Professional Services and Solutions Lead
Greater NYC Area
2 days ago
Excited by interacting directly with clients to understand their needs, gathering requirements and building solutions with 3rd party platforms.
Build integrations with preferred partners and for specific client use cases such as state-required seed-to-sale systems for custody tracking, inventory and warehouse management, continually adapting to new products in the market.
Formulate best practices and document requirements, both technically and functionally, needed to address customer needs.
Build and execute successful client road maps driven towards company business goals.
Ensure projects are clearly defined, documented and managed through various project management tools including time management, project management and internal staff forecast requirements.
Resolve customer implementation challenges through training and consistent execution.
Collaborate with the sales and technical team for discovery, scoping, planning and deployment of Fintel applications to ensure our customers’ success.
Build the professional services team to deliver implementations with a high degree of customer communication and interaction, constantly evaluating client satisfaction and potential improvements.
Recruit, lead, build, cultivate and manage a best-in-class professional services team.
Become an expert on LeafLink’s API V2, expanding use cases to further our teams goal of creating the Industry Standard Platform for our dynamic user base.