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Finario

Customer Success Associate

Finario

Location
Onsite (Stamford, Connecticut)
Employment
Full-time
Level
Mid Level
Posted 3 weeks ago

About the Role

Finario is a fast-growing SaaS company providing intelligent capital planning and portfolio strategy solutions to industrial enterprises. The Customer Success Associate role focuses on driving platform adoption, managing implementations, and serving as a trusted advisor to help customers optimize their Capex management.

Skills

Customer Success Implementation Technical Support Training Relationship Management PowerBI Tableau Snowflake API Connectivity RESTful Capex Management Financial Concepts Project Management Communication Skills Cloud Technologies

Benefits

  • Healthcare
  • 401(k)

Full job details

<p><span style="font-weight: 400;">Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning &amp; portfolio strategy solutions to leading industrial enterprises worldwide.</span></p><p><span style="font-weight: 400;">The Finario Customer Success team drives awareness, implementation and adoption of the Finario solution while working alongside our product, sales and engineering teams. Customer Success Associates help implement and support users of the Finario application by responding to functional and technical queries, consulting on capital investment best practices and how to best leverage the Finario platform to improve the management of Capex and drive improved business results.</span></p><p><span style="font-weight: 400;">We are looking for a highly motivated and results-driven Customer Success Associates. In this role, you will play a crucial role in Finario&rsquo;s customer success and implementation functions, while fostering customer relationships.</span></p><p><strong>Responsibilities:</strong></p><ul><li><span style="font-weight: 400;"><strong>Provide high-quality support </strong>- in a friendly and timely manner to help end-users with application questions and resolve problems.</span></li><li><span style="font-weight: 400;"><strong>Implementation</strong> - collaborate with Finario customers to define and implement new customer configuration requirements during onboarding. Manage implementations through steady state application use.</span></li><li><span style="font-weight: 400;"><strong>Training</strong> -<strong> </strong>improve existing training materials and tools to help customers, internal team members, and partner resources learn the Finario platform from both an implementation and end user standpoint.</span></li><li><strong>Serve as a solution expert</strong> -&nbsp;<span style="font-weight: 400;">educate users on our software platform.</span></li><li><span style="font-weight: 400;"><strong>Optimize customer application usage</strong> - drive user adoption and effective use of the Finario platform in order to optimize Capex management and drive better business results for customers.</span></li><li><strong>Client Relationship Management</strong> -&nbsp;<span style="font-weight: 400;">serve as the main point of contact to foster deeper value driven relationships with our customers.&nbsp;</span></li></ul><p>&nbsp;</p><p><strong>Required Qualifications:</strong></p><ul><li><span style="font-weight: 400;">2 - 5&nbsp; years of work experience</span></li><li style="font-weight: 400;">Excellent communication skills, both verbal and written&nbsp;</li><li style="font-weight: 400;"><span style="font-weight: 400;">Self-starter who is able to own the ongoing success of both large and small customers</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Detail-oriented with strong track record of follow-through</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Natural sense of curiosity and a desire to help people</span></li><li style="font-weight: 400;">Technical Skills connecting a building reports in a variety of BI tools (PowerBI, Tableau, Snowflake)</li><li dir="ltr" aria-level="1"><p dir="ltr" role="presentation">API connectivity and querying (Open, RESTful)</p></li></ul><p>&nbsp;</p><p><strong>Desired Skills &amp; Experience:</strong></p><ul><li style="font-weight: 400;"><span style="font-weight: 400;">Proven track record of establishing yourself as a trusted advisor to customers</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Previous SaaS and/or Consulting experience</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Previous experience in a Implementation and/or Customer Success capacity</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Previous experience developing training materials and delivering training</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Exposure to deadline driven environments utilizing different project management tools</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Enthusiasm for using and explaining the benefits of cloud technologies</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Understanding of financial (budgeting, planning) and investment concepts such as ROI and NPV in a Capital Intensive industry</span></li><li style="font-weight: 400;"><span style="font-weight: 400;">Sense of humor</span></li></ul><p>&nbsp;</p><p><strong>Compensation:</strong></p><ul><li style="font-weight: 400;"><span style="font-weight: 400;">Salary, Healthcare, 401(k)</span></li></ul><p>&nbsp;</p>