Trial Coordinator, Ezra

• Provide effective and proactive first-level service to the EZRA prospective accounts who are looking to experience EZRA propositions
• Work with the sales team to understand specific client needs and curate an experience that will match those expectations, to win more logos
• Be an extension of the EZRA brand and help prospective customers understand how EZRA can partner with their organisation
• Project manage the client onboarding set-up in the experience process for new business opportunities
• Support our Customer Success Managers in the client onboarding and set-up process for growth opportunities with existing customers
• Oversee reporting requirements at account level during the EZRA experiences where required
• Strategic check-ins with client stakeholders to support in manager expectations internally and externally
• Hand off of management information to the selling team post trial, to ensure a detailed and thorough implementation if we win the contract

• Work with our Sales team to ensure alignment of the experience and ensure a best in class customer journey.
• Develop a complete understanding of the future project requirements
• Work in partnership with our Coaching Solutions team to select and brief our coaches and where required facilitate virtual briefings pre trial
• Maximize adoption and engagement of EZRA experience participants
• Execute production and delivery of client reporting needs when required, utilizing EZRA’s Reporting Capabilities
• Assist in the development of client-facing materials and collateral as appropriate
• Stay well-versed in and be able to explain and articulate EZRA’s Product and Platform capabilities

• For experiences to help grow existing customers, support the designated Customer Success Manager to execute on delivery milestones
• Facilitate launch interventions for experiences provided to existing customers supporting the CSM as the client point of contact
• Provide data and supporting information to the CSM throughout and at the end of the EZRA experience so that the CSM can partner with the commercial lead in sharing insights on the experience
• Support the CSM as an internal point of contact for all experience deliverable and milestones

• Proactively work with customers and our sellers to understand what success looks like to them and facilitate an experience that will resonate with what they are trying to achieve through their EZRA experience.
• Proactively plan and prepare for client debriefs, compiling account reporting including PPT presentation and data analysis to provide data insights and trends
• Participate in all aspects of Ezra CSM community (training, systems, processes)
• Proficiency in EZRA systems and updating internal shared documents

• The ability to work in a fast-paced, virtual scale-up environment
• Experience in working with ambuiguity and positive everchanging business environments
• Experience in working with sellers and understanding how to align outputs to the need of a customer in line with business strategies
• Strong evidence of customer success and strive to go the extra mile for Ezra customers and participants
• High levels of attention to detail to make sure the job gets done right
• Proficiency in MS Office Suite including Microsoft Forms, Excel and PowerPoint

• Comfortable operating with levels of ambiguity and taking direction from multiple team members
• Passionate about innovation and looking at better ways to work
• Comfortable in working with customers of all levels and seniorities
• Experienced in working cross functionally with other departments particularly sales and delivery operations
• Highly organized, considering the needs of the whole team operating in different time zones
• A self-starter able to operate in a high pressure, deadline driven, virtual environment
• Proficient in reporting and the creation of graphics to showcase results

Posting date: 06-01-2025