Client Solutions Specialist

ESSENTIAL RESPONSIBILITIES & DUTIES: 

• Develop and execute a coordinated project plan to manage successful client onboarding, data transitions, and other professional service engagements across the Lone Wolf platform suite  
• Deliver product training, pre-sales and post-sales application related activities and escalated application support in accordance with internal guidelines and policies for the Lone Wolf platform suite  
• Conduct comprehensive needs assessments and requirements gathering to ensure accurate solution alignment
• Provide regular internal and external status updates highlighting accomplishments, milestones, and potential risks  
• Work directly with key client leads to provide expertise around software configuration  
• Use expertise of Lone Wolf software and customer environments to consult agencies on best practices  
• Work closely with the Business Solutions Consultant team to ensure a seamless transition from onboarding to product adoption and ongoing utilization  
• Provide clear guidance around data extracts from the Lone Wolf application so clients can take advantage of third-party APIs  
• Track project milestones and deliverables to ensure engagements remain on schedule and within budget.  
• Maintain a comprehensive understanding of in-progress product development, product vision and Lone Wolf direction  
• Participate in internal UAT activities as required  
• Maintain a good knowledge of the real estate industry and trends within the industry 

REQUIREMENTS: 

• A degree in Advertising, Accounting, Business or a related field  
• Exceptional project planning skills and ability to multi-task  
• Proven track record in providing in-house and remote training  
• Proven ability to meet and exceed service standards and KPIs  
• Demonstrated ability to successfully and independently manage multiple projects and resolve issues  
• Excellent written and verbal communication skills; excellent presentation skills  
• Outstanding client relationship skills  
• Experience working with Product and QA to troubleshoot, test and improve products  
• Prior experience with agency systems or related software/applications preferred   

QUALIFICATIONS: 

• EDUCATION:  A degree in Advertising, Accounting, Business or a related field. 
• EXPERIENCE:   1-3 years of experience in client services, training, or consulting.