Note: The job is a remote job and is open to candidates in USA. Total Expert is a customer engagement platform trusted by over 200 financial enterprises, providing solutions that enhance customer journeys. The Associate Professional Services Consultant will support product implementation and configuration, manage customer deliverables, and ensure successful project outcomes while engaging with clients directly.
Responsibilities
- Manage onboarding, platform configuration, and content projects for customers
- Interpret customer requirements into actionable tasks using internal systems and processes
- Coordinate with internal teams (Content, Support, Implementation) to ensure timely project execution
- Maintain accurate documentation, including scope notes, progress updates, and QA signoffs
- Engage directly with customers to resolve issues, gather input, and guide setup decisions, and escalate if warranted, consistently operating with a customer’s success mindset
- Support internal initiatives related to process improvements and team efficiency
- Meet KPIs related to customer satisfaction, efficiency, and adherence to scope/timelines
- Contribute to team playbooks and knowledge articles, documenting implementation steps, FAQs, and lessons learned for internal reuse
- Capture recurring customer questions and configuration pain-points, relay structured feedback to Product and senior PS consultants for roadmap consideration
Skills
- 1–2 years of experience in SaaS, consulting, support, or project coordination
- Strong communication and organizational skills
- Ability to translate business goals into structured implementation tasks
- Familiarity with web applications, basic project management tools, and content systems
- Comfortable working cross-functionally in a fast-paced environment
Benefits
- Medical
- Dental
- Vision
- HSA (Health Savings Account)
- FSA (Flexible Spending Accounts)
- Company paid Life Insurance
- Short-Term Disability
- Long-Term Disability
- Flexible Time-Off (FTO)
- Paid Parental Leave
- 401(k) with employer match
Company Overview
Total Expert is a SaaS company that develops enterprise-grade marketing operating system (MOS) built for financial services organizations. It was founded in 2012, and is headquartered in Saint Louis Park, Minnesota, USA, with a workforce of 201-500 employees. Its website is http://totalexpert.com.