Project Success Specialist Int

Posted 12 Days Ago
Be an Early Applicant
Home, KS
52K-87K Annually
Junior
Software
The Role
The Project Success Specialist is responsible for client outreach, promoting feature adoption, providing training and consulting, resolving issues, and collecting feedback. The role requires staying updated on product features, managing documentation, and delivering superior communication to ensure client satisfaction and meet business objectives.
Summary Generated by Built In

Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.

Job Description:

Ready for the next big challenge? Grow your career, and join our experienced global team, transforming the world of M&A software. Be part of the team behind the teams behind the deals. Work with the best. Be the best.

Datasite is the industry leader in technology solutions that enable mergers, acquisitions, initial public offerings, restructuring and other critical capital transactions in more than 170 countries. We provide the world’s leading investment banks, private equity firms, law firms and corporations with tools to simplify, streamline and accelerate the due diligence process, helping them close more deals, faster. We are a global team of high-energy, passionate people. We have strong individual voices, but we work as a team, bringing out the best in each other. We thrive under pressure and always keep the customer at the heart of everything we do.

Accountabilities: 

  • Client Outreach: Initiate proactive communication with clients to understand their needs, address concerns, and ensure complete satisfaction. 
  • Feature Adoption: As part of client outreach, promote the adoption of new features and functionalities, enhancing the overall client experience. 
  • Training and Consulting: Research client history and product usage in preparation for providing hands-on training sessions and consulting services to clients, ensuring they are well-versed in best practices for using our features and products effectively. 
  • Issue Resolution: Act as a liaison between clients and internal teams to address and resolve any issues promptly, ensuring a smooth and positive customer experience. 
  • Product Knowledge: Stay informed about updates, enhancements, and new features of our products, becoming a subject matter expert to effectively support and educate clients. 
  • Strong Performance: Meet or exceed key performance metrics for related business objectives. 
  • Market & Industry Knowledge: Stay abreast of market news and grow knowledge of relevant market segments to inform strategies for client engagements. 
  • Feedback Collection: Gather client feedback and insights to communicate internally, contributing to continuous improvement of our products and services. 
  • Documentation: Create and maintain documentation related to best practices, training materials, and FAQs for client reference. 
  • Out of the Box Problem Solving: Bring a creative and innovative approach to problem-solving, navigating challenges with a solution-oriented mindset. 
  • Time Management: Adept in time management, efficiently handling high volumes of projects at different stages of their lifecycle. Exhibit high accountability and personal organization skills to manage volumes, assist others in the team, and adapt when required. 
  • Self-Motivated: Demonstrates self-motivation and proactiveness, adapting to differing paces and urgencies within a fast-paced working environment. 
  • Communication Skills: Superior communication and presentation skills, especially in explaining technical terms in a way that non-technical individuals can understand. Possesses an assertive, collaborative, clear, and engaging communication style. 
  • Consultative Support: Driven by consultative support, relationship building, and a desire to grow efficiency. 
  • Client Needs Analysis: Excellent listener, able to assimilate client needs quickly and adapt to these, delivering high-quality sessions over the project lifecycle. 
  • Product Ambassador: Enjoys acting as a Datasite product ambassador, looking for opportunities to promote feature benefits and value to clients.

Qualifications:

  • Bachelor's degree in a relevant field or equivalent experience. Proven experience in customer success, account management, or a related role.
  • Excellent communication and interpersonal skills. Strong problem-solving abilities with a customer-centric mindset.
  • Ability to work collaboratively and build positive relationships with clients and internal teams.
  • Familiarity with project management tools and best practices. Willingness to learn and adapt in a fast-paced environment.

The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. Datasite reserves the right to modify this pay range at any time.

Salary Range - $52,110 - $86,600

As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.

The Company
HQ: Minneapolis, CA
821 Employees
On-site Workplace
Year Founded: 1968

What We Do

Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.

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