jazzhr
Technical Consultant
Advyzon
Remote, USA
Full-time
Entry
Remote
USD 75000-85000 yearly
Discovered 1 weeks ago
Free
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- Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
- Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
- Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
- Configure platform settings and assist clients with system setup based on their business requirements
- Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
- Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
- Document client requirements, decisions, and implementation milestones throughout each engagement
- Participate in annual conference presentations and user trainings
- Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
- Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
- Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
- Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.
- Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
- Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
- Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform
- Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
- Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
- Participate in ongoing product training and professional development opportunities
- Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience
- Bachelor's degree or equivalent professional experience
- 2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
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