IN
Principal Technical Consultant leading the technical delivery of Intapp's innovative solutions. Collaborating with Principal Consultant to ensure successful implementation and client satisfaction.
About the role
- Deliver a seamless and high-quality member experience
- Identify, diagnose, and address members’ financial needs
- Serve as a subject matter expert
- Resolve members' needs and provide expertise in financial services
Requirements
- Bachelor’s Degree or equivalent related experience
- Minimum two years of experience in a sales-oriented, financial, or retail environment
- One year of experience in a financial institution (desired)
- Thorough understanding of the sales process
- Strong proficiency with learning new systems
- Ability to complete a 12-week in-house training program
- Comprehensive understanding of Credit Union objectives
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401k plan
- Paid time off (PTO)
- Ten paid holidays
- Flexible spending accounts
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