Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding Specialist to enhance client onboarding experiences and ensure successful implementation of their services.

Key Responsibilities

• Implement and manage a dynamic client onboarding program and training curriculum
• Provide customized training sessions and ongoing updates to clients on their onboarding progress
• Complete technical implementation of services in client systems and troubleshoot any issues that arise

Required Qualifications

• 2-4 years of experience managing customer accounts or directly interacting with customers
• Strong experience with Salesforce is required; certifications preferred
• Strong analytical and problem-solving skills
• Ability to work independently and manage multiple projects simultaneously
• Foreign language fluency and/or nonprofit experience is a bonus, but not required