• Implement Mavenoid for our customers • Empower the sales team to close more deals • Collaborate with fellow Customer Success team members and the Product team • Create and manage documentation • Teach and empower our customers to use Mavenoid • Staying up to date with all existing and new product features and how to use them in order to provide our customers with an excellent experience

• Oversee the onboarding of new plan sales engagements (both start-up plans and conversions) including review of the information supplied for accuracy and completeness • Complete the setup of new start-ups and transfer/conversion plans from start to finish • Set up and/or review the plan in PensionPro and oversee plan documents production and recordkeeper set ups to ensure targets with service delivery are met • Communicate with advisors and plan sponsors as the single point of contact, ensure that the initial welcome package and calls/emails are performed timely with each newly engaged plan • Maintain communication with record-keeper/advisor partners regarding status of new accounts • Work with the recordkeeper to schedule the plan transfer, ensure for startups that the proper initial contribution start date is appropriate or guide the client to allow for more cushion to mitigate compliance issues • Assist with plan design and general setup questions and act as a facilitator to support the client with necessary training or support provided by the chosen recordkeeper • Enhance customer satisfaction by providing distinctive service in all interactions • Continually look for opportunities and make recommendations to improve product, delivery, and overall experience • Archive client information and correspondence in an organized manner consistent with firm practices

About monday.com monday.com is the AI work platform powering the most ambitious teams. 250,000+ customers across departments use us to bring people, workflows, and AI agents together on one flexible platform where AI doesn't just assist, it executes. We move fast, build things that matter, and foster an ownership-driven culture where you're empowered to shape how organizations work and outpace their competition. About The Role - Take ownership of new accounts and manage their onboarding and implementation for our LATAM customers - Build strong relationships with our clients to understand their needs and ensure their success with monday.com - Act as a project manager to ensure timelines are met - Serve as the main point of contact throughout the service period and act as the liaison between clients and the rest of the monday.com team - Have the flexibility to execute different types of service offerings depending on which package the client has (PS, Onboarding, Managed Services) - Work with customers to build their most time-sensitive workflows into monday.com and ensure there is a clear end-user training plan for those workflows. - Build, own, and execute client success and implementation plans - Navigate client organizations to uncover additional product applications & opportunities for partnership - Spearhead internal cross-functional improvement projects Your Experience & Skills - 3+ years experience in a Professional Service / Implementation / Customer Success positions - English and Spanish fluency speaking is a must - Strong customer-facing and presentation skills with the ability to establish trust and credibility - Demonstrated success in managing multiple tasks and priorities in a dynamic, high-energy environment - Superb written and verbal communication skills - Positive attitude, empathy, and high energy - BA or BS degree - Experience working with Web development frameworks, Javascript, HTML, CSS, and REST API - GraphQL is an advantage What monday.com can offer you: - Join a customer-obsessed team where transparency and ownership are how we actually operate — not just things we put on a wall. - Work on a multi-product suite powered by advanced AI, where what you ship reaches hundreds of thousands of customers worldwide - Competitive salary, benefits, bonus potential, and equity eligibility for many roles — we believe people who build the product should share in its success - Grow fast through a dedicated L&D team, AI workshops, bootcamps, and internal hackathons — the industry moves quick and so do we - A collaborative, global culture backed by Employee Resource Groups and workplace teams across New York, Tel Aviv, London, Munich, Warsaw, Tokyo, Sydney, and more

Role Description As a Site Enablement Specialist, you'll play a crucial role within our Customer Experience Department, collaborating with internal teams and external stakeholders to optimize client usage and maximize the value of CRIO's products. - Supporting Customer Experience: Work closely with the Implementation and Customer Success Management (CSM) teams to ensure seamless onboarding and ongoing support for clients. - Data Analysis and Insights: Collaborate with our Data Analytics team to analyze client usage data, identify areas of underutilization, and develop strategies to enhance client experience. - Client Engagement and Consultation: Engage directly with clients, alongside CSMs, to provide expert guidance, troubleshoot issues, and promote best practices for utilizing CRIO products. - Company Enablement: Contribute to internal training programs by collaborating with the Product Team to develop and deliver live training sessions. Create, script, demo, and record training modules for our Help Center Academy, benefiting both internal staff and external clients. - Custom Reporting Expertise: Serve as a subject matter expert on custom reporting, providing non-technical mastery and support to internal teams and clients. - Sponsor and Site Client Maturation: Collaborate with Sponsor Project Managers (SPMs) to drive the maturation of sponsor and site clients, increasing CRIO adoption and utilization. - Community Engagement: Partner with our Community Engagement Manager to onboard clients and extend CRIO tools and services to new users. Qualifications - Bachelor's degree in a related field or equivalent practical experience. - Proven experience in customer support, training, or consulting roles. - Strong analytical skills and ability to derive insights from data. - Excellent communication and interpersonal skills. - Familiarity with clinical research processes and software solutions (preferred). - Ability to multitask and prioritize in a fast-paced environment. Benefits - Work from anywhere - Unlimited PTO - 401k company match - Healthcare - Dental - Vision (Company Paid 100%) - Life insurance - Professional Development Reimbursement - Work From Home Expense Reimbursement Company Description Join us at CRIO and make a meaningful impact in the world of clinical research technology! Apply today. At CRIO, equality is a core tenet of our culture. We are committed to building an inclusive global team that represents a variety of backgrounds, perspectives, beliefs, and experiences. The more diverse we are, the richer our community and the broader our impact. Employment decisions are made on the basis of job-related criteria without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other classification protected by applicable law. Salary Range - $78,000----$90,000