• You'll sit at the intersection of client operations, product configuration, and customer success, leading implementations and supporting clients through their full lifecycle. • Lead client kickoffs and guide requirements, timelines, and deliverables • Run structured discovery sessions to understand operational workflows • Configure system environments (sites, rooms, transport resources, users, permissions, workflows) • Coordinate with engineering on custom development for clients, integrations, data setup, and other technical requirements • Support user acceptance testing (UAT) for client deployments and prepare clients for go-live • Deliver training sessions to client teams across different functions • Manage ongoing client relationships (including upsells), check-ins, and system enhancements • Troubleshoot issues, determining whether they are configuration, data, or system-related • Diagnose whether a client issue is a bug, a misconfiguration, a data problem, or intended system behavior for that client's setup • Navigate scope and timeline trade-offs when engineering capacity is shared across multiple active implementations • Recognize when client frustration stems from a training gap vs. a product gap vs. a delivery gap, and address the right one • During quieter periods, you'll improve training materials, refine implementation processes, and contribute to internal playbooks and documentation.

• Managing and customising the CRM platform to meet the organization's needs. • Providing support and troubleshooting for users. • Analyzing data to gain insights into team productivity, effectiveness, and operation. • Collaborating with other teams to capture business requirements and implement CRM solutions. • Coordinating and supporting integrations with third-party apps, plugins, and tools. • Setting up processes to manage and protect customer and business data. • Providing training to administration, staff, and faculty.

Role Description The Launch Advisor role guides selected Preferred Network Partners through program enrolment and launch. The Launch Advisor is responsible for ensuring all necessary steps and processes are completed. They will introduce the steps required through an onboarding kick-off call, then provide continuous support and accountability to the partner through the launch date. The role requires attention to detail, process management, partner influence, cross-functional collaboration, strong work ethic, and understanding of the Preferred Network business model. This is a remote position which requires the collection, storage, and use of your voiceprints (records of speech). - Interact with current and potential Premier Agent partners with the highest level of professionalism and skill. - Skilfully conduct sales presentations via Zoom, including product demonstrations and consultative program recommendations, all while demonstrating an authentic desire for the partner to meet their professional goals. - Maintain timely schedule for all partner touchpoints to stay on track for key milestones from pitch to enrolment. - Close new Premier Agent Preferred Network partners through prospecting, assessing, and presenting to potential team leads and real estate professionals. - Represent as subject matter expert in Preferred Network processes and requirements. - Complete all necessary enrollment steps for new partners transitioning to the Preferred Network program. - Onboard and provide initial training to new partners, including coaching to requirements of the program and ensuring profile functionality is set up. - Provide timely follow-up to customer inquiries. - Seek answers through collaboration with cross-functional partners. - Introduce the new partner to their Growth Advisor and ensure successful transition of account ownership. - Expertly navigate sales tools and programs to monitor and accomplish tasks, including Salesforce, Salesloft, Gong, Tableau, Sonar, and Google Suite. Qualifications - Sales and/or partner facing support experience, with preference for selling, coaching, or consulting Enterprise-level strategic partners in real estate. - Experience in onboarding, training, or enrolling new customers preferred. - Strong organizational and time-management skills. - Extraordinary communication skills both oral and written. - Ability to manage multiple projects and work to tight deadlines. - Focused, reliable and responsible self-starter that can self-manage in an autonomous environment. - High ethical values and integrity. - Experience with Salesforce or similar CRM preferred. - Experience with Smartsheet or similar work management software preferred. Benefits - The pay offered to a successful candidate will be determined by various factors, including education, work experience, location, job responsibilities, certifications, and more. - IntelliPro provides a comprehensive benefits package, all subject to eligibility.

• Надійною підтримкою та порадником з усіх питань, що стосуються сервісу Jooble • Працювати над збільшенням середнього чека шляхом пропозиції клієнту оптимальних пропозицій (upsells) • Повертати втрачених клієнтів з портфоліо клієнтів • Проактивно взаємодіяти з клієнтами, розуміти їхні потреби, виклики та цілі • Мати можливість водночас працювати з активними та колишніми клієнтами • Проводити онбординг і навчання нових клієнтів щодо функціоналу продуктів • Відстежувати й аналізувати дані про використання продуктів клієнтами • Тісно співпрацювати з іншими відділами для забезпечення якісного клієнтського досвіду • Відстежувати ключові метрики успіху клієнтів і звітувати про прогрес