Customer Onboarding Specialist

3 semanas atrás


Lisboa, Lisboa, Portugal Agicap Tempo inteiro

Unlock the Full Potential of Agicap's Treasury Platform

As a key member of our Implementation team, you will play a crucial role in managing our client portfolio during the Implementation phase. Your mission will be to drive customer engagement by developing a deep understanding of your client's strategic, financial, and operational goals. You will become an Agicap product expert and use this knowledge to effectively guide customers towards their desired outcomes.

Key Responsibilities:

  • Manage both operational Finance employees and the Head of Finance/CFO/CEO on the customer side.
  • Drive customer engagement by developing a deep understanding of your client's strategic, financial, and operational goals.
  • Become an Agicap product expert and use this knowledge to effectively guide customers towards their desired outcomes.
  • Take ultimate ownership for Customer Health and Onboarding turnaround time.
  • Make sure that customers get maximum value from Agicap and give them insight into this through high-touch engagements.
  • Be the voice of the customer back into our organization.

What We Are Looking For:

  • 1-2 years of client-facing experience, ideally at a SaaS company.
  • Strong prioritization and execution capabilities, driven by customer needs, business impact, and expansion potential.
  • An analytical mindset in combination with a strong sense of accountability and ownership.
  • A deep understanding of value drivers in recurring revenue business models.

Career Path: The role comes with a career path to Key Account Manager/PMO within 12-24 months.


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