- Coordinate onboarding with implementation and account teams to ensure accurate setup and provisioning.
- Maintain working knowledge of the products and explain or demonstrate use cases at a high level.
- Call employer groups to schedule product or platform demonstrations.
- Proactively contact new clients to keep the onboarding demonstration pipeline full.
- Set up new partner portals and edit existing portals, including custom branding.
- Assist with bulk user and client uploads to set up clients on the platform.
- Partner with Customer Support, Account Managers, Product, Advisory Services, and Customer Success to capture product feedback and stay current on platform changes.
- Track and document applicable information in Salesforce.com and other internal tools.
- Provide monthly updates on goals and KPIs to the manager and utilization data to the client.
SalesforceCustomer serviceMicrosoft Office