What are the responsibilities and job description for the Customer Success Trainer position at AccuLynx?
About the Position:
AccuLynx is a fast-growing SaaS provider of CRM/project management software for roofing contractors. With more than 10 years in the business and impressive year-over-year revenue growth, we have quickly established ourselves as the leading software product in this multi-billion dollar industry.
Due to the unprecedented situation of COVID-19, AccuLynx has decided to protect our current and future employees by managing our business remotely. This is inclusive of interviewing, onboarding and each role day-to-day. Please consider that our roles will not be remote long-term and will return to an office setting once we're safe to do so following the guidance of local health authorities’ and the CDC.
AccuLynx is actively seeking a Customer Success Trainer to join us in our Beloit, WI offices! The Customer Success Trainer will report to our Director of Account Services and will be responsible for training new and existing customers on how to see greater success in their business using AccuLynx’s powerful CRM tools. This role will also serve as a key partner with our customers as they transition from their current processes to AccuLynx’s platform. Most companies who start with AccuLynx will go through as many as 4 one-on-one meetings with one of our training staff so this role is considered a critical extension of both the Sales and Support teams here at AccuLynx.
What You Will Do:
- Train both new and existing customers on all aspects of the AccuLynx tool
- Partner with customers to incorporate their current workflows, documents, calendars, photos, etc. into the program
- Assist our customers in enabling and administering 3rd party applications like QuickBooks, Google Calendar, multiple email clients, and multiple browsers
- Follow the customer training calendar as set by our Sales Department
- Update Salesforce with any and all information deemed pertinent to the success of the company
- Utilize ChurnZero as a supplemental tool to ensure each customer is progressing through the system as they should
- Participate in testing and feedback on AccuLynx features to ensure continued success of the product
- Daily, weekly and monthly KPI’s will be monitored to ensure success
Required Qualifications:
- High school degree or Associates degree in IT related field (preferred)
- Prior customer service experience and strong customer orientation
- Prior training or coaching experience
- Excellent verbal and written communication skills; must be able to communicate effectively with end users with a variety of levels of technological knowledge
- Ability to multi-task, prioritize, and manage time effectively
- Technology must be a passion
- Proficient with technology, as all meetings with customers are done via screen share
Preferred Qualifications:
- Bachelor’s degree from an accredited college or university
- Prior roofing or building construction experience
- Prior AccuLynx experience
Why We Love AccuLynx:
AccuLynx’s success as the #1 business management software for roofing contractors over the past 11 years is thanks to us investing in our employees, maintaining company values and focusing on a strong company culture. Our positive work environment has allowed us to retain employees that have been with us since our company’s inception and has provided the solid groundwork for us to develop an industry-leading product while exceeding our customer’s expectations. Because of our commitment to our company values and culture, we were recently officially recognized as a Great Place to Work Certified™ organization, with 90% of our employees naming AccuLynx as a great place to work.
We’re proud to regularly be recognized for software, product and company culture achievements. Our team’s shared belief in AccuLynx's mission promotes a culture of collaboration, innovation and fun. We have built a benefits program to match the strength of our team. This program includes:
- Attractive compensation packages
- Flexible paid time off - 3 weeks off in your first year!
- Competitive health coverage (medical, dental, vision)
- Free snacks and drinks
- 401K matching and safe harbor contributions
Position is based in Beloit, WI. Applicants must be able to work legally within the United States, and we currently do not offer H1B Visa sponsorship. Please, no 3rd party inquiries.
AccuLynx is an Equal Opportunity Employer committed to inclusion and employing a diverse workforce. All applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, disability, or other legally protected characteristics.