Client Dashboard Specialist
Configures, troubleshoots, and maintains client dashboards while collaborating with Sales, onboarding, support, and account management teams. The role requires strong communication, problem-solving, attention to detail, and the ability to learn new technologies.
About the job
Responsibilities
- Strategize and communicate with the Sales team to interpret different companies’ business needs and customize their FareHarbor dashboards accordingly.
- Work closely with Client Onboard Specialists to implement changes based on client feedback during training.
- Collaborate with Customer Support and Account Management teams to update existing client dashboards.
- Manage multiple projects simultaneously, prioritizing tasks and projects of differing durations as circumstances change.
- Become an expert FareHarbor user and stay current on product updates through continued education presentations and feature rollout information.
- Provide feedback on best practices and product features in a continuously improving environment.
- Assist the team and company with seasonal and ongoing projects.
Requirements
- Professional working English proficiency.
- Strong written and verbal communication skills.
- UX-focused thinking.
- Excellent problem-solving skills, with flexibility and creativity in finding solutions.
- Strong attention to detail.
- Deadline-driven approach.
- Proven ability to learn and master new technologies.
Nice-to-haves
- Experience working with multiple software programs simultaneously.
- Experience with Google Workspace, particularly Google Sheets.
- Experience with Apple operating systems and Macintosh computers.
- Customer-facing support experience.
- Experience mentoring or training new hires.
Compensation and Benefits
- Global leave benefit.
- 22 weeks of paid parental leave.
- 2 weeks of paid grandparent leave.
- Extended care and bereavement leave.
- Life insurance policy.
- 26 days of annual leave.
- Work-from-home assistance.
- Educational opportunities and individual skill development and growth programming.
- Social hours, events, and team-building activities.
- Hybrid-friendly work environment.
- Wellness benefits, including a Headspace subscription and wellness webinars.
- Opportunity to share ideas and make a difference in a growing company.
Skills
Google Sheets, Google Workspace, Apple Macos, Macintosh Computers, Dashboard Configuration, Troubleshooting, UX Design, Customer Support, Project Prioritization, Written Communication
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