Onboarding Specialist

• Drive member engagement and time-to-value in the early days of membership as well as upon membership renewal through effective and thorough onboarding
• Host a high volume of tailored 1:1 onboarding sessions and training to help members achieve their goals with our web, mobile, and IRL products
• Leverage data, member feedback, and past experiences to help identify areas of opportunity across Chief services, onboarding processes, and educational resources
• Partner with the Member Success Managers to ensure that each Chief member feels supported and heard; create and align on standard operating procedures to make member data visible and accessible across teams
• Test, collect feedback on, and iterate on onboarding playbooks and continuously look for ways to improve the efficiency and effectiveness of the team’s processes
• Support strategy development in collaboration with leadership and in lockstep with the Membership and Member Success Managers
• Manage a high volume of calls, emails, and virtual meetings for a large, rolling pipeline
• Responsible for achieving quarterly KPIs and delivering high-quality, tailored training and tactical support to set members up for success

Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II

HR Onboarding Specialist

AVP, Securities Client Onboarding and KYC

Onboarding Coordinator