Bulge Bracket Investment Banks

Posted 2 months ago

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Join the Product & Transformation team to support product adoption, client onboarding, and process improvements across global markets. You will analyze data, track key metrics, resolve customer issues, and develop materials and technical solutions to drive adoption and measure success. The role requires collaboration with cross-functional and regional teams, preparing presentations and communications for senior stakeholders, and identifying opportunities to streamline support processes. This position emphasizes strong communication, analytical skills, and a willingness to work with technology and data systems.

Compensation: Not specified
City: Dallas
Country: United States

Full Job Description

Location: Plano, TX, United States

Are you ready to shape the future of client banking and business technology? Join a dynamic team driving innovation and transformation across global markets. This is your chance to make a real impact by enhancing client experiences and streamlining business processes. Work alongside talented professionals, leveraging cutting-edge technology and automation. Be part of a collaborative environment where your ideas and contributions matter.

As a Product & Transformation Associate within the Product & Transformation team, you play a pivotal role in supporting business growth and delivering outstanding client and employee experiences. You will collaborate with colleagues across regions, helping to develop smarter, more efficient processes that make a tangible difference. Your work will empower teams to deliver exceptional service and drive meaningful change within the organization.

Job responsibilities

Execute product adoption and expansion initiatives through data analysis and retention

Participate in regular meetings and maintain accurate notes to ensure effective execution

Investigate and resolve customer issues promptly and efficiently

Track and analyze key metrics to measure project success

Communicate achievements and system enhancements to stakeholders

Develop and maintain supporting materials for customer onboarding and adoption

Collaborate with cross-functional teams to ensure seamless customer experiences

Organize technical solutions for data analysis and reporting

Create presentations and formal communications for senior stakeholders

Engage with users to understand support processes and identify improvement opportunities

Network and influence change through in-person and virtual interactions

Required qualifications, capabilities, and skills

2+ years of experience in customer success

Strong verbal and written communication skills

Proficiency in technology and data systems, with a willingness to learn new tools

Demonstrated analytical and critical thinking abilities

Experience working in a collaborative, team-oriented environment

Preferred qualifications, capabilities, and skills

Experience with project management, product development, or transformation initiatives

Familiarity with tools such as Pitchpro, Confluence, JIRA, SharePoint, Excel, or Alteryx

Exposure to AI/ML automation technology and large language models

Ability to create impactful presentations and formal communications

Experience supporting global teams or stakeholders across multiple regions

Knowledge of customer onboarding and adoption processes

Develop smarter, more efficient processes that make a tangible difference

Full Job Description

Location: Plano, TX, United States

Job responsibilities

Execute product adoption and expansion initiatives through data analysis and retention

Participate in regular meetings and maintain accurate notes to ensure effective execution

Investigate and resolve customer issues promptly and efficiently

Track and analyze key metrics to measure project success

Communicate achievements and system enhancements to stakeholders

Develop and maintain supporting materials for customer onboarding and adoption

Collaborate with cross-functional teams to ensure seamless customer experiences

Organize technical solutions for data analysis and reporting

Create presentations and formal communications for senior stakeholders

Engage with users to understand support processes and identify improvement opportunities

Network and influence change through in-person and virtual interactions

Required qualifications, capabilities, and skills

2+ years of experience in customer success

Strong verbal and written communication skills

Proficiency in technology and data systems, with a willingness to learn new tools

Demonstrated analytical and critical thinking abilities

Experience working in a collaborative, team-oriented environment

Preferred qualifications, capabilities, and skills

Experience with project management, product development, or transformation initiatives

Familiarity with tools such as Pitchpro, Confluence, JIRA, SharePoint, Excel, or Alteryx

Exposure to AI/ML automation technology and large language models

Ability to create impactful presentations and formal communications

Experience supporting global teams or stakeholders across multiple regions

Knowledge of customer onboarding and adoption processes

Develop smarter, more efficient processes that make a tangible difference

Service Product Transformation Associate

Full Job Description

Job responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

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Service Product Transformation Associate

Full Job Description

Job responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

SIMILAR OPPORTUNITIES

Business Transformation Associate

Associate, Project Manager - Business Transformation Services

Service Management Product Specialist

Cost Transformation - Senior Manager

Process Consultant - Operations Transformation