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Onboarding Specialist

• Act as the project manager for new client implementations, driving timelines, deliverables, and communication.
• Configure and set up client accounts according to contract terms and client requirements.
• Lead kickoff meetings, onboarding calls, and training sessions to ensure client readiness and adoption.
• Collaborate with Sales to fully understand client goals, solutions sold, and key success criteria.
• Partner with internal teams (Product, Customer Success, Support) to ensure smooth rollouts and client satisfaction.
• Serve as the client’s trusted point of contact during onboarding, providing proactive updates and resolving blockers.
• Document onboarding workflows, client configurations, and training materials for consistency and scalability.
• Monitor onboarding metrics and escalate risks to ensure timely and successful launches.
• Gather client feedback during onboarding to drive improvements and enhance future implementations.