Description
Overview of Position
We are looking for a motivated Customer Success Manager with 3+ years of experience to help drive onboarding, support, training, and change management within the A&T Customer Success team for the TransAct platform. This is an immediate opportunity for a full-time position.
• Provide strategic implementation planning and support for A&T accounts onboarding to TransAct platform
• Provide both new and ongoing training for accounts to support user knowledge and adoption
• Proactively engage with accounts to uncover training needs and knowledge gaps
• Serve as voice of customer to product team by reviewing user complaints and concerns to identify ways to improve user experience
• Own creation of user walkthroughs, guides, and training materials in collaboration with product
Essential Duties and Responsibilities
• Learn, support and drive the adoption of TransAct and other A&T supporting technology tools including; Sequentra, Vantage, Deal IQ, and others.
• End-to-end ownership of new account onboarding process, including demos, playbook information and data sourcing, training, hypercare coverage
• Strategic planning for complex client on-boardings and migrations from third party, external, or proprietary systems
• Ongoing, ad-hoc training as needed for client teams
• Proactive outreach to newly onboarded accounts to evaluate need for additional training and support
• Ownership of creation and continued maintenance of accurate, up-to-date training materials and resource guides
• Creation of new feature launch communications and walk-throughs in collaboration with product
• Service request tracking and resolution for assigned accounts
• Evaluation and initial requirements gathering for client feature requests
• Negotiations and communications with accounts for paid customizations
• Support the execution of comprehensive change, training and communication plans associated with deployment the A&T technology tools.
• Provide analysis support, proactively manage data and data sources, prepare periodic reports on key company adoption and usage metrics.
• Act as liaison to Digital & Technology team members to translate business requirements and needs, and vice versa.
• Performs other duties may be assigned.
• No formal supervisory responsibilities in this position.
Qualifications
• Bachelor's degree (BA/BS) from 4-year college or university required.
• Minimum of 3 years of related experience and/or training.
• Prior transaction management experience preferred.
• Excellent written and verbal communication skills.
• Strong organizational and analytical skills.
• Ability to provide excellent and courteous service to customers.
• Excellent problem-solving skills where time constraints and multiple options are at play.
• Ability to effectively present information.
• Ability to comprehend, analyze, and interpret documents.
• Requires intermediate analytical and quantitative skills.
• Technically savvy with solid experience using sales database systems, Microsoft Office (PowerPoint, Excel, Word), Outlook, social media, internet.
• Responsible for setting own project deadlines
CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
We are looking for a motivated Customer Success Manager with 3+ years of experience to help drive onboarding, support, training, and change management within the A&T Customer Success team for the TransAct platform. This is an immediate opportunity for a full-time position.
• Provide strategic implementation planning and support for A&T accounts onboarding to TransAct platform
• Provide both new and ongoing training for accounts to support user knowledge and adoption
• Proactively engage with accounts to uncover training needs and knowledge gaps
• Serve as voice of customer to product team by reviewing user complaints and concerns to identify ways to improve user experience
• Own creation of user walkthroughs, guides, and training materials in collaboration with product
Essential Duties and Responsibilities
• Learn, support and drive the adoption of TransAct and other A&T supporting technology tools including; Sequentra, Vantage, Deal IQ, and others.
• End-to-end ownership of new account onboarding process, including demos, playbook information and data sourcing, training, hypercare coverage
• Strategic planning for complex client on-boardings and migrations from third party, external, or proprietary systems
• Ongoing, ad-hoc training as needed for client teams
• Proactive outreach to newly onboarded accounts to evaluate need for additional training and support
• Ownership of creation and continued maintenance of accurate, up-to-date training materials and resource guides
• Creation of new feature launch communications and walk-throughs in collaboration with product
• Service request tracking and resolution for assigned accounts
• Evaluation and initial requirements gathering for client feature requests
• Negotiations and communications with accounts for paid customizations
• Support the execution of comprehensive change, training and communication plans associated with deployment the A&T technology tools.
• Provide analysis support, proactively manage data and data sources, prepare periodic reports on key company adoption and usage metrics.
• Act as liaison to Digital & Technology team members to translate business requirements and needs, and vice versa.
• Performs other duties may be assigned.
• No formal supervisory responsibilities in this position.
Qualifications
• Bachelor's degree (BA/BS) from 4-year college or university required.
• Minimum of 3 years of related experience and/or training.
• Prior transaction management experience preferred.
• Excellent written and verbal communication skills.
• Strong organizational and analytical skills.
• Ability to provide excellent and courteous service to customers.
• Excellent problem-solving skills where time constraints and multiple options are at play.
• Ability to effectively present information.
• Ability to comprehend, analyze, and interpret documents.
• Requires intermediate analytical and quantitative skills.
• Technically savvy with solid experience using sales database systems, Microsoft Office (PowerPoint, Excel, Word), Outlook, social media, internet.
• Responsible for setting own project deadlines
CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
Job Function
Not specified
Job Sector
Not specified
Experience
N/A
This job is no longer active.