Professional Services Consultant at Corelation Inc

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

0.0

Posted On

05 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Engagement, Documentation, Technical Assistance, Training, Customer Service, Communication, Best Practices, Project Management, Problem Solving, Listening Skills, Collaboration, Integrity, Innovation, Respect, Service

Industry

Financial Services

Description

Description Voted Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development. What We Are Looking For: The Professional Services Consultant is responsible for leading, organizing, and documenting specialized engagements for post-conversion clients; applying best practices for Professional Service engagements; providing technical assistance and training for clients; and completing client-specific projects. Requirements · Prepare standard and customized post-conversion documentation to aid clients in Professional Services engagements. Use correct spelling, grammar, and terminology in documentation. · Thoroughly engage client to create client-specific Professional Services engagement plans. Act as main liaison for client throughout the engagement. Actively listen to clients in order to know exactly what they need and how you can help them. Communicate clearly and positively with clients at all times. Stay diligent about honoring deadlines, keeping promises and maintaining standards. · Apply best practices for Professional Services engagements and suggest ways to further improve best practices. Recommend strategies and policies that will improve and strengthen development process. Learn from roadblocks in the past and devises strategies to avoid those roadblocks in the future. · Provide technical and training expertise to support Clients throughout the Professional Services engagements. Provide a high level of customer service when communicating in emails and by phone. Provide timely and accurate updates for our clients and internal staff. · Performs other duties as assigned. Why You Are The Perfect Fit Experience Three to five years of similar or related experience. At least two years of KeyStone experience. Education (1) A college degree (non-technical discipline) or (2) multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or (3) in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training. Why We Are Your Perfect Fit: Benefits Include but not limited to: Medical, Dental, Vision, Life Insurance 401(K) Match Discretionary profit share Discretionary annual bonus Wellness Programs: Yoga and Massages Bi-Weekly engagements (coffee tastings, trivia, etc.… ) Community Involvement Professional Development Growth Days Vacation Days Floating Holidays Sick Days Parental leave What you can be a part of: Company Band Basketball Flag Football Volleyball DEIA groups *Range depends on geographic metro / zone, budget, and experience.*

Responsibilities

The Professional Services Consultant leads and organizes specialized engagements for post-conversion clients while providing technical assistance and training. They are responsible for creating client-specific engagement plans and ensuring high levels of customer service throughout the process.