Sagent

Director, Implementation and Project Management

Sagent

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Provide strategic leadership in developing and implementing customer onboarding processes that align with organizational goals and objectives
  • Drive continuous improvement initiatives to enhance the efficiency and effectiveness of the onboarding function
  • Oversee the post-sales customer lifecycle, including new customer onboarding and new product implementations
  • Support and implement changes related to customer renewals, product improvements, and up-sell and cross-sell initiatives
  • Develop and implement strategies to maintain high levels of customer loyalty and satisfaction through customer go-live
  • Address and resolve complex customer issues in a timely and effective manner
  • Act as a customer advocate within the organization, ensuring customer feedback is heard and acted upon
  • Maintain accurate and up-to-date records of customer interactions, onboarding and implementation progress, risk management, and issue resolution
  • Generate regular reports on project and program metrics, performance, and satisfaction
  • Lead and mentor a team of customer implementations professionals, providing guidance, coaching, and support
  • Track and analyze customer performance metrics to ensure continuous engagement with the product and maximize product usage
  • Utilize data-driven insights to identify opportunities for improvement and to inform strategic decisions
  • Develop and oversee comprehensive customer training programs and collaborate with the training team to create effective training materials and resources
  • Collaborate with Sales and Product teams to provide insights from customer interactions and contribute to product improvements
  • Coordinate with Sales to identify opportunities for upselling and cross-selling during the onboarding process

Requirements

  • Completion of a four-year college degree in a relevant discipline +10 years of experience in a related field OR completion of an advanced degree (masters or higher) in an applicable and relevant field +5 years of related experience (experience will be considered in lieu of a degree)
  • Proven experience in strategic customer onboarding and post-sales lifecycle management
  • Specific functional expertise gained through experience and/or formal education
  • Strong leadership and team management skills
  • Exceptional communication and interpersonal skills
  • Results-oriented with a focus on customer satisfaction and engagement
  • Ability to provide guidance to others as a lead or individual contributor project manager using product/service and technical expertise
  • Problem-solving skills and ability to address complex customer issues effectively
  • Experience in the mortgage industry with specific knowledge of loan servicing
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