What you will be doing:
- Manage customer-facing project services
- Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently
- Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
- Initiate, plan and design project timelines based on client specifics and the availability of internal resources
- Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
- Support development of business cases with the customer team, including solutions estimates
- Communicate project status and milestones to the client in a consistent and effective manner
- Manage customer relationships as well as the project team and internal experts
- Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
- Use Salesforce and Milestones to track project milestones and client interactions.
- Other duties as assigned
What skills and experience we need you to have:
- 4-year college degree or equivalent experience
- Strong written and verbal communication skills
- Salesforce experience preferred
- Must have strong organizational skills and be detail oriented.
- Project management experience preferred
- 1-2 years of client facing experience preferred
- 1-2 years of experience of working with a high growth or SaaS company
Skills Required
- 4-year college degree or equivalent experience
- Strong written and verbal communication skills
- Salesforce experience
- Strong organizational skills and detail oriented
- Project management experience
- 1-2 years of client facing experience
- 1-2 years of experience of working with a high growth or SaaS company
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way. More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs. And what makes it truly intelligent? We let you do it all on one platform. FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools. You’ll see the most where you’re spending the most.
