Responsibilities

• Running onboarding sessions with new client firms, walking them through the product and setting expectations for their migration
• Coaching clients through data preparation: what to clean, what to restructure, what needs to happen in their current CRM before export
• Managing the flow of active migrations: tracking status, coordinating with the engineering team, keeping clients informed
• Delivering training sessions with a consistent, patient, professional tone regardless of client technical level
• Navigating live product issues in front of clients with composure while coordinating internal resolution
• Handling inbound support questions from existing clients
• Maintaining and expanding the Altitude knowledge base
• Creating and updating tutorials and product walkthroughs
• Uploading content to the content library, managing user licenses on the backend
• General customer service work as needed

Requirements

• Comfortable learning new software quickly
• Strong written and verbal communication skills
• Able to explain technical concepts in plain language to non-technical users
• Patient and composed when clients are frustrated or under pressure
• Detail-oriented enough to spot problems in messy data
• Proactive communicator who doesn't let things fester
• Able to manage multiple priorities in a fast-moving environment
• No financial services or CRM experience required.

Benefits

• Health, dental, and vision benefits
• A real seat at the table. Your work will be seen by leadership and will directly shape the client experience.
• Stock options in Altitude. Real equity in a real company. We are bootstrapped and building something we believe will matter in this industry for a long time. Early team members share in that.
• Training and growth. We will invest in teaching you the product, the industry, and the methodology. We expect you to grow into deeper responsibility over time.