstrations or provide assistance in scoping projects or developing proposals.
• Document and organize SOPs, process workflows and statistical data.
• Participate in a range of presentations, gather information, create materials, present findings, lead discussions.
• Identify trends, share customer insights, and provide recommendations for solutions to management.

Skills

Analytical skills

Customer service

Data management

Communication skills

Presentation skills

Teamwork

Education

Bachelor's degree

Tools

MS Office

Job description

Who We Are

Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Provides support for the implementation and effectiveness of products, services and technical or business systems, software, or solutions so that customers reach their desired outcomes using FA products. Assists in the development of project plans to define success for customers, manage change and resources, and ensure that implementations are completed on time, within budget and meet client expectations. Train customers in best practices and participate in onboarding activities to help customers maximize FA products and services. May be involved in the coordination and communication of timelines and status to clients, external partners, internal teams, management, and impacted groups.

How You\'ll Contribute

• Provide a wide range of support to proactively identify, support and address client needs.
• May act as the team’s resource and subject matter expert.
• Work closely with management and internal teams to identify client implementation needs and develop configurations which support business and client processes.
• Identify, develop, and deliver training and education to clients
• Conduct online meetings/conference calls to orient clients, present new functionality, deliver training, and collaborate with clients about concerns.
• May be involved in pre-sales product demonstrations or provide assistance in scoping projects or developing proposals.
• Document and organize SOPs, process workflows and statistical data.
• Participate in a range of presentations, gather information, create materials, present findings, lead discussions with internal teams and clients
• Identify trends, share customer insights, and provide recommendations for solutions to management.

What You\'ll Bring

• 3+ years of related experience
• Strong analytical skills to determine root cause of problems and apply creative and effective solutions
• Ability to analyze a situation, interview, formulate questions, and probe for deeper knowledge/ understanding
• Strong customer service skills
• Data management skills to analyze data and provide recommendations on findings
• Knowledge of general business, production, and/or operation environment and general cost benefit awareness
• Strong written and oral communication skills to define parameters to meet business requirements; creates documents which define build requirements
• Presentation skills
• Proficient in Microsoft Word, Excel and PowerPoint
• Bachelor\'s degree or equivalent combination of education and experience

Pay Range: $73,900.00 - $98,500.00 Annually

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

• Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it\'s the right thing to do, but because it\'s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.