Senior Associate managing investor services for Hedge/Private Equity funds in a hybrid role. Responsible for investor communication, transaction processing, and compliance with AML requirements.
About the role
- Professional Services Associate providing high-quality support for Ocuco's software in the optical industry. Engaging with customers across North America, delivering training and ensuring software adoption.
Responsibilities
- Support customers across the full lifecycle, from initial installation, setup, and configuration through to training and ongoing post-go-live support
- Support customer adoption and ensure successful use of Ocuco's software post go-live, enabling customers to achieve measurable outcomes such as improved efficiency, revenue, and patient flow
- Deliver engaging training to customers through a variety of formats, including web-based sessions and on-site visits, adapting to different experience levels and learning styles
- Create and maintain high-quality training content and digital learning materials to support scalable customer enablement
- Translate real-world optical workflows into effective system usage, helping customers embed the software into their day-to-day operations
- Act as a trusted advisor to customers, supporting their ongoing use of the system and proactively identifying risks to adoption or success
- Document and communicate new and existing product features clearly to both customers and internal teams
- Maintain and continuously improve training materials in line with product evolution and customer needs
Requirements
- 2 – 5 years of experience working in an optical practice or a similar healthcare or optical retail environment
- Familiarity with practice management software (such as a PMS, EHR, or point-of-sale system)
- Strong communication and interpersonal skills, with full fluency in English
- Strong problem-solving ability and a patient, customer-focused approach
- Comfort using and configuring Windows-based software and computers
- A positive and proactive approach, with the ability to work effectively in a fast-paced environment
- A full, clean driving licence
- Have experience in a customer training, support, or practice consulting role
- Have hands-on knowledge of optical workflows — dispensing, scheduling, billing, or inventory
- Be comfortable learning new software independently and developing technical knowledge over time
- Have some experience creating guides, how-to documents, or training materials
- Be fluent in another language
Benefits
- Flexible working arrangements
- Strong opportunities for progression
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