Strategic Partnership Specialist

Há 4 dias

Rio de Janeiro, Rio de Janeiro, Brasil beBeeImplementation Tempo inteiro R$97.401 - R$127.522
Implementation Expert Role

At the forefront of our venture, we envision a future where strategic partnerships unlock opportunities for growth. As an implementation expert, you will be entrusted with setting up clients on our proprietary software, paving the way for long-term success and fostering enduring relationships.

The Responsibilities
  • Establish key customer connections, driving loyalty through exceptional service delivery by providing timely and high-quality onboarding experiences as the primary interface post-sale.
  • Migrate client data to our Carta Onboarding Spreadsheet in Excel while maintaining data integrity.
  • Coordinate and oversee the inputs required from both clients and their law firms.
  • Deliver comprehensive training sessions to equip clients with the skills necessary to utilize Carta Software effectively.
  • Continuously identify areas for process improvement, striving for greater efficiency and effectiveness in the onboarding process.
  • Collaborate closely with product, engineering, and internal implementation leaders to enhance the overall customer experience.
The Ideal Candidate
  • Proficiency in Excel and CRM systems (preferably Salesforce).
  • A willingness to learn or existing experience with Mixmax, Talkdesk, and Guru.
  • Strong project management and organizational skills – capable of managing multiple concurrent onboarding processes.
  • Familiarity or ability to become familiar with Private Equity and Capitalization concepts.
  • Excellent interpersonal skills and empathy.
  • Ability to work collaboratively across teams.
  • Adaptability and proactive approach to improving processes and team performance.
  • Professional attitude, diplomacy, tact, and poise under pressure when addressing customer issues.

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