Customer Consultant
Job Summary
Job Description
Dun & Bradstreet is seeking a Customer Consultant to lead the successful enablement and onboarding of Finance product solutions for customers with complex needs. This role involves fulfilling contractual requirements for high-value D&B products and services, specifically focusing on implementing D&B Receivables Intelligence GETPAID in partnership with FIS. The goal is to transform and automate financial operations, delivering a superior customer experience and solid ROI. Responsibilities include managing onboarding and implementation activities, guiding customers on product usage, providing value-add services, acting as the primary point of contact during onboarding, and collaborating with customers and account teams for successful project completion. The role also involves setting customer expectations for ongoing support and transferring the relationship post-onboarding, communicating status updates, escalating issues, and contributing to product roadmap input. Ownership of resolving roadblocks during the onboarding and implementation phase is critical.
Must have:
- Bachelor's degree and 8 years of related experience
- Strong project management skills
- Logical thinking and problem-solving abilities
- Customer-focused with high attention to detail
- Results-oriented with ability to handle complex priorities
- Ability to train and transfer knowledge
- Proficiency in data analysis and finance use cases
- Strong team building and conflict resolution skills
- Strong verbal, presentation, and written communication skills
- Proficiency in Microsoft Office Suite
- Ownership mindset and proactive approach
- Continuous growth mindset
- Fluency in English and relevant market languages
Perks:
- Generous paid time off
- Up to 16 weeks paid parental leave
- Paid sick time
- Education assistance and training resources
- Paid volunteer days and donation matching
- Competitive 401k with company matching
- Health & wellness benefits
- Medical, dental & vision insurance
9 skills required
Job Details
Why We Work at Dun & Bradstreet
Dun & Bradstreet unlocks the power of data through analytics, creating a better tomorrow. Each day, we are finding new ways to strengthen our award-winning culture and accelerate creativity, innovation and growth. Our 6,000+ global team members are passionate about what we do. We are dedicated to helping clients turn uncertainty into confidence, risk into opportunity and potential into prosperity. Bold and diverse thinkers are always welcome. Come join us! Learn more at dnb.com/careers.
A Customer Consultant is responsible for successful Customer enablement and onboarding of Finance product solutions for customers requiring a complex onboarding experience. This role is responsible for delivering against and fulfilling contractual requirements for signed agreements with a larger value for D&B products and services. This role is focused on implementing D&B Receivables Intelligence GETPAID in partnership with the FIS team to transform and automate financial operations, delivering a high quality customer experience with solid ROI.
Key Responsibilities:
- Own onboarding and implementation activities and work directly with customers to enable them to get up and running on new solutions as close to the point of sale as possible. Make sure customers understand the product, training options and can successfully use the product as a result of engagement during onboarding process. Conduct check-in with customer to review use of the solution within 30 days of onboarding and implementation.
- Provide value add services and identification of continuous improvement initiatives. Customize best demonstrated practices to satisfy specific goals and outcomes.
- Be the point person for customer assistance during the onboard phase. Act as solutions expert to triage and coordinate resolution on difficult situations. Contribute to the team’s success by creating and/or updating documentation, team processes, and knowledgebase.
- Collaborate with customers and account team in a professional manner to ensure successful completion of onboarding of the customer. Own setting customer expectations for ongoing support and the successful transfer to the team who will own the relationship with the customer post onboarding through renewal.
- Communicate status to customers and internal team members, updating Salesforce with status, escalating issues and asking for help when needed. Leverage tools such as project plans, RAG status reports and weekly synopsis reports to manage and communicate project status to all levels of Customers’ organizations. Provide input to Lines of Business for product roadmap.
- Ownership to resolution of roadblocks that are inhibiting successful use of the purchased solution during the onboarding and implementation phase.
Key Requirements:
- Bachelor’s degree and a minimum of 8 years of related experience.
- Strong project management skills, with proven ability to manage several complex projects simultaneously.
- Solid logical thinking, problem solving, customer focused, high attention to detail, analytical and time management skills.
- Results-oriented individual, able to handle multiple and/or complex priorities in a fast-paced, dynamic environment.
- Ability to train and transfer knowledge and skills to customers as well as more junior members of the team. Be on forefront for product changes and continued learning.
- Proficiency in data and match analysis. Understanding of external data related to finance and quote to cash use cases. Ability to view, extract, transfer, store, recall and manipulate data files.
- Strong team building skills. Ability to encourage and enable people to work together as a team and effectively manage conflict resolution to drive a successful outcome.
- Strong verbal, presentation & written skills required, with the ability to communicate to a variety of customer audiences.
- Proficiency in Microsoft Office Suite.
- Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive, seek ways to collaborate and connect with people and teams in support of driving success.
- Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs.
- Where applicable, fluency in English and languages relevant to the working market.
Benefits We Offer
· Generous paid time off in your first year, increasing with tenure.
· Up to 16 weeks 100% paid parental leave after one year of employment.
· Paid sick time to care for yourself or family members.
· Education assistance and extensive training resources.
· Do Good Program: Paid volunteer days & donation matching.
· Competitive 401k with company matching.
· Health & wellness benefits, including discounted Wellhub membership rates.
· Medical, dental & vision insurance for you, spouse/partner & dependents.
· Learn more about our benefits: http://bit.ly/41Yyc3d.
All Dun & Bradstreet job postings can be found at https://www.dnb.com/about-us/careers-and-people/joblistings.html and https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.
Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever. Your use of this page is subject to Lever's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform.
Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here.
Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to AcquisitionT@dnb.com to let us know the nature of your accommodation request and your contact information.
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