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What you'll do:
● Provide deep, consultative experience to your clients
● Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
● Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
● Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
● Partner with internal and external technical teams to coordinate custom integration work
● Report on project status and blockers to Customer Success leadership during weekly meetings
● Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank’s platform
● Conduct webinars and group training sessions to onboard our smaller, more
independent customers
● Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
● Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process
What we're looking for:
● 3+ years of implementation, customer success, or customer support experience, preferably within the travel industry
● Meticulous attention to detail such as workflow and processes
● Strongly motivated to stretch outside of comfort zone to tackle new tasks and situations
● Knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and accounting practices (e.g., monthly close, expense management, audit processes)
preferred. If the prior knowledge isn’t there, this role must have the drive and aptitude to quickly get up to speed on core accounting concepts and processes.
● Strong interpersonal skills including clear communication and collaboration; ability to coach and train customers effectively
● Competence and comfort presenting to C-level executives
● Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines
● Growth mindset with drive to continuously improve
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