Machinio

Onboarding Coordinator, SaaS

Machinio

full-time

Posted on:

Location Type: Remote

Location: New Jersey • New York • United States

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Salary

💰 $62,000 - $65,000 per year

About the role

  • Manage end-to-end onboarding for newly acquired clients, acting as their main point of contact throughout the process
  • Use internal tools to design client’ websites, implementing draft revisions based on feedback
  • Collaborate with the tech team to ensure successful migration of client inventory
  • Organize and prepare client data for smooth contact imports
  • Enable CRM integrations and ensure proper functionality for each client
  • Assign UX reviews and ensure they are completed in a timely and effective manner
  • Conduct live training sessions to help clients become familiar and confident with the platform
  • Coordinate domain pointing and launch logistics for each client’s new website and CRM system
  • Participate in weekly collaboration sessions with the Team Lead to provide progress updates on each project and brainstorm solutions
  • Maintain a balance between ensuring client satisfaction and achieving internal deadlines and goals
  • Stay accountable to individual and team objectives, key results, and performance metrics

Requirements

  • Highly detail-oriented, organized, and proactive
  • Excellent communicator
  • Ability to manage multiple client onboarding projects from start to finish
  • Proficiency in website design and CRM setup
  • Quick learning of systems and functionalities
Benefits
  • Remote setup provided for all team members, along with modern work equipment
  • Casual, collaborative, fast-paced work environment and a fun team (we’re cool)
  • In-person team events and really fun in-person holiday parties!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
website designCRM setupclient onboardingdata organizationclient inventory migrationUX reviewslive training
Soft Skills
detail-orientedorganizedproactiveexcellent communicatorproject managementclient satisfactionteam collaboration