CRM Consultant at iGoMoon driving business growth through HubSpot implementations and solutions. Collaborating with teams to enhance customer success and CRM effectiveness.
About the role
- Platform Success Manager guiding investors on maximizing benefits and systems. Driving adoption through training and support, ensuring client success in a dynamic environment.
Responsibilities
- Serve as the primary day-to-day guide for clients on all Sequoia-related topics, including benefits, systems, and HRIS.
- Educate clients on Sequoia’s programs and tools to help them maximize their offerings.
- Drive adoption of Sequoia’s Compensation Operating System (Comp OS) through seamless platform configuration and ongoing support.
- Provide consulting, training, and project management to ensure client success and engagement.
- Proactively identify and resolve issues to deliver an exceptional client experience.
- Act as a trusted advisor in a client-facing role, fostering strong relationships and satisfaction.
- Collaborate within a fast-paced, action-oriented, and results-driven team committed to industry leadership.
Requirements
- Bachelor’s Degree and 3+ years of experience in SaaS, client service or benefits/comp platforms.
- Proven project management skills, driving adoption, and implementation.
- Background in startup or fast-paced environments, adaptable to scaling teams.
- Strong technical aptitude with experience in HR Tech/SaaS platforms
- Ability to communicate and work across client organizations (HR, CEO, CFO)
- Solutions-oriented team player who takes initiative and is accountable for results
- Detail and process-oriented
- Excellent communication, organization and interpersonal skills
- Ability to understand client needs and deliver results under tight deadlines
- Bonus: Experience in compensation modeling, merit planning, and pay transparency.
Benefits
- Competitive compensation including base salary
- Performance-based bonus programs
- Comprehensive benefits package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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