Do you love technology and enjoy helping others learn how to use software?

Whiteboard Technology, LLC is a rapidly growing tech startup based in Oklahoma City and provider of CRM software specifically created for the mortgage industry. We’re obsessed with helping our customers be more successful—every day. Whiteboard helps Loan Officers and Mortgage Brokers grow their business, generate more referrals, and communicate with their clients and partners throughout the loan process. For the past three years, we’ve been named one of the most innovative companies by HousingWire Tech100 and one of the six best tech startups in OKC by the Tech Tribune the past two years.

To help us grow faster, we are looking for additional team members who will provide new customers with a single point of contact for onboarding, training, and service during the first 60 days. Each customer has different needs and uses for our product, so it’s up to the Customer Success Coach to thoroughly understand each customer, help the customer find value, and be their champion throughout their customer journey. You must be an excellent communicator both verbally and in writing as well as highly organized with a developed sense of integrity, attention to detail, and commitment to client satisfaction. You must be comfortable conducting sessions on Zoom video.

You’ll love it because you’ll see the direct impact of your work—every day. You’ll help our customers meet their goals. We’re rapidly growing, but still small; we strive to be highly collaborative and encourage you to find and use your voice. We let you bring your own style of weird…you, be you.

If this sounds like you, we'd love to meet you!

This position reports to the Customer Success Manager and is a full-time, 8 am to 5 pm position in our office in the north OKC.

Don’t worry if you haven’t performed this exact job before, some of our most successful team members come from a variety of backgrounds

No recruiters, please.

COVID-19 UPDATE / REMOTE WORK

Your health and well being is a top priority. Although not a remote work position, we’ve always had a very relaxed approach to remote work. During this time, remote work is being encouraged until team members deem for themselves safe for their return. For team members where remote is not a good option, we’ve provided and ensure workspaces comply with social distancing. All of our newest team members have successfully onboarding remotely—you can too!

Primary Responsibilities

Collaborate with new Whiteboard users to identify their organizational and individual goals and milestones to find success with a new CRM

Work closely with sales professionals to ensure a smooth and effective transition to implementation

Drive early user engagement and adoption with Whiteboard

Help customers learn how to create custom content and communication campaigns within Whiteboard

Identify, negotiate, and perform paid Professional Services work where a customer needs go beyond the traditional services included with a Whiteboard subscription

Drive share-of-wallet growth by cultivating relationships with existing Whiteboard customers

Demonstrate and consult on the values of Whiteboard’s unique platform to key stakeholders and staff members at customer organizations

Enable the Customer Support team in long-term customer care by handing off well-trained, self-sufficient customers who have already found early successes during on-boarding

Clearly, annotate customer accounts to provide internal stakeholders with key information regarding the status of assigned customers

Give and gracefully receive constructive feedback from leadership and peers

Requirements

3 years’ experience in consulting, supporting or selling technical products. Software experience is preferred

Mortgage and Real Estate industry knowledge and experience is a plus

Enthusiastic and creative team member with the ability to inspire others

Excellent verbal and written communication skills

A general understanding of relational databases to directly access customer databases for troubleshooting purposes

Experience conducting 1-to-1 and 1-to-many webinar training and demonstrations

Must be able to address customer concerns and objections in an agile and informed way. You will be consulting; not reading from a script

Strong empathy for our customers and passion for customer retention and growth

Ability to manage influence through persuasion, negotiation, and consensus-building

A desire to help build a business and share in its success