Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.
Job Description:
Position Overview:
As a Project Pro, you will play a pivotal role in fostering strong relationships with our clients. Your primary responsibility will be to proactively engage with clients, providing training, consulting, and support to ensure the optimal utilization of our features and products. Working closely with internal stakeholders, you'll be instrumental in maximizing the value of Datasite and driving feature adoption.
Key Responsibilities:
-
Client Outreach: Initiate proactive communication with clients to understand their needs, address concerns, and ensure complete satisfaction.
-
Feature Adoption: As part of client outreach, promote the adoption of new features and functionalities, enhancing the overall client experience.
-
Training and Consulting: Research client history and product usage in preparation for providing hands-on training sessions and consulting services to clients, ensuring they are well-versed in best practices for using our features and products effectively.
-
Issue Resolution: Act as a liaison between clients and internal teams to address and resolve any issues promptly, ensuring a smooth and positive customer experience.
-
Product Knowledge: Stay informed about updates, enhancements, and new features of our products, becoming a subject matter expert to effectively support and educate clients.
-
Strong Performance: Meet or exceed key performance metrics for related business objectives.
-
Market & Industry Knowledge: Stay abreast of market news and grow knowledge of relevant market segments to inform strategies for client engagements.
-
Feedback Collection: Gather client feedback and insights to communicate internally, contributing to continuous improvement of our products and services.
-
Documentation: Create and maintain documentation related to best practices, training materials, and FAQs for client reference.
Essential Skills:
-
Out of the Box Problem Solving: Bring a creative and innovative approach to problem-solving, navigating challenges with a solution-oriented mindset.
-
Time Management: Adept in time management, efficiently handling high volumes of projects at different stages of their lifecycle. Exhibit high accountability and personal organization skills to manage volumes, assist others in the team, and adapt when required.
-
Self-Motivated: Demonstrates self-motivation and proactiveness, adapting to differing paces and urgencies within a fast-paced working environment.
-
Communication Skills: Superior communication and presentation skills, especially in explaining technical terms in a way that non-technical individuals can understand. Possesses an assertive, collaborative, clear, and engaging communication style.
-
Consultative Support: Driven by consultative support, relationship building, and a desire to grow efficiency.
-
Client Needs Analysis: Excellent listener, able to assimilate client needs quickly and adapt to these, delivering high-quality sessions over the project lifecycle.
-
Product Ambassador: Enjoys acting as a Datasite product ambassador, looking for opportunities to promote feature benefits and value to clients.
Qualifications:
-
Bachelor's degree in a relevant field or equivalent experience.
-
Proven experience in customer success, account management, or a related role.
-
Excellent communication and interpersonal skills.
-
Strong problem-solving abilities with a customer-centric mindset.
-
Ability to work collaboratively and build positive relationships with clients and internal teams.
-
Familiarity with project management tools and best practices.
-
Willingness to learn and adapt in a fast-paced environment.
As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.
What We Do
Datasite the maker of Datasite Diligence virtual data room platform, helping dealmakers around the world close more deals faster.