Key Responsibilities:

• Please Note: There is a requirement of this role to often be on-site with our customers across the Central US region.


On-Site Implementation and Setup:
• Travel to client sites to oversee the installation and setup of our solutions.
• Ensure all hardware and software components are correctly installed and configured.
• Coordinate with internal teams and clients to plan and execute rollouts.


Client Training and Support:
• Identifying clients’ needs to determine how they can best benefit from the Transfr platform
• Strategize, outline and deliver product training and resources that ensure a deep understanding of the Transfr solution
• Provide on-site troubleshooting and support to resolve any issues that arise during the implementation phase.
• Troubleshoot product and process-related issues and drive them to resolution, escalating issues to other team members or the product/engineering teams when needed


Relationship Management:
• Build and maintain strong relationships with clients through regular on-site visits and communication.
• Act as the primary point of contact for clients during the rollout period.


Project Coordination:
• Collaborate with Customer Success Managers to drive implementation and adoption through consultative product set up, training calls, and follow up with users
• Work closely with project managers to ensure timely and successful delivery of solutions.
• Monitor project progress and provide regular updates to stakeholders.
• Develop ROI Metrics: Establish key performance indicators (KPIs) and metrics to measure the effectiveness and financial impact of the implementation, that will then be presented to state and local officials


Feedback and Improvement:
• Gather feedback from clients during and after rollouts to identify areas for improvement.
• Collaborate with the product development team to incorporate client feedback into future releases.
• Assist the product team with quality assurance testing for new features, as needed
• Work closely with our customer success, sales, product, and marketing teams to develop strategies that ensure success for all users

Qualifications, Experience, and Skills:

• Minimum of 2 years of experience in a customer success, implementation, or technical support role.
• Proven experience with on-site client interactions and project management.
• Ability to travel extensively to client sites (50-75%)
• Strong technical aptitude with the ability to understand and explain complex solutions.
• Excellent communication and interpersonal skills.
• Demonstrated ability and inclination toward self-directed learning, balanced with a commitment to constant team collaboration and problem solving
• Highly organized with the ability to manage multiple projects simultaneously.
• Self-motivated and able to work independently.
• Strong client-focused approach with a commitment to delivering high-quality service.