Asset-Map is an advisor-facing fintech company that visualizes a household’s complete financial inventory on one page. With thousands of financial professionals having mapped over 1 million people, comprising over $1.4 trillion in financial instruments on the platform, Asset-Map is paving the way to become the world-wide standard for personal and professional finance management.
Asset-Map is looking for an Onboarding Advisor to join our dynamic team. This is an important role with the opportunity to make a significant impact on the direction of our Platform and on this rapidly growing company and the millions of people experiencing the platform worldwide.
If you are looking for an exciting role at a creative, collaborative, high-growth fintech company, the Onboarding Advisor role at Asset-Map may be for you.
Reporting to the Manager of Customer Onboarding, our Onboarding Advisor will focus on early adoption of the Asset-Map platform by providing best-in-class virtual training for our new subscribers. The onboarding experience is the first touchpoint with the success team and is a vital and crucial aspect of our customer’s overall Asset-Map journey. The person best suited for this role will bring knowledge and know-how in facilitating virtual webinar style sessions with articulation, gusto and passion for the financial technology space.
PRIMARY RESPONSIBILITIES
Become a subject matter expert on the Asset-Map platform, process and experience
Coach, collaborate and train new users of the platform on the value, features and benefits to their business
Deliver engaging live webinars multiple times per week, virtually through Zoom
Handle rapidly growing new subscriber base’s onboarding needs including “Elite” level feature roll-outs and customizations
Contribute to the success team’s overall mission in delivering exceptional customer experiences, reducing churn/increasing retention
Serve as “Voice of the Customer” by gathering and sharing important client feedback internally
Share lessons from the field with the onboarding team and assist with re-crafting and improving messaging both written (Email) and verbal
Assist in analyzing and reporting upon new user feature adoption metrics
REQUIREMENTS
Associate level college degree or higher
1 year experience delivering virtual or in-person training and/or customer success implementation focused role (ex. Onboarding coach, Customer Success Manager, Onboarding Specialist, Training Manager, Customer Success Advisor etc.)
1 year experience in financial technology or related space
Strong technical aptitude and/or SaaS experience
Excellent communication skills, both written and verbal
Strong ability to deliver technical details and business strategy after quickly understanding customer’s existing processes
Patience and enthusiasm for explaining complex concepts to a diverse audience
Adaptability and comfortable handling various tasks and responsibilities while ensuring accuracy and attention to detail
A collaborative and dependable team-player with can-do attitude
Self starter and comfortable working with a high degree of autonomy
OTHER VALUED QUALITIES AND SKILLS
1 year Hubspot CRM experience
Paraplanner and/or Financial Planning experience
Camtasia or other video editing software experience
Proficient Powerpoint or Google Slides skills
Has used Asset-Map or other financial services technology (fintech) and/or financial services experience; including but not limited to investments, life insurance, annuities, and other financial instruments
Knowledge of Adult Learning Theory and concepts
Employment type
Full-time
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