Senior Onboarding Account Manager
Easy Outsource
full-time
Posted on:
Location Type: Remote
Location: Canada
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Job Level
About the role
- Lead the onboarding phase for new clients, ensuring a smooth transition from sales to active engagement
- Conduct onboarding meetings via Zoom with professionals, physicians, and executive stakeholders, addressing questions and setting expectations
- Build and maintain strong relationships while serving as the primary point of contact during onboarding
- Coordinate internally to capture client requirements, track progress, and ensure accurate execution
- Document onboarding details, identify issues proactively, and contribute to continuous improvement of onboarding processes
Requirements
- Senior-level experience in account management, client onboarding, or client success
- Proven experience interacting with executive-level stakeholders and professionals
- Exceptional verbal and written communication skills
- Strong meeting facilitation and presentation ability (Zoom or virtual platforms)
- Ability to manage multiple onboarding projects simultaneously
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
account managementclient onboardingclient successcommunication skillsmeeting facilitationpresentation abilityrelationship buildingproject management