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Client Solutions Associate


Trutelic offers significant personal growth, organizational development and working closely with the evolution of new technologies. You will have a clear path to growth within the position, you’ll be offered opportunities to grow into larger positions and contribute to the businesses overall success.

What is the Job:

  • We’re a rapidly growing SAAS business looking for excited, innovative, hard working individuals
  • This role is key to the success of the entire organization and key to the sustainability of our solutions
  • With high integrity, great motivation you’ll play a key role as we disrupt the entire professional services world and their technology

What You’ll be Doing 

As a Client Solutions Associate at Trutelic, Inc., you will take our software and drive it to be the best in the market. You will be responsible for working directly with clients to develop solutions while also improving our existing product and contributing to its high-level innovation. That means you will drive solutions for our valued clients and also be a big part of what the future of our product is in the future.

You will be empowered to set ambitious goals for yourself. Your goals will not be easy to achieve; they should inspire and motivate the team to think big.  Using a Lean Startup methodology and organizational standards you will work with clients to develop their unique business solutions.  You will be surrounded by smart, dedicated and nice people and always be clear of your contribution to our mission!

Responsibilities include:

  • Support the sales effort by ensuring the solutions sold are delivered effectively to valued clients
  • You will be managing transition and fulfillment work of new clients, supporting external fulfillment efforts and responsible for delivering on “Local Clients”
  • Calling clients, including Financial Advisors, Accountants and attorneys daily to support and follow through on fulfillment responsibilities
  • You will report to the President- Client Solutions Group in this dynamic organization.

About you.

You're someone who wants to see the impact of your work making a difference every day. Your friends describe you as extremely thorough, analytical and detail-oriented. You are someone with high standards who’s not afraid to push our team to be better by example, and who will take pride in Trutelic, Inc. like we do.

Requirements for the Role:

  • Proficient in all Microsoft Office products (Word, Excel, PowerPoint)
  • Ability to Get Things Done both in-office or working remotely from home
  • At least 3 years of project/product management experience.
  • Fluency in defining product goals, metrics and making data-driven decisions
  • Previous experience creating simple solutions and validating ideas with a scientific method
  • Strong communication skills and ability to influence colleagues
  • Extreme focus on details and the ability to keep team members accountable to a timeline

Trutelic, Inc. provides a variety of benefits including flexible hours and a unique FlexPay program that allows everyone on the team to accelerate their monthly income by special contributions to client solutions!

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