Client Success Coach
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Job Description
Client Success Coach helping financial advisors adopt eMoney’s financial-planning platform. Delivering consultative onboarding, coaching, and scalable learning programs to improve product usage and retention.
Responsibilities:
- Enhance user product knowledge and increase adoption of the eMoney platform
- Develop and execute scalable learning initiatives
- Provide consultative onboarding and customized coaching for advisors implementing the eMoney platform
- Execute onboarding programs, monitor progress and advisor satisfaction, and adjust coaching topics as needed
- Maintain knowledge of key features for new clients and partners launched on the eMoney platform
- Encourage users to complete coaching programs and re-engage inactive users
- Communicate with users to keep them on track and develop product knowledge through additional programs
- Participate in targeted engagement initiatives to improve retention through product adoption
- Identify and communicate usability, procedural, and technical issues to leadership
- Participate in onboarding programs for large enterprise firms
- Assist with department documentation and perform other assigned duties
Requirements:
- 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 a focus on adult learning principles
- Working knowledge in learning management systems and e-learning tools
- Working knowledge of financial advisory services preferred
- Working knowledge of financial terms and concepts
- 0-5% travel
- Strong verbal and written communication and interpersonal skills
- Ability to communicate effectively with technical and non-technical audiences
- Problem-solving ability in a teamwork, innovation, and excellence-oriented environment
- Ability to adapt to change and competing demands
- Creative approach to delivering coaching solutions
- Strong organizational skills and attention to detail
- Ability to interact with all levels of the organization
- Strong competence surrounding financial instruments, planning techniques, and the financial industry
- Ability to comprehend and communicate technical, industry, and product-specific concepts
- Proficient with Microsoft Office applications including PowerPoint, Excel, and Word
- Proficient with Salesforce
Benefits:
- Annual bonus program
- Retirement contributions
- Health insurance
- Sick leave
- Parental leave
- Paid time off
- Inclusive, people-first culture
- Equal employment opportunity workplace
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