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Customer Integration Consultant

2 months ago

Philadelphia, Pennsylvania, United States Asset-Map Full time

Become a Part of Asset-Map as an Onboarding Specialist

Asset-Map stands at the forefront of financial technology, transforming how advisors visualize financial data. We are in search of an Onboarding Specialist who will be instrumental in guiding our platform's expansion and influence on a global scale.

Key Responsibilities:

  • Master the Asset-Map platform and assist new users in navigating it
  • Deliver engaging virtual training sessions through webinars
  • Facilitate personalized onboarding experiences for new subscribers
  • Enhance customer satisfaction and retention through effective support
  • Gather and relay important client feedback to internal teams
  • Evaluate metrics related to the adoption of new user features

Qualifications:

  • Bachelor's degree or equivalent education
  • Proven experience in customer success or training roles
  • Familiarity with financial technology
  • Excellent communication and technical abilities
  • Capability to simplify complex ideas for diverse audiences
  • Collaborative team member who can work independently

Preferred Skills:

  • Experience with Hubspot CRM
  • Knowledge of financial planning principles
  • Proficiency in video editing and presentation tools
  • Prior experience in fintech or financial services
  • Understanding of Adult Learning Theory