Expert, Customer Onboarding - Montréal, Canada - Equisoft

Equisoft

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Expert, Customer Onboarding

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment.

If that's not enough, then check out these other perks below:

Hiring Location: Canada (Montreal and Quebec City)
You are welcome to work in our office, hybrid or remote
Internal job title: Expert, Customer Onboarding
Fulltime Permanent Role
Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
Flexible hours

Your Day with Equisoft:

Gain an expert understanding of and stay up to date with Equisoft's suite of products and common workflows as well as industry best practices based on our client's area of business.
Partner with other members of the Customer Experience team to develop processes around design, development, extraction and training activities;
Work closely with Sales and Customer Success teams to ensure a smooth and enjoyable transition into adopting our products as quickly and effectively as possible;
Identify what would indicate a customer's "first value" and drive towards achieving it to ensure the customer is set up to realize Equisoft's total value for their business
Responsible for initial client training & making sure Equisoft products are properly implemented
Troubleshoot and solve platformrelated issues for customers during the onboarding phase and for a period of 45 days following the customers onboarding session
Flag crosssell and upsell possibilities to Customer Success Manager
Consistent and thorough followup/updates with clients and management (Customer Success Manager) through the onboarding process
Manage multiple client onboarding implementations simultaneously
Provide detailed account walkthroughs and assist new customers with implementation
Clearly communicate account setup requirements and expectations with customers and key stakeholders

Requirements:

Technical

Bachelor's Degree
Minimum of 35 years' experience in in a customer facing role (customer success, sales, account management, onboarding)
Excellent knowledge of French & English (spoken and written)

Soft skills

Comfortable working across multiple departments in a deadlinedriven environment
Active team player, selfstarter, and multitasker who can quickly adjust priorities
Strong sense of organization and prioritizing
Analytical and problemsolving skills
Ability to communicate, write and synthesize information
Ability to multitask in a rapidpaced environment

Nice to Haves: