Client Engagement Specialist @ Ovrture | Jobright.ai
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Ovrture ยท 1 day ago

Client Engagement Specialist

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FinTechSaaS
Hiring Manager
Chris Snavely
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Responsibilities

Serve as the main liaison between the company and assigned clients, ensuring clear and effective communication.
Develop and maintain strong, long-lasting relationships with clients by understanding their needs, goals, and challenges.
Schedule and conduct regular meetings with clients to assess satisfaction levels and address any concerns or opportunities.
Guide new clients through the onboarding process, ensuring a smooth transition and full understanding of our software capabilities.
Conduct personalized training sessions and webinars to educate clients on product features and best practices.
Create and update client-facing resources such as user guides, tutorials, and FAQs to enhance the customer experience.
Proactively identify, troubleshoot, and resolve client issues in a timely manner, coordinating with technical teams as necessary.
Gather and relay client feedback to product development teams to inform future enhancements and updates.
Monitor client usage and engagement metrics to anticipate needs and prevent potential issues before they arise.
Work closely with the product team to align client needs with company offerings.
Participate in developing and refining internal processes to improve efficiency and client satisfaction.
Keep abreast of industry trends, best practices, and competitive landscape to provide clients with relevant insights.

Qualification

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Client SuccessAccount ManagementCustomer SupportTechnical ProficiencyProject Management ToolsClient-Focused

Required

Bachelor's degree in Business, Communications, Marketing, or a related field; or equivalent work experience.
Minimum of 2 years in a client-facing role such as Client Success, Account Management, or Customer Support, preferably within the SaaS industry.
Exceptional verbal and written communication skills with the ability to convey complex concepts clearly and professionally.
Demonstrated ability to manage detailed client information and follow through on tasks without supervision.
Strong analytical skills with a knack for creative problem-solving and the ability to handle challenging situations calmly.
A firm grasp of the virtual workspace, including a high comfort level with technology and project management platforms (we use Monday.com).
Self-motivated, disciplined, and able to work independently in a remote setting with a reliable internet connection.
Excellent organizational skills with the ability to manage multiple clients and projects simultaneously while meeting deadlines.

Benefits

Health insurance
Company-sponsored life insurance
Short- and long-term disability insurance
Pre- and post-tax 401(k) profit-sharing plans with a company match
Paid time off includes 10 holidays throughout the year and 15 additional days
Remote Work Environment: Enjoy the flexibility of working from anywhere while staying connected with a supportive team.
Professional Growth: Opportunities for continuous learning, professional development, and career advancement.
Work-Life Balance: Generous paid time off, including vacation days and company-recognized holidays.
Collaborative Culture: Be part of a diverse and inclusive team that values open communication and teamwork.
Innovative Environment: Work with cutting-edge technology and contribute to products that make a real impact for our clients.

Company

Ovrture

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Ovrture is a cloud-based digital platform that specializes in fostering engagement between an organization and its donors.

Funding

Current Stage
Early Stage

Leadership Team

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Chris Snavely
Managing Partner
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Company data provided by crunchbase
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Orion

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