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Onboarding Manager
Location
United States
Posted
70 days ago
Salary
$60K - $80K / year
Seniority
Mid Level
Job Description
Onboarding Manager
COMPLY
• Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently. • Identifying project scope and organizing requirements based on clients’ individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details. • Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction. • Becoming a Comply product expert. • Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams. • Driving escalation and mitigating client issues if they arise during onboarding. • Training new clients / users on the features of the platform based on their specific needs. • Successfully transitioning clients to the Customer Success team post-onboarding. • Using GuideCX (our Onboarding platform) to manage customer onboarding progress and tasks. • Assist in supporting special projects or other operational functions within the broader onboarding team.
Job Requirements
- 1-2 years of Customer Onboarding and/or Implementation experience or Customer Support at a B2B SaaS company
- Demonstrated experience as a trusted advisor to clients / customers.
- Excellent communication skills across multiple mediums (video conference, phone, email)
- Willingness to learn and use coaching feedback to improve.
- Basic understanding on configuration of data templates based on upload specs
- Experience with Salesforce, GuideCX and JIRA is a plus
- Exceptional time management and organization skills.
- The ability to thrive in a fast-paced environment.
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