Onboarding Specialist

• Serve as the primary point of contact for new clients throughout their first 90 days of onboarding.
• Build strong initial relationships that set the tone for long-term client success and satisfaction. You’ll guide new customers through the onboarding process, creating a positive and confident start to their journey with our platform.
• Conduct virtual one-on-one training sessions to educate and empower clients on using our platform and services effectively.
• Deliver personalized, hands-on training that helps clients understand not just how to use the platform, but how to apply it to their specific business needs. These sessions build confidence, drive early product adoption, and lay the foundation for long-term success by showing clients how to achieve real value from day one.
• Identify client needs, track progress, and proactively address potential roadblocks to ensure long-term success.
• Take a consultative approach to problem-solving by anticipating challenges and offering solutions before they become issues. Your proactive support helps reduce churn and boosts customer satisfaction and loyalty.
• Maintain accurate client records and documentation across platforms. Ensure all client interactions and milestones are properly documented for cross-functional visibility. Accurate records support a consistent experience across teams and help drive data-informed decisions.

Onboarding Specialist

Onboarding Specialist

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Onboarding Specialist II