Become part of the a.i. movement

Our Client Partnership Associates are key to making our software platform shine in the eyes of new customers. You will become an a.i. product champion, knowing the in’s and out’s of the platforms features & benefits and roadmap. You must be passionate about engaging with customers, expanding and understanding their use cases. You have an understanding of where customers are coming from and how a.i. is positioned. You have impeccable relational skills and can create win/win environments for all parties that you work with. You will be the channel between the Client and the Onboarding Experience team, as well collaborating with other key a.i. stakeholders. You must be DFP qualified and worked as a financial adviser or paraplanner to understand financial advice.

Desired skill sets.

• Solution style selling experience in a financial firm, B2B, SaaS company
• DFP qualified and worked as a financial adviser or paraplanner to understand financial advice.
• Used financial planning software eg: Xplan / Coin
• Passion, enthusiasm, energy, humor, and the ability to convey this through phone and email communications
• Bias towards immediate action and results
• Willingness to learn and adapt
• Consummate multi-tasker who can wear multiple hats

Key responsibilities.

• Own the client relationship with assigned enquiries, leads and opportunities, which include: increasing adoption, ensuring retention, and customer satisfaction.
• Establish a trusted/strategic adviser relationship with each assigned client and drive continued value of our products and services.
• Develop, prepare, and nurture customers for advocacy.
• Work with clients to establish their critical pain points, their required needs, articulate the solution and aid the customer in achieving their goals.
• Become an a.i. Product Champion and conduct regular online webinar demonstrations.
• Track the sales lifecycle for each client opportunity.

Our Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in’s and out’s of the platforms functionality, capability and roadmap. You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and data migrations. You are responsible for managing the successful onboarding of advice firms, practices and dealer groups. You will need to be skilled in financial planning software, financial advice (DFP), the financial advice process, practice management and project management.

Desired skill sets.

• 1-2 years project management experience
• 1-2 years previous experience in adviser/licensee onboarding within a dealer group, financial planning firm or financial planning software provider
• 1-2 years experience in implementation, data migration, change management of software systems
• Diploma Financial Planning (DFP)
• Financial Planning software understanding
• Understanding of financial advice and the financial planning and advice process
• Understanding of financial services industry
• Understanding of cloud-based SaaS

Key responsibilities.

• Project manage the a.i. software on-boarding, care period, data migrations and implementations processes.
• Track the onboarding lifecycle for each client.
• Communicate and collaborate closely with a.i. clients around on-boarding.
• Assist Practice & Licensee Business Configurations (user permissions, licensee requirements, logo, themes, contacts & APL etc).
• Assist with the set up of Templates, Service packages, CRM fields, data feeds etc.
• Manage Data migrations.
• Facilitate training sessions.
• Document specific client requirements.
• Work closely with the a.i. professional services, data migrations, training & change management teams.