Engagement Advisor

Responsibilities

• Manage simultaneous onboarding projects at one time, balancing priorities of business results, customer satisfaction, and technical quality.
• Collaborate and be an asset to multiple teams such as Data, Customer Success, Technical Implementation and Support to create a streamlined and cohesive approach that allows customers to get successfully onboarded.
• Proactively contact and virtually meet customers to manage a positive transition from the sales team by building strong relationships with Elation customers, actively seeking the “why” behind our customers’ asks to ensure we address their issues and meet their goals.
• Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts for the customer.
• Proactively identify customer needs, challenges and expectations as well as seek out opportunities for process improvements internally.
• Own all project outcomes and delegate tasks on the project to team members, setting targets for milestones and adhering to deadlines; adjust schedules and targets on projects as needed.
• Use data and reports to identify trends within your customer base. Use this data to create scalable touchpoints and engagement that ensures your customers are successful in using the Elation platform to achieve their goals.
• Collaborate with Customer Success and Support when indicated to problem solve for onboarding customers.

Qualifications

• Bachelor’s degree or equivalent experience
• 2-3 years of experience in a customer-facing success role
• Project management experience required
• Highly collaborative, organized, and execution-oriented with strong presentation skills
• Strong desire to build relationships with your customers and serve as an advisor of their onboarding process
• Exceptional written and oral communication skills that display professionalism
• Process-oriented mindset with a high level of attention to detail
• Able to work with a large customer base and engage with your book of business by deploying strategic technology
• Experience in healthcare or SaaS is a benefit
• Interest in healthcare is required

Pay

$90,000- $105,000 USD