Remote Customer Training & Advisory Specialist

Summary

Join Sagent as a Senior Staff Customer Training and Advisory Specialist and lead the development of advanced customer training programs, drive process improvements, and serve as a subject matter expert for Tier 2 and Tier 3 support.

Requirements

• Bachelor’s degree in Business, Computer Science, or relevant discipline with 4 - 6 years of experience in a related field. Experience will be considered in lieu of a degree
• Extensive experience in strategic customer training and advisory roles
• Proven ability to drive process improvements and streamline customer workflows
• Strong leadership and mentoring capabilities
• In-depth knowledge of mortgage servicing and financial technology
• Expertise in serving as a subject matter expert for Tier 2 and Tier 3 support
• Experience conducting Business Process Reviews in a consultative role

Responsibilities

• Provide strategic leadership in the development and execution of advanced customer training programs
• Develop and implement training initiatives to enhance customer utilization and satisfaction
• Act as a senior advisor, guiding customers on the optimal utilization of systems
• Drive process improvements and support existing customers in streamlining workflows
• Serve as a subject matter expert for Tier 2 and Tier 3 support, offering advanced solutions
• Mentor junior staff and contribute to the continuous development of the team's expertise
• May provide guidance to others as a Lead or an individual contributor project manager, leveraging technical expertise
• Collaborate with cross-functional teams to understand and drive customer requirements for onboarding and system utilization
• Conduct Business Process Reviews in a consultative role, providing insights for enhancing customer workflows
• Provide training and support to reduce customer effort and ensure a smooth experience

Benefits

• Remote/Hybrid workplace options
• Health Benefits
• Unlimited Flexible Time Off
• Family Planning Services
• Tuition Reimbursement
• Paid Family Leave
• 401(k) Matching
• Pet Insurance
• LinkedIn Learning
• Virtual Social Experiences
• Career Pathing
• Focus Time Fridays