The primary responsibility of the Client Success Administrator is to provide administrative support for the Client Success team.
Job Responsibilities
Outreach initiatives to clients in coaching statuses who have not responded to welcomes and/or scheduled following appointments with their coach and appointment reminders
Schedule clients who have not responded to welcomes and or scheduled following appointments with their coach
Support Client Success Coaching surveys and metric reporting
Support Client Success Coaching with ad hoc reporting needs, including Salesforce
Administer Success Coaching surveys and collect data from Qualtrics
Document all manual success coaching administrator processes. Work with management to define methods to migrate manual processes to systematic processes
Assist with LMS maintenance, release courses as needed and testing of LMS content
Support teams with Outreach administration, such as adding a coach to the roster and ensuring the coach’s name appears in Salesforce
Outreach liaison when troubleshooting issues; remediate issues and provide updates to team
Maintain Onboarding email group and screen requests to create cases in Onboarding Queue when coach is needed
Support Onboarding digital package process
Facilitate scheduling of internal training efforts
Requirements
Associates Degree or equivalent experience
1-3 years of proven administrative experience
Skills
Ability to master software used by teams, such as Salesforce, eMoney Admin tool, Outreach
Excellent written and verbal communication and interpersonal skills
Exceptional time management and organizational skills
Ability to work independently and as part of a geographically dispersed team
Must be self-motivated and know when to escalate or seek guidance
Flexibility to take on new/different tasks
Ability to manage multiple projects and tasks simultaneously
Detail oriented and able to accomplish a wide variety of tasks in a fast-paced environment
Working knowledge of MS Office suite
The salary range for this position is $35,000 – $50,000; 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.
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 96,000 financial professionals and support over 4.5 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.
eMoney is office optional. eMoney requires all individuals attending or working out of eMoney offices or visiting eMoney clients to be fully vaccinated against COVID-19. For positions that can only be performed at an eMoney office, candidates must be fully vaccinated against COVID-19 and present acceptable proof of vaccination by the date of hire as a condition of employment.
eMoney will consider requests for reasonable accommodation as required under applicable law. To qualify as being fully vaccinated against COVID-19 there should have been a two week period after receiving the second dose (or any government recommended booster shot) in a 2-dose COVID-19 vaccine series, or a two week period after receiving a single-dose (or any government recommended booster shot) in a single dose COVID-19 vaccine.
