· Demonstrated ability to learn new software quickly, configure it for end users, and teach it effectively
· Demonstrated experience owning a brand voice and visual identity across customer-facing channels
· Strong on-camera presence; experience recording tutorials, training videos, or instructional content
· Excellent written communication across both technical documentation and marketing copy
· Strong verbal and in-person communication; comfortable leading kickoffs, training sessions, and client meetings
· Strong organizational skills with the ability to manage multiple accounts and content workstreams at the same time
· Professional, composed presence with clients
· Self-directed; able to operate effectively with general direction.
· Client onboarding & implementation
· Set up new design firm accounts, including portal configuration, project structure, and importing existing client and project data
· Configure the platform to match each firm's workflow — vendor preferences, project templates, team permissions, and billing
· Tailor onboarding depth to each firm's size, complexity, and technical comfort level
· Lead onboarding kickoffs at the Stamford showroom, via Zoom, or on-site at client offices
· Set goals for each account and guide each user to their first quote, first order, and first completed project on the platform
· Coordinate with the product team on configuration requests and unusual cases, and document each implementation to speed up future.
