Leading implementation and client project execution
Partner strategically with clients to assess their specific situations and needs. Map their current workflows, identify pain points, and implement solutions upon full rollout
Develop and execute a client-specific project plan for the implementation of our Capital Management solution (including defining scope, objectives, timelines, and deliverables)
Guide clients through the set-up process, including system configuration, user access, and platform training. Problem-solve alongside clients and Product/Engineering as needed
In partnership with the RigUp Supply Chain team, develop a vendor onboarding strategy, including prioritization, communication cadence and templates, while updating Clients on progress or escalations
Coordinate with the Vendor Operations team to ensure all vendors are fully onboarded onto the platform within required timeframes, ensuring adherence to compliance standards
Collaborate with RigUp Product and Invoicing teams to establish account configurations and ensure successful vendor and client transactions.
Ensure fast and thorough onboarding of new clients with close collaboration, while educating them on platform functionality and best practices to drive maximum value. Ensure no unnecessary delays in the implementation process, and continue to sell the customer on why implementing our solution is a high-value initiative
Build and maintain strong relationships with existing and new users at Client to understand and champion their evolving needs. Serve as their primary point of contact throughout their lifecycle with RigUp Capital Management
Create and align with clients on a Client Success Plan that will lead to client value, and identify areas for commercial opportunities and success with customers
Monitor client usage of our solution and proactively identify areas for improvement (for clients, vendors, and RigUp) to maximize the value they are able to get from working with us
Synthesize and champion client feedback internally. Partner with the product team to ensure customer feedback is reviewed and prioritized
Maintain a high level of product proficiency and continually guide / train clients on new features, updates, and best practices to achieve their unique goals
Partner with Sales teams throughout the client lifecycle to ensure smooth renewals and proactively identify opportunities to upsell
Partner with the leadership team to define client value, desired client outcomes, and the best in class approach to servicing our clients to ensure that our solutions not only meet but far exceed their expectations of value
Requirements
3-5 years experience and proven success in end-to-end project or client management that includes partnering with customers
Proven ability to partner effectively with cross-functional teams and influence outcomes that lead to customer success
Experience quickly learning new systems and tools and navigating them to understand root causes of issues or ways to make improvements
Effective communication and relationship building skills
Strong analytical and problem-solving skills, coupled with adaptability to address evolving client, vendor, and internal needs and unexpected challenges
Exceptional organizational skills, including the ability to prioritize tasks, manage multiple projects simultaneously, and maintain attention to detail in a fast-paced environment
A passion for delivering exceptional service and continuously seeking ways to enhance the client experience
Undergraduate degree in Business, Operations, Engineering or a related field, or commensurate professional experience
Benefits
Flexible paid time off for full-time employees
Medical, dental, and vision insurance
Telehealth
401(k) with company matching contribution
Flexible remote work support where applicable
WFH Contribution
Wellness allowance
Calm App
Learning opportunities
Financial planning support
Parental leave
Employee Assistance Program
Pet Insurance
Opportunity to earn bonus, commission, and/or equity
Onsite Gym
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.