Client Solutions Specialist

SUMMARY

The Client Solutions Specialist serves as a key customer-facing resource responsible for helping prospective and existing clients understand Hatteras’ portal capabilities, operational workflows, integrations, and technology solutions.

This role works closely with Sales, Solutions, Operations, Development, and customer stakeholders to support onboarding, solution discussions, product demonstrations, and workflow alignment throughout the customer lifecycle.

The ideal candidate is organized, proactive, customer-focused, and comfortable translating complex workflows into practical business solutions. This individual will serve as the connective layer between Sales, Solutions, Operations, Development, and the overall customer experience.

In many ways, this role acts as the external solutions and product expert for Hatteras by helping customers understand how Hatteras’ internal systems, portal technologies, operational workflows, and integrations work together to support their business needs.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Join prospective and existing customer calls alongside Sales and Account Management teams
• Support live demonstrations of portals, workflows, reporting tools, operational capabilities, and customer solutions
• Serve as a customer-facing subject matter expert for portal functionality, onboarding workflows, and operational processes
• Help customers understand implementation timelines, onboarding requirements, operational expectations, and workflow dependencies
• Partner with Sales teams during discovery conversations to help identify customer requirements and recommend scalable solutions
• Assist in the creation and management of RFQs, Statements of Work (SOWs), and onboarding documentation
• Coordinate onboarding activities and help guide customers through launch readiness and post-launch stabilization
• Work cross-functionally with Solutions, Operations, Development, and Program Management teams to ensure customer alignment and successful execution
• Support customer discussions involving Hatteras internal systems including Navigator, Propago portals, Pace integrations, reporting tools, inventory workflows, and operational processes
• Assist with integrations and workflow discussions involving Single Sign-On (SSO), data connectivity, reporting, and customer-specific operational requirements
• Provide onboarding resources, training materials, workflow guidance, and customer education documentation
• Help identify opportunities to improve customer onboarding, workflow efficiency, communication, and overall customer experience
• Ensure smooth transitions between onboarding, implementation, operations, and long-term account ownership

REQUIRED SKILLS & KNOWLEDGE

• Experience in customer success, onboarding, solutions consulting, implementation, account management, or related customer-facing roles
• Strong communication and presentation skills with the ability to explain technical concepts in a customer-friendly manner
• Comfortable leading customer-facing conversations, demos, and workflow discussions
• Ability to manage multiple projects, priorities, and customer relationships simultaneously
• Strong organizational skills with attention to detail and follow-through
• Ability to work collaboratively across Sales, Solutions, Operations, Development, and customer teams
• Experience with ecommerce portals, workflow systems, or print/manufacturing environments preferred
• Familiarity with Propago, Pace, Navigator, SSO workflows, or similar platforms strongly preferred

SUCCESS IN THIS ROLE LOOKS LIKE

• Customers feel confident in Hatteras’ onboarding process, workflow structure, and operational capabilities
• Sales teams are supported with strong product, workflow, and operational expertise during customer conversations
• Customer onboarding experiences are organized, efficient, and well communicated
• Internal teams remain aligned from sales discovery through launch and ongoing account support
• Customers clearly understand workflows, integrations, timelines, and operational processes
• Strong relationships are built between customers and Hatteras teams early in the engagement lifecycle

BENEFITS

• Medical, Dental, Vision, 401K with company match, and other voluntary benefits offered

EEO STATEMENT

We are an Equal Opportunity Employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status. We are committed to creating an inclusive environment where everyone feels respected and empowered to contribute their best work.