Onboarding Specialist

• Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently.
• Identifying project scope and organizing requirements based on clients’ individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details.
• Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction.
• Becoming a Comply product expert.
• Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams.
• Driving escalation and mitigating client issues if they arise during onboarding.
• Training new clients / users on the features of the platform based on their specific needs.
• Successfully transitioning clients to the Customer Success team post-onboarding.
• Using GuideCX (our Onboarding platform) to manage customer onboarding progress and tasks.
• Assist in supporting special projects or other operational functions within the broader onboarding team.

Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II

Onboarding Coordinator

Onboarding Manager

Senior Onboarding Manager