Onboarding Specialist

• Serve as the primary point of contact for new clients, guiding them through the onboarding process and ensuring a seamless transition from sales to account management by providing a white-glove experience to prevent early confusion.
• Educate, train, and guide new clients so they feel confident and knowledgeable about the process.
• Be comfortable presenting to and educating clients on our product capabilities
• Collaborate with Sales and Account Management teams to ensure campaigns are set up properly, expectations are clear, and a smooth handoff is made with all the groundwork in place.
• Utilize various tools and software to manage records, documents, and data related to client onboarding, ensuring efficient organization and easy access for relevant teams.
• Develop and maintain an onboarding roadmap and plan for each client, outlining key milestones, tasks, and timelines to ensure a smooth and efficient onboarding process.
• Provide ongoing support to clients during the onboarding process, addressing any questions, concerns, or technical issues that may arise.
• Continuously evaluate and improve the onboarding process, identifying opportunities to streamline workflows, enhance client satisfaction, and drive efficiency.

Client Onboarding Specialist

Onboarding Specialist

Customer Onboarding Senior Specialist

Customer Onboarding Specialist