Client Onboarding Specialist - Remote
- Opportunity to Invest in Your Future . We offer a 401K match.
- Paid Time Off . Enjoy paid time off and paid holidays.
- Great Coverage . Take advantage of health, dental, and vision HSA and FSA policies.
- A Great Team . Collaborate with smart, curious, hardworking individuals.
- Performance Compensation . Be rewarded for your hard work with performance-based merits.
- Remote Work . Want to work from home? No problem!
- Develop and maintain strong client relationships.
- Manage client conversations across all support channels.
- Share relevant client feedback to appropriate teams, improving products and services offered.
- Evaluate the client support processes and measure results, helping develop strategies to enhance the client experience.
- Work with internal teams and clients to execute goals and strategies.
- Conduct onboarding meetings, product tours, company presentations, and product demos.
- Understand customer context and goals, providing product information to best serve those goals.
- Educate customers and optimize their product setup for the quickest path to success.
- Eliminate roadblocks in the way of customers’ goals: product issues, poor implementation, support issues, customer knowledge gaps, or simply poor product understanding.
- Improve product adoption and customer retention while helping foster positive customer relationships that create a loyal customer base.
- Assist customer support with customer issues and requests.
- Complete other duties as assigned.
- An associates degree or equivalent experience
- Project management and problem-solving skills with an emphasis on attention to detail, timelines, and quality of work
- Experience with Salesforce CRM and Churnzero or Gainsight
- Strong execution skills and the ability to drive action and accountability
- Prior track record of defining and optimizing processes
- The ability to manage multiple competing priorities, rapidly adapt and respond to client requests and timeline changes
- The ability to work with cross-functional teams and clients
- SaaS industry experience, advantageous
- Client success and/or project management background
- Collaborative, organized, and execution-oriented with strong presentation skills
- Excellent written and verbal communication skills
- Strong time management skills
- Strong initiative and sound decision-making ability
- Ability to sit for prolonged periods at a desk and work on a computer
- Must be able to lift up to 15 pounds at times
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