
Product Onboarding Advocate
- Ciudad de México
- Permanente
- Tiempo completo
- Deliver Product Onboarding Program and foster relationships with first year customers
- Set customers up for success with an initial onboarding phone call and periodic check-ins to review progress with onboarding milestones, and to increase adoption of product through training resources
- Serve as primary point of contact (phone and/or email) through onboarding program
- Bring appropriate internal individuals together to resolve issues in a prompt and appropriate manner
- Meet performance objectives
- Minimum of 3 years experience working in a customer service environment or relevant experience
- A Bachelor's degree or equivalent experience
- Preferably knowledgeable in Thomson Reuters Tax & Accounting software products.
- Excellent analytical, decision-making, time management, and multi-tasking abilities, with a capacity to self-manage and stay motivated in a fast-paced, high-pressure environment.
- Strong relationship-building skills with various roles within a firm, including IT, staff, and managing partners, alongside strong partnership, communication, and collaboration skills.
- Willingness to learn new processes and skills to enhance the customer experience, excel in a peer coaching atmosphere, and provide constructive feedback.