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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding and relationship management, with a strong focus on Salesforce proficiency, effective communication, and problem-solving skills. Capable of managing multiple responsibilities while ensuring customer success and satisfaction in a fintech environment.
Highest-signal resume keywords
Salesforce ProficiencyCustomer OnboardingEffective CommunicationProject ManagementData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ImplementationDocumentationData AnalysisReportingSQLSaaS ImplementationFintech TechnologyBusiness PlanningAccount ManagementProblem-Solving
Soft Skills
Effective ListeningAttention to DetailProfessionalismReceptiveness to FeedbackWillingness to Learn
Industry Keywords
Customer ExperienceCustomer LoyaltyAI TechnologySpend Management TechnologyU.S. Export Administration Regulations
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Serve as the primary point of contact for new customers during implementation, focusing on larger customers
- Guide customers through initial hardware/software setup and system training
- Ensure timely and successful onboarding and product adoption
- Monitor customer progress and activities to ensure adoption and timely activation
- Collaborate with support, engineering, sales, product management, and financial products teams to resolve complex issues and improve customer experience
- Handle a large volume of phone conversations and email inquiries
- Build customer loyalty by delivering exceptional customer service
- Build customer relationships and deliver value during the first phase of the customer journey with Motive
- Educate customers on Motive products, features, and AI technology
Requirements
What you’ll need- 3+ years prior experience in a customer-facing role (sales or support)
- Salesforce proficiency and ability to use data to inform engagement plans
- Clear understanding of what success looks like for customers and Motive
- Effective listening and problem-solving skills
- Excellent written and verbal communication and presentation skills
- Ability to manage multiple responsibilities with high attention to detail and professionalism
- Documentation, data analysis, reporting, SQL, and Salesforce experience are a plus
- Experience with fintech and spend management technology is a plus
- Ability to build and maintain relationships with clients and their key personnel
- Ability to create presentations, project plans, SaaS/Fintech implementation plans, and monitor progress and productivity
- Strong business background including project management, account management, problem-solving, business planning, and analytical skills
- Receptiveness to feedback and willingness to learn and embrace continuous improvement
- Must be authorized to receive and access commodities and technologies controlled under U.S. Export Administration Regulations
Benefits
Comp & perks- Equal opportunity employer
- Some interviews or new-hire training sessions may be held in person at one of Motive's global offices
