Client Onboarding Specialist

Job Summary

To ensure exceptional service and support for all clients, the full-time remote Client Onboarding Specialist will develop strong client relationships, manage support conversations, and collaborate with internal teams to enhance the client experience.

Key responsibilities

• Develop and maintain strong client relationships while managing client conversations across all support channels
• Conduct onboarding meetings, product tours, and demos, providing product information to help clients achieve their goals
• Evaluate client support processes and share feedback with appropriate teams to improve products and services

Required qualifications

• An associate's degree or equivalent experience
• Experience with Salesforce CRM and Churnzero or Gainsight
• Strong execution skills with a track record of defining and optimizing processes
• Project management and problem-solving skills with attention to detail
• Ability to manage multiple competing priorities and work with cross-functional teams