SaaS Customer Engagement Consultant
Core
Trusted advisor and operational point of contact for premium customers, driving adoption of fraud and identity solutions to maximize client value and retention.
Role type
Senior Customer Success Consultant (SaaS)
Builds
Fraud and identity protection solutions for financial services and insurance clients
Domain
Financial services / Identity and Access Management / Fraud Prevention
Deliverable
client delivery
Required skills
Strategic consulting, customer lifecycle management, fraud analysis, data-driven problem solving, stakeholder engagement, project management, SaaS adoption strategies
Preferred skills
Financial services industry experience, identity verification expertise, Spanish/Portuguese fluency, data visualization tools (Tableau/Looker/Databricks)
Technologies
Microsoft Excel, Tableau, Looker, Databricks, Salesforce, JSON
Responsibilities
Lead customer onboarding, training, and operational reviews; analyze customer challenges and provide data-driven solutions; monitor adoption trends and sentiment; collaborate with Sales and Product teams to drive growth; manage cross-functional projects and ensure successful delivery.
Seniority
Senior, hands-on IC
