- Builds and maintains training materials for end users
- Prepare detailed product release notes with screen clips for end users
- Manage user notifications for planned and unplanned outages
- Schedule and hold regular meetings with account teams to update on new product features with live training tips
- Review support tickets and identify opportunities to improve the product and/or the onboarding process
- Work with the Client Success Managers to capture requirements for onboarding, defining data mappings and configuration setup needed
- Leverages Excel to analyze data for migrations from legacy systems to confirm all anomalies are covered in requirements, and when not, work with the business stakeholders to resolve open items
- Configures setup in our user interface for onboarding and migrations
- Identify opportunities / underutilized modules and facilitate training / education to drive increased adoption and utilization of the product suite
- Manages work according to a project plan with tasks, owners, and dates
- Maintains focus on detail when dealing with routine work
- Follows and meets deadlines of established processes
- Maintains calm and effective under pressure
- Schedule and participate in regular meetings with management,



assessing and addressing issues to identify and implement improvements toward efficient operations
- Provide robust and timely support to Client Success Managers

Qualifications

- Bachelors Degree from four-year college or university
- 2+ years in Client Success or related SaaS experience
- Highly proficient in using Word, Excel, PowerPoint, OneDrive, Outlook
- The ability to quickly become an expert in PRGXs platform
- Project management experience is a bonus
- The ability to present findings in a polished way
- Must be a self-starter, resourceful and willing to take initiative
- Excellent verbal and exceptional written communication skills
- Excellent time management and organizational skills
- Ability to meet deadlines and complete projects as assigned
- Able to successfully interact with customers and understand the needs of each unique account team and organization
- Able to maintain professional poise and comfort leading discussions with decision makers, end-users, and IT professionals
- Willingness to be on calls with our global user base including nights and early mornings
- Willingness to participate in user testing for a few hours on a Saturday once every 2-3 months

Skills: User Training, Data Migration, Project Planning

Experience: 2.00-7.00 Years

📌 Client Success Associate (Pune)
🏢 Prgx India
📍 Pune