- Provide extraordinary and amazing client service each day
- Schedule Implementation meeting with Sales Executive to receive handoff of client’s detailed needs (preparation for a successful Implementation)
- Schedule and meet with both the Sales Executive and the new Client Administrator to set expectations of the Implementation Process (Client facing official hand-off from Sales to Implementation Specialist)
- Guide client through the formatting of their Contact Database, Process of Programming Subcontract, and gather answers to their Current Client Evaluation during their training process
- Customize the implementation and training plan to best fit the client’s detailed needs
- Identify gaps in client processes and assist in RedTeam solutions for the gaps
- Earn the new clients trust by showing sincere interest in their success with RedTeam Products
- Conduct Progress Meetings with client Owner and/or Champion during their first 8 - 12 weeks of implementation
- Demonstrate/train on system features and functionality
- Introduce online help tips and training early in the business onboarding process
- Begin training clients in an exciting way that reminds them of all the benefits of their new purchase;
- Gradually transition new client to using Client Success Manager
- Effectively develop and nurture client relationships with minimal supervision
- Assumes additional responsibilities per supervisor’s direction.
- RedTeam's onboarding and implementation will be perceived as the industry standard in the construction technology market.
- Successfully complete training with clients within their first 8 weeks as a new client.
- Client successfully entered and moved forward their first project within their first 30 days as a new client.
- Client successfully using 4 modules by the end of the first 8 weeks.
- Client review score of 8-10
- Complete in-depth onboarding of software and internal training and meet quarterly learning goals.
- 3+ years of experience in a client training, support or service role preferably at a SaaS company
- Strong problem-solving ability, including metrics-driven thinking
- Experience and understanding of the construction industry a very strong plus
- Go above and beyond the call of duty to delight our clients
- Ability to multitask, prioritize, and manage time effectively
- Proactive in anticipating and resolving downstream problems
- Troubleshoot and resolve problems quickly
- Assist with research and problem resolution
- Proven client service representative experience
- Strong verbal, listening, written and interpretive skills
- Strong computer, technical, and presentation skills
- Balance advocating for the client and RedTeam long term goals
- Interpersonal skills able to adapt/respond to different types of characters and attitudes
- Familiarity with construction terms and practices a plus
- Management and training experience
- Tolerance for stress
- High standards, strong work ethic
- Motivation for self and others
- Teamwork and cooperation with other departments and managers
RedTeam provides equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
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