Senior Client Onboarding & Solutions Specialist

First American; California (MO); On-site; USD 74,000 - 99,000; Full time

Job summary

First American is seeking a client-focused analyst to deliver proactive client support and training, work with management to tailor configurations for client processes, and assist in scoping projects. The role emphasizes data-driven recommendations and strong communication with clients.

Candidates should bring 3+ years of experience, solid analytical skills, and proficiency in Word/Excel/PowerPoint while collaborating with internal teams across multiple departments.

Qualifications

• 3+ years of related experience.
• Strong analytical and problem-solving abilities.
• Excellent written and oral communication skills.
• Data analysis and interpretation to inform recommendations.

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 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.

Skills

Analytical skills

Customer service

Data management

Presentation skills

Written and verbal communication

Microsoft Word/Excel/PowerPoint

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Job description

First American is seeking a client-focused analyst to deliver proactive client support and training, work with management to tailor configurations for client processes, and assist in scoping projects. The role emphasizes data-driven recommendations and strong communication with clients.

Candidates should bring 3+ years of experience, solid analytical skills, and proficiency in Word/Excel/PowerPoint while collaborating with internal teams across multiple departments.