Job Description
Note:
The job is a remote job and is open to candidates in USA. Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The Associate
Professional Services Consultant supports the implementation and configuration of product solutions, engaging with customers to manage deliverables and ensure successful project outcomes. Responsibilities Manage onboarding, platform configuration, and content projects for customers Interpret customer requirements into actionable tasks using internal systems and processes Coordinate with internal teams (Content, Support, Implementation) to ensure timely project execution Maintain accurate documentation, including scope notes, progress updates, and QA signoffs Engage directly with customers to resolve issues, gather input, and guide setup decisions, and escalate if warranted, consistently operating with a customer’s success mindset Support internal initiatives related to process improvements and team efficiency Meet KPIs related to customer satisfaction, efficiency, and adherence to scope/timelines Contribute to team playbooks and knowledge articles, documenting implementation steps, FAQs, and lessons learned for internal reuse Capture recurring customer questions and configuration pain-points, relay structured feedback to Product and senior PS consultants for roadmap consideration Skills 1–2 years of experience in SaaS, consulting, support, or project coordination Strong communication and organizational skills Ability to translate business goals into structured implementation tasks Familiarity with web applications, basic project management tools, and content systems Comfortable working cross-functionally in a fast-paced environment Benefits Medical Dental Vision HSA (Health Savings Account) FSA (Flexible Spending Accounts) Company paid Life Insurance Short-Term Disability Long-Term Disability Flexible Time-Off (FTO) Paid Parental Leave 401(k) with employer match Company Overview Total Expert is a SaaS company that develops enterprise-grade marketing operating system (MOS) built for financial services organizations.
It was founded in 2012, and is headquartered in Saint Louis Park, Minnesota, USA, with a workforce of 201-500 employees. Its website is