Lead seamless onboarding and implementation processes, managing timelines and deliverables to meet customer objectives.
Define success criteria and provide tailored recommendations to drive platform adoption, engagement, and ROI.
Build and maintain strong relationships with key stakeholders and administrators to drive satisfaction, loyalty, and long-term success.
Collaborate with Customer Success Managers on account strategy to build cross-functional relationships and identify upsell opportunities.
Provide expertise tailoring a solution to customer needs and resolve inquiries effectively.
Deliver client training sessions on product features, workflows, and best practices while empowering customer teams to make program and technical decisions.
Understand and track customer strategy and challenges; align Espresa s Platform with their internal narrative and desired outcomes to enable future insights and value.
Be a technical leader in the organization by sharing field experiences with customer-facing and internal peers.
Keep current on HR/benefits industry trends, developments, and best practices.
Skills and Experience
5+ years in implementation, onboarding, or similar roles within a SaaS or technology environment, ideally supporting HR customers or benefits programs.
Proven ability to master an enterprise SaaS product suite, survey and discover customer requirements, recommend and build a solution and troubleshoot under timeline pressure, while building strong relationships with medium to large organizations and internal partners.
Comfortable steering conversations on common internet and software practices such as HTTPS, APIs, FTP, CSV file handling, and two-factor authentication (2FA).
Proficient in Microsoft Excel, including advanced functions such as pivot tables and VLOOKUP to generate and analyze customer reports and insights.
Proactive in identifying and resolving challenges, with a strategic perspective on operational efficiency and customer success, and the ability to develop and deploy KPIs.
Exceptional written, oral, presentation, and interpersonal skills.
Highly organized and priority-sensitive with experience managing multiple projects and accounts simultaneously.
Proficient in essential project management principles and practices.