Serve as the primary point of contact for new customers during their implementation phase, focusing on our larger customers.
Guide new customers through initial hardware/software/ setup and system training to ensure a timely and successful onboarding/product adoption Monitor customer progress and activities to ensure adoption and timely activation.
Demonstrate excellent ability to collaborate with cross-functional teams such as support, engineering, sales, and product management, financial products team to resolve complex issues and improve customer experience.
Handle a large volume of phone conversations and email inquiries.
Build customer loyalty by delivering exceptional customer service

3+ years prior experience in a customer-facing role (sales or support)
Demonstrate Salesforce proficiency & your ability to use data to inform engagement plans.
Demonstrate a clear understanding of what success looks like for customers and Motive.
Effective listening and problem-solving skills.
Excellent communication (both written and verbal) and presentation skills.
Proven ability to manage multiple responsibilities with a high attention to detail and professionalism.
Documentation, Data analysis, Reporting, SQL, and Salesforce experiences are a plus.
Experience with fintech and spend management technology is a plus.
Ability to build and maintain relationships with clients and their key personnel.
Ability to create presentations, project plans, SAAS/Fintech implementation plans and monitor progress and productivity on it.
Strong business background including project management, account management, problem-solving, business planning, and analytical skills.
Receptive to feedback, willingness to learn and embrace continuous improvement

Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

Implementation Consultant

Key skills