Customer Advisor – FINS

Job not on LinkedIn

🔥 20 minutes ago

🇧🇷 Brazil – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Customer Advisor

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Hyland

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

☁️ SaaS

🏢 Enterprise

B2B • SaaS • Enterprise

Hyland is a company that provides a collaborative community platform for its customers and partners, offering access to resources such as products, solutions, and updates. The platform enables users to share feedback, ask questions, and connect with each other, fostering operational knowledge and organizational value. Hyland Community aims to enhance user experience by facilitating interaction between experts and community members.

📋 Description

• Act as a consultant to the sales team and customers during standard engagements • Expand customers' financial services industry knowledge as it relates to Hyland's software solutions and business objectives • Elicit business requirements through customer interviews and document analysis • Ensure proposed solutions align with business opportunities and drive measurable customer outcomes • Develop solution selling tools, including product briefs, demo scripts, and case studies • Facilitate education for employees, resellers, customers, and prospects across the financial services market • Support the sales team in achieving or exceeding sales objectives • Share best practices, competitor insights, and relevant market trends • Collaborate with marketing and development teams on sales collateral, product features, and evolving customer requirements • Maintain relationships with third-party organizations to accelerate the sales cycle and deepen market penetration • Identify and share opportunities to improve internal team efficiencies

🎯 Requirements

• Demonstrated industry or market knowledge and experience within the Financial Services (FINS) sector • Ability to translate financial services expertise into consultative, value-driven customer engagements • Ability to establish rapport, gain trust, and build consensus across multiple departments and leadership levels • Excellent written and verbal communication skills • Ability to manage projects independently to completion in a fast-paced, deadline-driven environment • Bachelor's degree or equivalent combination of education and experience sufficient to successfully perform the principal duties of the role • Experience developing solution selling tools such as product briefs, demo scripts, white papers, or case studies tailored to financial services audiences • Ability to elicit and document business requirements through structured customer interviews and document analysis • Cross-functional collaboration experience with sales, marketing, and product development teams • Experience building and maintaining relationships with third-party organizations • Familiarity with enterprise software platforms • Ability to articulate technical concepts to diverse, non-technical audiences

🏖️ Benefits

• Career development resources • Wellbeing programs • Innovation practices • Inclusive, employee-centric workplace culture • Employee initiatives and giving campaigns supported by the company