Hearsay Systems is the leading enterprise cloud company offering sophisticated client engagement products to companies within the financial services vertical. Our tools are currently used by over 150,000 agents and advisors, providing them with automated workflows and advanced AI that allow them to more easily develop and foster personalized relationships with their existing clients and prospects at scale. We partner with Chief Distribution and Marketing Officers at the world’s leading financial services companies (including Morgan Stanley, Goldman Sachs, Wells Fargo, JP Morgan Chase, Prudential, New York Life and Allstate) to enable them to get a real-time pulse of field conversations and to trigger more effective targeted advisor-client outreach with AI-optimized calls, text messages, email follow-ups, and social media interactions.
Hearsay is headquartered in San Francisco with offices in Seattle, New York, Chicago, Toronto, London, Budapest and Manila and has raised $50M in venture capital from Sequoia and NEA.
Come join the team and help us modernize the advisor-client experience. At Hearsay Systems, one of the ways we get our kicks is by delivering a customer experience that delights our users. We are building a new Financial Advisor Outreach Team that will be at the heart of driving the Advisor’s experience with our products. We truly enjoy helping make our customers successful and are looking for creative and resourceful people who share this goal. This is an exciting opportunity to help build a team from scratch and learn how start-ups scale.
What You Will Accomplish:
- Take a hands on approach to drive end user engagement of product features through education/training
- Manage your own set of contacts and be responsible for driving their product usage (from start to finish you own the relationship!)
- Collaborate with your team to share best practices on what’s working and not working
- Proactively identify solutions to questions you anticipate our customers having in each interaction
- Act as a liaison between our customers and Hearsay Systems engineers on specific issues product issues
- Become an expert on how our customers use our product and serve as an internal voice of the customer with engineers, product managers, marketers and we continue to build Hearsay's products
- You will coach the customers on the value of Hearsay products You will become an expert of Hearsay Systems, providing a best in class service experience for our customers
- Kind, service oriented demeanor - people want to talk to you and you enjoy talking to others!
- Persuasive - people trust you and are willing to act on your suggestions
- Ability to handle difficult personalities and remain positive
- Resourceful and creative - so that you can solve unique customer challenges
- Clear communication - Strong handle of spoken and written English to communicate effectively and clearly
- Proactive - are willing to pick up the phone and initiate conversations, ask questions and be an active listener
- Unafraid to take action, even if it means you make mistakes periodically
- Believe in the power of relationships.
- A general interest in finance/personal investing (experience in financial services a plus)
- Have a background in sales and or customer service/support
- Tech savvy
- Basic understanding of social media, texting and other channels of communication