Client Success Coach
Job Summary
To enhance user product knowledge and increase adoption of the eMoney platform, the remote Client Success Coach will deliver consultative coaching, execute onboarding programs, and support both new and tenured users in their learning journey.
Key responsibilities
- Serve as a subject matter expert in the eMoney platform, guiding users through a customized onboarding program
- Monitor progress and advisor satisfaction during the onboarding process, adjusting coaching topics as necessary
- Proactively engage users to encourage completion of their coaching program and increase system usage
Required qualifications
- Bachelor's degree in Computer Science, Education, Information Technology, or equivalent work experience
- 2+ years of experience in software training or consultancy in the FinTech industry, focusing on adult learning principles
- Working knowledge of learning management systems and e-learning tools
- Familiarity with financial advisory services and financial terms
- 0-5% travel required
Complete Job Description
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