Description:
? Be the bridge between new clients and long-term success.
? Lead the onboarding process for new clients, ensuring they are fully set up and integrated within their first 60 days.
? Manage client setup in our CRM and contact center software, create client scripts, build booking and intake forms using Calendly and Jotform, and implement no-code automations with Zapier.
? Act as the primary point of contact during onboarding, setting expectations and addressing any client concerns.
? Diagnose and resolve any challenges that arise during implementation process to ensure client satisfaction.
? Communicate operational changes to the internal team and relay long-term product improvements to the product team.
? Continuously optimize onboarding experience by improving workflows, processes, and documentation.
? Maintain and update onboarding materials, preparing for future team growth.
? Collaborate with cross-functional teams including Sales, Operations, and Technology to enhance overall service delivery.
? Contribute to knowledge-sharing by creating support articles and training materials.
Requirements: ? Bachelor?s degree in Business, Communications, Customer Experience, or a related field. ? 3+ years of experience in client success, client onboarding, customer service or account management. ? Experience working with business clients in a B2B environment. ? 3+ years of experience with HubSpot or other CRM tools. ? 2+ years of experience with No Code applications such as Zapier. ? Strong problem-solving skills with the ability to analyze client needs and create tailored solutions. ? Excellent communication skills, with the ability to explain complex concepts clearly and simply. ? Comfortable facilitating live onboarding sessions via Zoom and managing client interactions professionally. ? Experience in SaaS, technology, professional services, or virtual receptionist industries is a plus. ? Highly adaptable with a process-driven mindset and strong attention to detail. ? Technical proficiency in CRM tools, ticketing systems, and cloud-based communication platforms.
Benefits:
? A competitive salary of $2,800 to $3,200 USD per month, based on experience.
? Competitive performance-based bonuses.
? Career growth opportunities, with the ability to advance into leadership or specialized roles.
? Ongoing learning and development, including training programs, workshops, and courses.
? Recognition for exceptional performance, with regular feedback sessions and tailored career development plans.
? 15 paid vacation days per year, plus an unlimited unpaid time-off policy.
? Company-wide events and team-building activities hosted by our Culture Committee.
