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BSI logo
BSI

Inspiring trust for a more resilient world

Client Onboarding & Experience Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteMid LevelTeam 1,001-5,000Since 1901H1B SponsorCompany SiteLinkedIn

Location

United States + 1 moreAll locations: United States | Canada

Posted

9 days ago

Salary

$68.4K - $80K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Client Onboarding & Experience Specialist

BSI

Role Description As a Client Onboarding & Experience Specialist, you will play a critical role in creating a seamless and positive experience for new clients as they begin their partnership with BSI. - Serve as the primary point of contact for newly contracted clients during onboarding and transition activities. - Create a welcoming and professional onboarding experience that reinforces a client's decision to partner with BSI. - Build trusted relationships through proactive communication, responsiveness, and attention to detail. - Guide clients through onboarding requirements, timelines, expectations, and next steps. - Coordinate onboarding activities and ensure smooth handoffs between Sales, Operations, Finance, Scheduling, and Service Delivery teams. - Monitor onboarding milestones and proactively drive timely completion of deliverables. - Identify and address client concerns before they become escalations. - Maintain accurate client records, onboarding documentation, and activity tracking within CRM and internal systems. - Analyze feedback and onboarding trends to identify opportunities for continuous improvement. - Support initiatives that enhance customer satisfaction, retention, operational effectiveness, and overall client experience. Qualifications - Minimum 3+ years of experience in customer onboarding, customer success, client services, account coordination, relationship management, hospitality, or a similar client-facing role. - Exceptional customer service and relationship-building skills. - Strong communication skills with the ability to engage professionally with clients and stakeholders at all levels. - Proven ability to manage multiple priorities while maintaining accuracy and attention to detail. - Strong organizational, problem-solving, and critical-thinking abilities. - Experience working cross-functionally in a collaborative business environment. - Experience using CRM platforms, operational systems, and Microsoft Office applications. - A proactive, solutions-oriented mindset with the ability to independently drive issues to resolution. - Professional services, certification, SaaS, healthcare, hospitality, or regulated industry experience is an asset. - English fluency required; Portuguese and/or Spanish language skills are a plus. Benefits - Be part of a globally recognized organization with a purpose-driven mission. - Play a key role in shaping the client experience and helping customers achieve success. - Collaborate with talented colleagues across North America. - Competitive salary and annual bonus opportunity. - Comprehensive benefits package. - Ongoing professional development and career growth opportunities. - Flexible remote work environment.

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