Onboarding Advisor

3 weeks ago

Philadelphia, United States Asset-Map Full time

Asset-Map is an advisor-facing fintech company that visualizes a household’s complete financial inventory on one page. With thousands of financial professionals having mapped over 1 million people, comprising over $1.4 trillion in financial instruments on the platform, Asset-Map is paving the way to become the world-wide standard for personal and professional finance management.


Asset-Map is looking for an Onboarding Advisor to join our dynamic team. This is an important role with the opportunity to make a significant impact on the direction of our Platform and on this rapidly growing company and the millions of people experiencing the platform worldwide.


If you are looking for an exciting role at a creative, collaborative, high-growth fintech company, the Onboarding Advisor role at Asset-Map may be for you.


Reporting to the Manager of Customer Onboarding, our Onboarding Advisor will focus on early adoption of the Asset-Map platform by providing best-in-class virtual training for our new subscribers. The onboarding experience is the first touchpoint with the success team and is a vital and crucial aspect of our customer’s overall Asset-Map journey. The person best suited for this role will bring knowledge and know-how in facilitating virtual webinar style sessions with articulation, gusto and passion for the financial technology space.


PRIMARY RESPONSIBILITIES

  • Become a subject matter expert on the Asset-Map platform, process and experience
  • Coach, collaborate and train new users of the platform on the value, features and benefits to their business
  • Deliver engaging live webinars multiple times per week, virtually through Zoom
  • Handle rapidly growing new subscriber base’s onboarding needs including “Elite” level feature roll-outs and customizations
  • Contribute to the success team’s overall mission in delivering exceptional customer experiences, reducing churn/increasing retention
  • Serve as “Voice of the Customer” by gathering and sharing important client feedback internally
  • Share lessons from the field with the onboarding team and assist with re-crafting and improving messaging both written (Email) and verbal
  • Assist in analyzing and reporting upon new user feature adoption metrics


REQUIREMENTS

  • Associate level college degree or higher
  • 1+ year experience delivering virtual or in-person training and/or customer success implementation focused role (ex. Onboarding coach, Customer Success Manager, Onboarding Specialist, Training Manager, Customer Success Advisor etc.)
  • 1+ year experience in financial technology or related space
  • Strong technical aptitude and/or SaaS experience
  • Excellent communication skills, both written and verbal
  • Strong ability to deliver technical details and business strategy after quickly understanding customer’s existing processes
  • Patience and enthusiasm for explaining complex concepts to a diverse audience
  • Adaptability and comfortable handling various tasks and responsibilities while ensuring accuracy and attention to detail
  • A collaborative and dependable team-player with can-do attitude
  • Self starter and comfortable working with a high degree of autonomy


OTHER VALUED QUALITIES AND SKILLS

  • 1+ year Hubspot CRM experience
  • Paraplanner and/or Financial Planning experience
  • Camtasia or other video editing software experience
  • Proficient Powerpoint or Google Slides skills
  • Has used Asset-Map or other financial services technology (fintech) and/or financial services experience; including but not limited to investments, life insurance, annuities, and other financial instruments
  • Knowledge of Adult Learning Theory and concepts

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