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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and enablement, with a strong focus on onboarding, migration, and adoption activities. Proficient in utilizing CRM tools and analytics to enhance client relationships and drive value realization.
Highest-signal resume keywords
Client EngagementCRM ProficiencyPlatform Migration SupportConsultative Sales ExperienceMultitasking Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingProduct TrainingUsage AnalyticsAccount ManagementProcess Improvement
Soft Skills
Strong Communication SkillsTeamworkPositive AttitudeOrganizational SkillsAdaptability
Tools & Technologies
SalesforceSalesLoftMS Office
Industry Keywords
Financial ServicesCustomer SuccessClient SatisfactionChange ManagementConsultative Sales
About the role
Key responsibilities & impact- Plan and execute proactive client engagement activities such as onboarding, migration, adoption, and value reviews in collaboration with Sales, Marketing, Product, and other teams.
- Educate clients on Mobility Global product capabilities to boost usage, awareness, and value realization.
- Provide tailored training and enablement on platform features, new releases, and migration-related changes.
- Support customers through platform migrations and help them navigate change and maximize value from new platforms.
- Monitor product usage patterns and translate insights into actionable steps supporting renewals and upsell opportunities.
- Build and maintain relationships with senior client contacts and understand their goals, challenges, and concerns.
- Recommend practical solutions through education or by connecting clients with internal experts.
- Capture and relay client feedback, challenges, and opportunities to Product and other teams.
- Use CRM tools such as Salesforce and SalesLoft and internal systems to document activities, manage follow-ups, and meet targets.
- Prioritize tasks and manage multiple accounts effectively.
- Contribute to process improvement initiatives and share best practices.
- Resolve varied and non-routine client issues by collaborating with internal stakeholders.
- Share knowledge and guidance with team members to support consistent, high-quality client engagement.
Requirements
What you’ll need- Typically 2+ years of experience in financial services or a sales/account management role with client engagement, enablement, or adoption activities.
- Positive, proactive attitude with strong teamwork skills.
- Excellent listening and communication skills, with the ability to explain complex or technical information clearly to diverse audiences and build confidence during periods of change.
- Proven ability to maintain strong relationships with senior client contacts and ensure high satisfaction.
- Goal-oriented with strong organizational and multitasking skills in a fast-paced environment.
- Experience in a consultative sales or client-facing role, handling challenging situations and resolving non-routine issues.
- Bachelor’s degree.
- Comfortable working in an environment of change, with the ability to adapt quickly, learn new products and platforms, and help customers navigate change with confidence.
- Proficiency in MS Office (Word, Excel, PowerPoint).
- Knowledge of CRM systems (e.g., Salesforce, SalesLoft) or Customer Success Platforms is preferred.
- Additional language skills, particularly French or German, are preferred for roles supporting customers across EMEA.
- Experience with usage analytics and developing account profiles for engagement strategies is preferred.
- Experience supporting customers through platform migrations, product launches, implementations, or other significant changes is preferred.
- Creativity in proposing new ideas and identifying opportunities for process improvements is preferred.
- A track record of professional growth through training and development initiatives is preferred.
Benefits
Comp & perks- Competitive compensation package, including base salary and incentive opportunities where applicable.
- Comprehensive health and wellness benefits for employees and eligible dependents.
- Retirement savings programs, including company matching contributions where available.
- Incentive compensation, where applicable.
- Long-term incentives, where applicable.