Job Description

Customer Engagement Consultant/Associate to help enhance the overall customer experience and foster long-term relationships. In this role, you will engage with customers across multiple touchpoints to provide support, drive product adoption, and ensure customer satisfaction. You’ll play a key role in onboarding new clients, promoting engagement initiatives, and acting as a voice of the customer within the organization. 

Job Requirements

Key Responsibilities:

• • Act as the first point of contact and support new customer onboarding processes to ensure a smooth and positive experience.
• • Provide product demonstrations, walkthroughs, and usage tips.
• • Monitor customer satisfaction and collect feedback via surveys or direct interaction.
• • Proactively identify at-risk customers and work to re-engage or resolve concerns.
• • Provide internal feedback on customer trends and needs.

Essential Skills:

• Strong verbal and written communication skills to clearly and professionally interact with customers and internal teams.
• Interest in understanding and addressing customer needs and concerns.
• Ability to analyze issues, think critically, and provide timely, effective solutions.
• Listen to customer feedback and questions to fully understand their requirements.
• Efficiently manage multiple tasks and prioritize work in a fast-paced environment.
• Build rapport and maintain positive relationships with customers and colleagues.
• Ability to quickly learn new products, tools, and processes, and adjust to changing customer needs.
• Work effectively within cross-functional teams to ensure a seamless customer experience.
• Maintains a calm, customer-focused approach even under pressure.

Bonus:

1. Degree in finance / accounting background preferred.
2. Familiarity with finance/account related terminology.
3. Understanding in corporate process workflow.
4. Well versed in Fintech Saas product.
   
   

Skills