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Total Expert · 4 hours ago

Associate Professional Services Consultant

United States

Full-time

Remote

Entry Level

$55K/yr - $65K/yr

1+ years exp

Total Expert is a customer engagement platform trusted by financial enterprises. The Associate Professional Services Consultant supports the implementation and configuration of product solutions, engaging with customers to manage deliverables and ensure successful project outcomes.

Financial ServicesFinTechMarketing AutomationReal EstateSaaSSoftware

No H1B

Responsibilities

Manage onboarding, platform configuration, and content projects for customers

Interpret customer requirements into actionable tasks using internal systems and processes

Coordinate with internal teams (Content, Support, Implementation) to ensure timely project execution

Maintain accurate documentation, including scope notes, progress updates, and QA signoffs

Engage directly with customers to resolve issues, gather input, and guide setup decisions, and escalate if warranted, consistently operating with a customer’s success mindset

Support internal initiatives related to process improvements and team efficiency

Meet KPIs related to customer satisfaction, efficiency, and adherence to scope/timelines

Contribute to team playbooks and knowledge articles, documenting implementation steps, FAQs, and lessons learned for internal reuse

Capture recurring customer questions and configuration pain-points, relay structured feedback to Product and senior PS consultants for roadmap consideration