Client Success Coach

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 0%

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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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Enhance user product knowledge and increase adoption of the eMoney platform • Develop and execute scalable learning initiatives • Provide consultative onboarding and customized coaching for advisors implementing the eMoney platform • Execute onboarding programs, monitor progress and advisor satisfaction, and adjust coaching topics as needed • Maintain knowledge of key features for new clients and partners launched on the eMoney platform • Encourage users to complete coaching programs and re-engage inactive users • Communicate with users to keep them on track and develop product knowledge through additional programs • Participate in targeted engagement initiatives to improve retention through product adoption • Identify and communicate usability, procedural, and technical issues to leadership • Participate in onboarding programs for large enterprise firms • Assist with department documentation and perform other assigned duties

🎯 Requirements

• Bachelor’s degree in Computer Science, Education, Information Technology, or equivalent work experience • 2+ years of experience in software training or software consultancy in the FinTech Industry with a focus on adult learning principles • Working knowledge in learning management systems and e-learning tools • Working knowledge of financial advisory services preferred • Working knowledge of financial terms and concepts • 0-5% travel • Strong verbal and written communication and interpersonal skills • Ability to communicate effectively with technical and non-technical audiences • Problem-solving ability in a teamwork, innovation, and excellence-oriented environment • Ability to adapt to change and competing demands • Creative approach to delivering coaching solutions • Strong organizational skills and attention to detail • Ability to interact with all levels of the organization • Strong competence surrounding financial instruments, planning techniques, and the financial industry • Ability to comprehend and communicate technical, industry, and product-specific concepts • Proficient with Microsoft Office applications including PowerPoint, Excel, and Word • Proficient with Salesforce

🏖️ Benefits

• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off • Inclusive, people-first culture • Equal employment opportunity workplace