SaaS Customer Engagement Consultant
Core
Trusted advisor and operational point of contact for premium customers, driving adoption of fraud and identity solutions.
Role type
Senior Customer Success Consultant (SaaS)
Builds
Customer success strategies, adoption initiatives, and operational support for fraud/identity platforms
Domain
Financial services / Identity and Access Management / Fraud Prevention
Deliverable
client delivery
Required skills
Strategic consulting, customer relationship management, project management, data analysis, stakeholder engagement, SaaS lifecycle management
Preferred skills
Fraud management, identity verification, financial services industry experience, Spanish/Portuguese fluency, SQL/Tableau/Looker/Databricks
Technologies
Microsoft Excel, Tableau, Looker, Databricks, Salesforce, JSON
Responsibilities
Lead customer engagements (onboarding, training, reviews), analyze customer challenges and provide data-driven solutions, monitor adoption trends, manage cross-functional projects, identify expansion opportunities, deliver operational support and issue resolution
Seniority
Senior, hands-on IC
