FinServ Success Specialist

Job title: â??FinServ Success Specialistâ??
Compensation: â??$70,000 + Potential bonus opportunityâ??
Location: â??Omaha, NEâ??

The job:â?¯

As a FinServ Success Specialist at Buildertrend, youâ??ll be at the forefront of driving the adoption of our fintech solutions within the dynamic construction industry. Your role will be to engage directly with General Contractors, guiding them through onboarding and helping them integrate our tools into their financial practices. With a self-starter mindset, youâ??ll work closely with Sales and Customer Success to build lasting relationships and ensure our customers are getting the most value from our products. Your impact will be felt through increased customer satisfaction, stronger client relationships, and a growing book of business, all while helping shape the future of our FinServ offerings.

What you will do:â?¯

• Proactively engage with customers to educate and onboard them onto Buildertrendâ??s financial products.

• Conduct training sessions, webinars, and one-on-one consultations to help contractors understand and use our fintech solutions effectively.

• Identify friction points in the onboarding and transaction process, working cross-functionally to improve user experience.â?¯â?¯â?¯

• Partner with Customer Success to ensure clients are fully leveraging our fintech tools and troubleshoot any issues.

• Analyze customer usage trends to identify opportunities for increased adoption and recommend solutions to improve engagement.

• Work closely with Sales to support the conversion of prospects to active users and provide feedback to the Product team for feature enhancements. Identifying customers that need additional training and support and providing appropriate warm hand-offs to their Customer Success Coach.

• Adhere to minimum daily, weekly, and monthly effort metrics and goals that are tied to revenue generation.â?¯â?¯

• Convey complex financial concepts in an easy-to-understand way.

• Analyze customer needs and develop solutions that drive product adoption.

Who you are and what you need:â?¯

• 2+ years of experience in Fintech, SaaS, payments, banking or a related field required.

• Experience in customer success, sales, or account management preferred.

• Highschool diploma or equivalent required.

• Bachelorâ??s degree in business, finance, or related field preferred.â?¯â?¯â?¯â?¯â?¯â?¯

• Familiarity with payment processing, financial services, and/or construction industry challenges is preferred.

• Comfortable working in a fast-paced, evolving fintech environment.

• Proficient in using SaaS platforms, CRMs, and financial tools.

We are giving you:â?¯

• Exceptional health packages, including medical, dental, and vision coverage, plus life insurance and short- and long-term disability benefits.

• A 401(k) plan with Buildertrend matching contributions to help you plan for the future.

• Generous paid time off, 11 paid holidays, and 6 personal days to make sure you have time to recharge.

• Parental leave and paid sabbaticals to support you during lifeâ??s big moments.

• Volunteer time off â?? because giving back matters.

• Wellness program and onsite fitness center to keep you feeling your best.

• Opportunities for hybrid or remote work to give you the flexibility you need.

• Technology reimbursement to help cover costs for the tech you need to do your job from home.

• Occasional free lunches and monthly events to connect with your team.
  

Who we are:â?¯

Buildertrend is cutting-edge, cloud-based project management software. With nearly 1 million users across the globe, we know what builders need: To work simpler, see more growth and calm the chaos in their business. Thatâ??s why we believe in providing an all-in-one solution to solve real problems, deliver real results, and change the way the world builds.â?¯If you want to learn more about us, check out: https://buildertrend.com/about/â?¯

Working at Buildertrend:â?¯

At Buildertrend, we fully recognize that we all work so we can live better livesâ??we appreciate and respect that this is a job and not your whole life. What makes Buildertrend so special is a commitment to ensuring you can have the best job, work with the best people, and live your best life outside of work. Our goal is to create a culture where everyone can make an impact on our customers, communities, and each other. In short: We want you to be who you are, love what you do, and build your best life.

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