What are the responsibilities and job description for the Client Success Coach position at eMoney Advisor?
Description
Job Summary
The Client Success Coach is responsible for enhancing user product knowledge and increasing adoption of the eMoney platform. The Client Success Coach is passionate about adult learning and is comfortable and confident using a wide array of strategies, tools, and delivery modalities to achieve learning goals. The learning experience provided supports both new and tenured users.
The Client Success Coach develops and executes scalable learning initiatives by providing a consultative onboarding approach to ensure advisors receive training to effectively implement the eMoney platform into their current workflow.
This position requires an understanding of the eMoney platform with exceptional communication and organizational skills.
Job Responsibilities
- A subject matter expert in the eMoney platform who delivers consultative coaching to guide users through a customized onboarding program
Execute agreed-upon onboarding program, monitor progress and advisor satisfaction throughout and adjust the coaching topics as needed for the planning platform
Requirements
Skills
The salary range for this position is $62,000 - $79,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
Employee Acknowledgement
I have reviewed this job description and I understand all my job duties and responsibilities as set forth herein. I can perform the essential functions as outlined with or without reasonable accommodations, which I understand that I can request from Human Resources. I understand that my job may change on a temporary or regular basis per the needs of my location or department without it being specifically included in the job description. If I have any questions about job duties not specified on this description that I am asked to perform, I should discuss them with my immediate supervisor or a member of Human Resources.
I further understand that future performance evaluations are based on my ability to perform the duties and responsibilities outlined in this job description to the satisfaction of my immediate supervisor. I have discussed any questions I may have had about this job description prior to signing this form.
Printed Name ____________________________________________
Signature ______________________________________
Date ___________________
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Salary : $62,000 - $79,000
