Informativ · 1 month ago
Client Success Advisor
United States
Full-time
Remote
Entry, Mid Level
2+ years expInformativ LLC offers credit report and compliance solutions to the automotive and general consumer finance industries. The Client Success Advisor is responsible for deploying Informativ software effectively and efficiently, training customers both onsite and remotely to ensure successful implementation and ongoing use of the products.
ConsultingDigital MarketingFinancial Services
Responsibilities
Delivers classroom training both onsite and in the regional classroom, providing training needs assessment, course development and instruction for the installation and ongoing use of INFORMATIV products
Provides training on a range of INFORMATIV software products, tools, support and practical set-ups found at typical client sites
Gains expert operating knowledge of assigned products while researching activities through customer visits, interviews, reading relevant documents and attending classes
Coordinates training materials, meets project deadlines and quality requirements, delivers training packages and provides support for existing training materials
Develops training goals and course content standards and guidelines that will be used in training and makes recommendations to management on needed additions/changes to them
Training dealership accounting personnel and other personnel on the utilizing INFORMATIV DMS in a Retail Automotive Dealership
Learning and delivering Training Processes to effectively execute the installation training
Efficiently complete all required training, reporting, signoffs, and other administrative items prior to deadlines
Continuously upgrade training and product skillsets to stay current and expand your knowledge
Plan travel and expenses according to guidelines
Effectively communicate ideas for improvement
Participate in installations, support requests, and training execution to assure quality control in training
Provide technical subject matter expertise by engaging key stake holders to understand business requirements and identify product and product setup requirements
Guide and advise the customer in terms of best practice operational processes and system usage practices to achieve best ROI for the selected product set
Establish the base software installation pack and configure the system to operate as expected
Perform system integration testing, escalating any issues to manager
Manage and execute data migration activities (if required) to ensure the existing customer data is imported, validated, and signed off by the customer prior to go-live
Verify with the client through UAT (user acceptance testing,) that the system is configured correctly
Execute the cut-over to production on the agreed go-live date
Provide on-site support to end users to guide, advise, train, and verify that users are able to undertake their roles using the products
Perform and complete any additional tasks as assigned
Qualification
Required
Experience working in an automotive SaaS industry
100% Travel Required
2+ years software training experience
Experience with executing customer-facing implementation or product delivery projects
Demonstrated experience managing multiple priorities and balancing competing priorities
Excellent interpersonal/communication and presentation skills
Benefits
Health, Dental, and Vision insurance.
401(k) with company match
Paid time off and holidays
Career advancement opportunities
Ongoing professional development and training
Company
Informativ
Informativ offers credit report, lead enrichment, and compliance solutions to the automotive and general consumer finance industries
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Rosenberg
Chief Financial Officer
Kimberly Lang
Chief Operating Officer
Recent News
2026-01-14
2025-09-30
Company data provided by crunchbase