Provide strategic leadership in developing and implementing customer onboarding processes that align with organizational goals and objectives
Drive continuous improvement initiatives to enhance the efficiency and effectiveness of the onboarding function
Oversee the post-sales customer lifecycle, including new customer onboarding and new product implementations
Support and implement changes related to customer renewals, product improvements, and up-sell and cross-sell initiatives
Develop and implement strategies to maintain high levels of customer loyalty and satisfaction through customer go-live
Address and resolve complex customer issues in a timely and effective manner
Act as a customer advocate within the organization, ensuring customer feedback is heard and acted upon
Maintain accurate and up-to-date records of customer interactions, onboarding and implementation progress, risk management, and issue resolution
Generate regular reports on project and program metrics, performance, and satisfaction
Lead and mentor a team of customer implementations professionals, providing guidance, coaching, and support
Track and analyze customer performance metrics to ensure continuous engagement with the product and maximize product usage
Utilize data-driven insights to identify opportunities for improvement and to inform strategic decisions
Develop and oversee comprehensive customer training programs and collaborate with the training team to create effective training materials and resources
Collaborate with Sales and Product teams to provide insights from customer interactions and contribute to product improvements
Coordinate with Sales to identify opportunities for upselling and cross-selling during the onboarding process
Requirements
Completion of a four-year college degree in a relevant discipline +10 years of experience in a related field OR completion of an advanced degree (masters or higher) in an applicable and relevant field +5 years of related experience (experience will be considered in lieu of a degree)
Proven experience in strategic customer onboarding and post-sales lifecycle management
Specific functional expertise gained through experience and/or formal education
Strong leadership and team management skills
Exceptional communication and interpersonal skills
Results-oriented with a focus on customer satisfaction and engagement
Ability to provide guidance to others as a lead or individual contributor project manager using product/service and technical expertise
Problem-solving skills and ability to address complex customer issues effectively
Experience in the mortgage industry with specific knowledge of loan servicing