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Client Onboarding, LMS Specialist
Location
Philippines
Posted
72 days ago
Salary
0
Seniority
Senior
Job Description
Client Onboarding, LMS Specialist
CrewBloom
• Lead the onboarding process for new clients, ensuring a smooth transition onto the LMS platform; • Customize onboarding plans to meet the specific needs and goals of each client. • Conduct training sessions for clients and their employees on the use of the LMS platform; • Develop and maintain training materials, including user guides, tutorials, and video content; • Provide ongoing support and troubleshooting assistance to clients to address any issues or questions. • Prepare and deliver live demonstrations of the LMS platform to prospective clients and existing users; • Tailor demos to highlight features and benefits relevant to each client’s needs. • Build and maintain strong relationships with clients, serving as their primary point of contact; • Monitor client satisfaction and proactively address any concerns or feedback; • Manage and track client accounts, ensuring timely follow-ups and resolution of any issues. • Generate regular reports on client usage and performance metrics; • Analyze data to identify trends, opportunities for improvement, and areas of concern. • Answer client inquiries and provide support via inbound calls, emails, and other communication channels; • Handle general customer service tasks as needed, including addressing and resolving issues or complaints; • Serve as a backup for the customer service team, ensuring continuous support coverage. • Stay updated on LMS platform updates, industry trends, and best practices; • Collaborate with the product and development teams to provide client feedback and contribute to platform enhancements.
Job Requirements
- Proven experience in client onboarding, training, or account management, preferably within a SaaS or LMS environment;
- Understanding of LMS platforms and their functionalities;
- Excellent communication and presentation skills, with the ability to engage and educate diverse audiences;
- Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously;
- Proficiency in using CRM and LMS software, as well as Microsoft Office Suite;
- Ability to work independently and as part of a collaborative team;
- Problem-solving skills and a customer-centric approach.
- Minimum Technical and Work Environment Requirements:**
- Internet Connection:**
- Primary internet connection with a minimum speed of **15 Mbps**.
- Backup internet connection with at least **10 Mbps**.
- Backup connection must be capable of supporting work during a power outage.
- Primary Device:**
- Desktop or laptop equipped with at least:
- Intel Core i5 (8th generation or newer)**, **Intel Core i3 (10th generation or newer)**, **AMD Ryzen 5**, or an equivalent processor.
- A minimum of **8 GB RAM**.
- Backup Device:**
- Must meet or exceed the performance of an **Intel Core i3** processor.
- Must be functional during power interruptions.
- A functioning **webcam**.
- A **noise-canceling USB headset**.
- A **quiet, dedicated home office space**.
- Peripherals and Workspace:** A **smartphone** for communication and verification purposes.
Benefits
- Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
- Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
- Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
- Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
- Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
- Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
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Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist - Chicago Metro. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as State Life and Health license. 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Clinician, C365
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Customer Onboarding Strategist, Mid-Market
Muck RackMuck Rack is a public relations software company that makes it easy for media, marketing, and public relations professionals to build reports, monitor news and
• Partner with new customers to understand their communications goals and translate those goals into effective platform configuration and onboarding workflows • Lead onboarding experiences that balance immediate setup needs with long-term scalability and adoption across Muck Rack’s platform • Guide customers through core workflows including monitoring, reporting, media database usage, and pitching, helping them understand how these capabilities connect over time • Configure and refine monitoring inputs (e.g., Trackers, Boolean logic, reporting structures), making thoughtful tradeoffs between precision, efficiency, and future flexibility • Help customers establish strong foundational context in Muck Rack (such as coverage, reporting structure, and monitoring strategy) that can support future feature adoption as the platform evolves • Project manage around 25 - 30 onboardings concurrently, coordinating closely with Customer Success Managers, Media Intelligence, and other internal partners to ensure smooth handoff post-onboarding • Educate customers not just on how to use the platform, but why certain setups and workflows are recommended • Surface customer feedback and patterns to internal teams to help improve onboarding motions, product experience, and long-term customer outcomes



