Support the implementation and onboarding process of clients
Drive new customer onboarding and monitor & retrain existing accounts to ensure product adoption
Be a product subject matter expert to best understand and apply client goals to product abilities
Support the training and development of our department and work with cross functional teams
Lead client trainings on effective use of the system
Identify potential project risks and report risks to Customer Success and Project Managers
Ensure client feedback requests have sufficient information for successful execution of work
Configure clients’ Euna Grants instance based on business requirements
Develop client configuration documentation
Conduct testing associated with client configuration
Document issues discovered during testing, create support tickets, and monitor resolution of issues
Support Customer Success requests for client support including trainings, troubleshooting, or project related work
Identify and document system functionality gaps
Identify internal training needs and play a key role in the onboarding of new hires
Partner with Product and Development teams on enhancing AmpliFund functionality
Participate in cross-functional team activities that may include requirements gathering and business process modeling
Perform other job-related duties as assigned
Requirements
BA/BS degree or equivalent work experience
A minimum of 2 years of successful Customer Success or Account Management experience
Experience training or teaching customers/clients in a virtual setting
High degree of comfort with technology and CRM tools
Experience in or understanding of Grants Management, the Public and/or Nonprofit Sector, or Finance highly preferred
Strong communication skills with the ability to present information in verbal, written or visual form to a variety of audiences, from the internal team to client executives
Ability to interact with business clients and internal teams simultaneously to bridge gaps and manage communications
Proficiency at managing and prioritizing several projects and deadlines simultaneously
Strong analytical and problem-solving skills, particularly with requirements gathering and documentation for concurrent projects
Strong attention to detail
Ability to self-manage and be an independent member within the larger project team
Understands how to visualize and present complex processes and data to business users
Ability to quickly learn products, technologies, and processes
Professional demeanor, able to handle a fast-paced, ever changing environment
Professional in nature, reliable and punctual
Team oriented and comfortable with regular performance feedback
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