Customer Onboarding Consultant

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Requirements:

• 2+ years of experience in audit, assurance, or advisory services
• Hands-on experience in technology consulting, customer onboarding, implementation, or similar
• Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight.
• Demonstrated history of communicating effectively with customers and across internal teams.

Responsibilities:

• Build trust with customers.
• Maintain regular engagement cadences with customers through all phases of their onboarding, from sales handoff to value realization.
• Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary.
• Cultivate customer champions and grow their Fieldguide knowledge.
• Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations.
• Be proactive in identifying success risks and develop decisive action plans to mitigate them.
• Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time.