Onboarding Account Executive Job at ABC Financial Services, Inc.
Company : ABC Fitness Solutions
We're committed to bringing passion and customer focus to the business.
WHAT’S IN IT FOR YOU:
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Job Description
Summary
This role is solely responsible for managing the complete business and financial integration of new customers onto ABC’s platform, typically 90 to 120 days after the client joins ABC. This role ensures the client’s needs are satisfied through the formulation, development, implementation and delivery of application solutions, systems and processes in response to client requirements expressed in the discovery and/or sales process. They will be directly responsible for onboarding new business, to include: creating project plans, structures, scheduling, staffing requirements, and any budget restrictions throughout the project’s entirety.
This position is responsible for successfully managing integration requirements on multiple, concurrent projects. The projects vary in complexity and scope, requiring strong attention to detail. Additionally, during this project life cycle, this position will serve as the primary contact with the customer, communicating the balancing constraints of project scope, timelines, quality, risk evaluation, setting the expectations and monitoring the client’s assessment. This position will work in line with company values and goals, working towards exceeding expectations and creating raving fans with all onboarding new customers.
Essential Duties and Responsibilities
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Manages client through ABC onboarding process
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Manages project expectations notably around the entire project scope, clarifying project roles and responsibilities
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Assumes leadership role in ensuring that ABC is aware of and focused on providing the appropriate software and system solutions to our clients
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Assumes accountability for the complete resolution of the onboarding project
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Takes ownership of assigned issues and work as the client’s advocate to bring resolution in a timely manner
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Ensures clients fully utilize the solutions offered and ensure that ABC earns the maximum revenue possible for each client.
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Teaches and reinforces clients how to get the most out of their relationship with ABC
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Provides clients with specialized software and system training when necessary
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Monitors and manages support ques and the Client Portal
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Up Sells/Cross Sells and educates on all aspects and features of ABC across all platforms
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Manages, delegates and inspects client issues with divisional leadership
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Uses Salesforce, or other designated CRM, as required to track client interaction and activity
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Facilitates requirements discussions, capture business and financial information, and document the requirements as it relates to the integration in its entirety
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Develops and maintains accurate project deployment and integration schedules
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Oversees and supplies leadership for OSIM customer visits related to assigned cases
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Approves deliverables and post deliverable signoff
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Provides reporting from all software sources that emulates client’s reporting structure and caters to their specific business needs, financial, growth forecasting, production, marketing and demographic reporting
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Directs all conversion activities, working with all internal ABC departments to ensure the appropriate response and communication with the client
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Manages, delegates and inspects client issues with department leadership
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Works with ABC upper management to resolve issues when necessary
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Provide weekly summaries to department management concerning projects
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Provides expert guidance and support for internal and onsite employees to address critical and/or outstanding issues impacting the project implementation
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Works with Software Development to champion product enhancements and support improvements
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Provides project completion documentation to the Client Management Division to facilitate a seamless transition to the final stage of the project life cycle.
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Maintains an expert level understanding of all client facing software and systems
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Represents ABC at tradeshows and industry functions
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Proactively creates opportunities to educate and mingle with clients in region meetings and client gatherings
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Provides on time monthly business plans
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Records expenses in a timely fashion on a bimonthly basis and adhere to expense policy
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Perform other duties as assigned by manager or management
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Regular and reliable attendance required
Supervisory Responsibilities
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None
Qualifications
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Expert iSeries knowledge
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Expert Club Reporting System knowledge
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Advanced Datatrak knowledge
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Advanced Microsoft Excel skills
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Intermediate MS Word, MS Access, Outlook, OneNote
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Excellent communication skills, verbal and written
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Excellent time management
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Must demonstrate leadership
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Must be a self-starter
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Must be able to make independent decisions and take calculated risks
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Must be able to travel up to 15 days a month or more as required
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Must be dedicated to be available on-call 24/7
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Must be an excellent communicator
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Must be able to coordinate and maintain several projects with multiple deadlines
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Must be able to effectively work across multiple departments to resolve customer issues
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Must be an excellent problem solver
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Ability to learn and implement technical skills
Education and/or Experience
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High school diploma or equivalent
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Project Management Certification (preferred)
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College degree (preferred)
Language Skills
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Excellent written and verbal communication skills
Reasoning Ability
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Ability to problem solve using deductive reason skills in a timely manner
Mathematical Skills
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Basic skills including but not limited to addition, multiplication and division of whole numbers, decimals and fractions
Physical Demands
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Ability to periodically lift 35 pounds
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Must be able to travel as needed
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May frequently be required to stand, walk, use hands, reach, stoop, kneel or bend, talk, or hear
Work Environment
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Quiet to moderate noise level
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Fast paced and positive
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Intense and stressful work levels
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Employee may be required to furnish mobile services and devices necessary to receive business communications on a continual basis; including voice, text, email, and ability to connect to ABC’s enterprise email server
WHAT’S IN IT FOR YOU:
- A work environment built on ideation, collaboration, and our Core Values of integrity, excellence, results, respect, team & community.
- A fast-growing & fast-paced start-up culture prime for the picking. It’s a vibe!
- People-focused benefits including Medical, Dental, Vision, 401K, Best Life & more.
ABC’S COMMITMENT TO DIVERSITY, EQUALITY, BELONGING AND INCLUSION:
ABC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We are intentional about creating an environment where employees, our clients and other stakeholders feel valued and inspired to reach their full potential and make authentic connections. We foster a workplace culture that embraces each person’s diversity, including the extent to which they are similar or different. ABC leaders believe that an equitable and inclusive culture is not only the right thing to do, it is a business imperative. Read more about our commitment to diversity, equality, belonging and inclusion at abcfitness.com
ABC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We are intentional about creating an environment where employees, our clients and other stakeholders feel valued and inspired to reach their full potential and make authentic connections. We foster a workplace culture that embraces each person’s diversity, including the extent to which they are similar or different. ABC leaders believe that an equitable and inclusive culture is not only the right thing to do, it is a business imperative. Read more about our commitment to diversity, equality, belonging and inclusion at abcfitness.com
ABOUT ABC:
ABC Fitness Solutions (abcfitness.com) is the premier provider of software and related services for the fitness industry, and has built a reputation for excellence in support for clubs and their members. ABC is the trusted provider to boost performance and create a total fitness experience for members of clubs of all sizes whether a multi-location chain, franchise or an independent gym.
Founded in 1981, ABC helps nearly 16,000 clubs and facilities globally perform better and more profitably offering a comprehensive SaaS club management solution that enables club operators to achieve optimal performance. ABC Financial is a Thoma Bravo portfolio company, a private equity firm focused on investing in software and technology companies (thomabravo.com).
Founded in 1981, ABC helps nearly 16,000 clubs and facilities globally perform better and more profitably offering a comprehensive SaaS club management solution that enables club operators to achieve optimal performance. ABC Financial is a Thoma Bravo portfolio company, a private equity firm focused on investing in software and technology companies (thomabravo.com).
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
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