Account Executive (Full training provided)

Role Fulfilled

To be kept on file, please email your CV and Cover Letter to careers@pivotal.digital

About the role

We seek a dynamic, highly organised, and driven individual to join our team at Digital Marketing Agency in Norwich. As an Account Executive, you must implement and adopt a SaaS (Software as a Service) based client inventory and order management system. Your primary focus will be to guide clients through onboarding, providing expert assistance, training, and support to help them seamlessly integrate our solution into their business operations.

Key Responsibilities:

  • Client Onboarding: Lead end-to-end onboarding processes for new clients, ensuring a smooth transition from initial engagement to system go-live. I collaborate with cross-functional teams to gather client requirements, establish project timelines, and manage expectations.

  • Needs Assessment: Conduct thorough needs assessments with clients to understand their unique business requirements, processes, and pain points. Translate these insights into tailored onboarding plans that address specific client needs.

  • Solution Configuration: Collaborate with the technical team to configure the SaaS solution according to client specifications. Ensure the system aligns with the client's inventory and order management workflows.

  • Training and Education: Develop and deliver comprehensive training sessions to educate clients on our SaaS solution's features, functionality, and best practices. Provide training both remotely and on-site, depending on client preferences.

  • Technical Support: Serve as the primary point of contact for client inquiries and issues during the onboarding phase. Troubleshoot and resolve technical challenges, working closely with the support team to ensure timely and effective solutions.

  • Data Migration: Coordinate data migration efforts, assisting clients in transferring their existing inventory and order data into the new system. Validate data accuracy and integrity post-migration.

  • Customization: Work with the development team to facilitate necessary customizations or integrations that align with client requirements. Ensure that any custom features are appropriately integrated and tested.

  • Progress Tracking: Maintain accurate records of onboarding progress, documentation, and client interactions in the designated systems. Provide regular updates to clients and internal stakeholders on project status.

  • Feedback Collection: Gather client feedback regarding the onboarding experience, system usability, and overall satisfaction. Use this feedback to improve the onboarding process and continuously enhance the product.

  • Continuous Learning: Stay up-to-date with the latest trends and advancements in inventory and order management practices, as well as the features and capabilities of our SaaS solution. Apply this knowledge to optimize the onboarding process.

 Desirables:

  • Experience in client onboarding, training or teaching, customer success, or a related role, preferably within the SaaS or software industry.

  • Knowledge of Linnworks SaaS is desirable but not essential.

  • Understanding of inventory and order management processes.

  • Exceptional communication and interpersonal skills, both written and verbal.

  • Ability to explain technical concepts to non-technical audiences.

  • Detail-oriented with excellent organisational and project management abilities.

  • Problem-solving mindset and the ability to thrive in a fast-paced, dynamic environment.

  • Proficiency in using project management and communication tools.

  • Willingness to travel occasionally for on-site client training and support.

  • Ability to work independently and manage multiple priorities

  • Good understanding of the eCommerce industry

Why Pivotal?

Join our team and help shape the success of our clients as they embark on their journey with our innovative SaaS inventory and order management solution. Apply now and be a key player in our mission to revolutionise how businesses manage their operations.

Join us as an Account Executive in our dog-friendly, vibrant city centre office and receive the following:

•   Salary range between £22,000 - £25,000 DOE plus benefits package.

•   Once qualified, you will be entitled to the bonus.

•   Full training will be provided

•   Collaborative and inclusive work environment.

•   Continuous learning and growth opportunities.

•   Chance to significantly impact clients' businesses through effective onboarding.

*Please note: This is a mainly office-based role, and we are looking for applicants local to Norfolk, UK*

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Account Manager

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Digital Marketing Executive