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eMoney Advisor
eMoney Advisor
501 – 1.000 Angajați
B2BFinanțeSaaS
eMoney Advisor dezvoltă software de planificare financiară în cloud pentru consilieri financiari. Platforma combină planificarea bazată pe obiective și fluxuri de numerar cu instrumente precum analiza Monte Carlo, agregarea conturilor, rezumatele planurilor și un portal pentru clienți, pentru a facilita colaborarea dintre consilieri și clienții lor. Nivelurile de produs deservesc atât cabinete independente, cât și bănci, brokeri-dealeri și consultanți de investiții înregistrați, cu integrări care permit implementări la scară mai largă. Compania activează în domeniul tehnologiei financiare și al software-ului B2B ca serviciu.
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Locurile de muncă ale companiei

Client Success Coach

Coach financial advisors as they adopt eMoney’s financial planning platform. Lead consultative onboarding and scalable learning programs to support product use and retention.

USStatele Unite ale Americii
65.000 $ – 85.000 $ / an
RemoteNormă întreagăJuniorNivel mediuLimbă Obligatorie: englezăManager de succes al cliențilorSuccesul clienților

Descriere

  • Build users’ knowledge of the eMoney platform and support broader adoption.
  • Create and deliver learning programs that can scale.
  • Guide financial advisors through consultative onboarding and tailored coaching as they implement the platform.
  • Run onboarding programs, track progress and advisor satisfaction, and adapt coaching topics as needed.
  • Stay current on platform features for newly launched clients and partners.
  • Motivate users to complete coaching programs and reconnect with those who become inactive.
  • Keep users on track through regular communication and additional product learning opportunities.
  • Contribute to focused engagement efforts that strengthen retention through platform adoption.
  • Surface usability, process, and technical issues to leadership.
  • Support onboarding for large enterprise firms.
  • Help maintain department documentation and take on other assigned duties.

Cerințe

  • Bachelor’s degree in computer science, education, or information technology, or equivalent work experience.
  • At least two years of software training or software consulting experience in FinTech, with a focus on adult learning principles.
  • Working knowledge of learning management systems and e-learning tools.
  • Familiarity with financial advisory services is preferred.
  • Working knowledge of financial terms and concepts.
  • Willingness to travel 0–5%.
  • Strong verbal and written communication and interpersonal skills.
  • Ability to communicate effectively with technical and nontechnical audiences.
  • Problem-solving skills suited to a collaborative environment focused on innovation and excellence.
  • Ability to adapt to change and competing demands.
  • Creativity in designing coaching solutions.
  • Strong organization and attention to detail.
  • Ability to work with people at all organizational levels.
  • Strong understanding of financial instruments, planning methods, and the financial industry.
  • Ability to understand and explain technical, industry, and product-specific concepts.
  • Proficiency with Microsoft Office, including PowerPoint, Excel, and Word.
  • Proficiency with Salesforce.

Beneficii

  • Annual bonus program
  • Retirement contributions
  • Health insurance
  • Sick leave
  • Parental leave
  • Paid time off
  • Inclusive, people-first culture
  • Equal employment opportunity workplace

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