• Manage end-to-end onboarding of analytics and data vendor resources • Coordinate with procurement, legal, and IT to ensure all onboarding requirements are met • Facilitate access provisioning processes (e.g., identity and system access) • Ensure vendors comply with company security, data governance, and operational policies • Track and maintain documentation related to vendor compliance requirements • Identify and resolve compliance gaps or onboarding delays • Serve as the point of contact between internal teams and vendor partners • Work with vendor management and procurement teams to support contractor onboarding tied to vendor agreements • Support scaling of analytics contractor resources across global teams • Document and improve vendor onboarding workflows • Recommend improvements to streamline vendor engagement and compliance tracking • Support implementation of tools or platforms used for vendor management

• Lead Kick-off calls. • Conduct back-to-back, 30-minute* Zoom sessions with customers who have just started their free trial. • Guide users through the end-to-end account setup, including API integrations, tracking installations, and dashboard configuration. • Clearly communicate the value of ClickGrow features while troubleshooting any immediate technical hurdles the user faces. • Identify common friction points during the setup process and relay feedback to the product team to improve the self-serve experience. • Review and verify available information. • Ensure utmost confidentiality while handling the Onboarding. • Ensure new clients have access to technical assistance to properly connect and set up their software. • Uphold all verification details on the ClickGrow dashboard by being diligent in reviewing client details and profiles. • Escalate fraud, suspicious activity, or terms of service violations to the appropriate team. • Adapt to evolving requirements, internal policies, and operations.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Customer Training Specialist, you'll be at the heart of our customers' success — the expert voice they trust as they get up and running with our industry-leading Commercial and Enterprise products. You'll support the full onboarding experience, build lasting relationships, and make a real impact on how our customers work every day. Here's what that looks like: - Lead transformative onboarding experiences: You'll guide new and existing customers through product training tailored to their goals, ensuring every customer feels confident and empowered from day one. - Champion the customer: You'll be the bridge between our customers and our products, proactively advocating for their needs with internal teams across sales, marketing, engineering, and product. - Drive complex training initiatives: Partnering with the Customer Success team, you'll lead large-scale onboarding engagements, tracking milestones, flagging risks, and keeping everything moving forward. - Shape the future of our training content: As a subject matter expert, you'll contribute to the creation of scalable educational materials and a growing library of support resources that make our customers' lives easier. - Be a trusted partner throughout the journey: You'll stay by the customer's side throughout onboarding, sharing best practices and following up to ensure they're thriving long-term. - Turn customer insights into action: You'll analyze trends in how customers use our products, identify opportunities for improvement, and bring those findings back to the teams who can act on them. Qualifications - Bachelor’s degree in related field; or equivalent combination of education and experience. - 2+ years of experience in customer support, preferably in high-paced, high-stakes environments. - Experience leading product implementations. - Prior experience working in SaaS, product development and implementation, or civil and infrastructure construction. - Customer relationship management systems (e.g., Salesforce). - Experience using JIRA, Confluence, and Google Analytics. - Microsoft Office (Word, Excel, PowerPoint). - Communication tools such as Slack, Zoom, or Google Meet. Requirements - This position requires schedule flexibility for shifts outside of Infotech's traditional business hours. - Up to 25% travel may be required. Benefits - Comprehensive health benefits and inclusive wellness support. - Flexible time off and paid holidays. - Continuing education and leadership development programs. - An inclusive culture built on empathy, connection, and trust.

• Conduct full audits of the on-boarding process and related documents • Review plan documents, corporate documents, and call notes from initial setup • Verify plan status and perform completeness checks • Identify missing items and provide clear, actionable summaries for followup • Review system data to ensure accurate plan information • Review stock entries and confirm proper stock issuance • Organize client folders with all required plan and corporate records • Review retirement plan documents and coordinate corrections when needed • Serve as a proactive contact for new clients • Provide necessary documents to SBA lenders • Assist clients with retirement plan loans • Guide clients through the Year End Questionnaire and Census process • Explain complex plan rules in simple, client friendly terms • Build foundational knowledge of plan design, annual requirements, and compliance testing • Partner with internal teams to resolve on-boarding issues • Use internal tools, including Pension Pro, to manage tasks • Maintain tasks within required internal and external deadlines • Handle confidential plan information professionally and securely • Participate in special projects as needed • Take ownership of all tasks and deliverables for assigned clients • Thrive in a fast paced, deadline driven environment