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Customer Onboarding Manager
LawPayCustomer Onboarding Manager leading onboarding for new customers at 8am, ensuring a seamless transition to MyCase software. Responsible for maximizing customer satisfaction and future success through effective training and support.
About the role
Key responsibilities & impact- Master the product through a formal onboarding program and continued learning.
- Prepare and lead customer onboarding experience assessing customer needs, and customizing onboarding experience to maximize utilization and delight.
- Complete assigned tasks in an organized manner to ensure project deadlines.
- Proactive outreach to ensure customer success during their first 90 days post-live.
- Provide timely response to customer inquiries via phone and email.
- Enhance customer satisfaction by providing distinctive service in all interactions.
- Establish a trusted advisor relationship to ensure customer satisfaction.
- Utilize Zoom to provide efficient face-to-face customer service.
- Utilize SalesForce to manage customer interaction and inquiries.
- Partner with Sales, Product and Services teams to define ongoing best practices for onboarding tasks.
- Ensure all check-ins and go-live targets are executed on time
- All notes & fields are filled in throughout Onboarding for each firm
- Serve as a MyCase brand ambassador to create promoters within industry
- Represent Onboarding department at offsite meetups and customer conferences with customers and prospects
Requirements
What you’ll need- BA/BS/BE degree required
- Exceptional customer relationship building skills
- Excellent written and oral communication skills
- Strong analytical capabilities for advanced problem-solving
- Demonstrable leadership skills
- Ability to influence decision-making and change
- Highly organized and strong ability to multitask
- Have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills
- Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
Benefits
Comp & perks- Statutory Benefits – Full compliance with Colombian social security (health, pension, and risk coverage)
- Staff Referral Bonus – Rewards for referring great candidates to the 8Team
- Paid Sick Leave – Covered from day one, with EPS support after the 2nd day
- Flexible Time Off (FTO) – Up to 15 paid days off per year
- Parental Leave – Maternity and paternity leave in line with Colombian law
- Company Holidays – Paid time off for all official Colombian public holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer OnboardingProject ManagementProblem-SolvingUtilization Of AI ToolsMultitasking
Soft Skills
Influencing Decision-MakingPassion For Helping OthersOrganizational Skills
Certifications
BA/BS/BE Degree