2 дня назад
Client Experience Onboarding Specialist
75 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Experience Onboarding Specialist (Client Onboarding/CRM): Guiding newly acquired clients through their first 30–60 days by coordinating meetings, gathering transition requirements, and preparing handoffs to Client Experience Managers with an accent on high-touch relationship management and operational coordination. Focus on facilitating stakeholder introductions, monitoring client sentiment, resolving onboarding concerns, and tracking milestones through transition readiness.
Location: Remote (United States)
Base salary: $75,000–$90,000 per year, plus eligibility for a bonus.
Company
is a North American technology advisor and solution provider offering ERP, HCM, and CRM implementations, industry expertise, and managed services for small and mid-size businesses.
What you will do
- Serve as the primary point of contact for newly acquired clients during their first 30–60 days.
- Lead onboarding and introduction meetings with clients and internal stakeholders.
- Coordinate meetings, onboarding activities, and the transition to the assigned Client Experience Manager.
- Connect clients with internal experts across consulting, sales, client experience, and support teams.
- Build relationships with executive and operational stakeholders while addressing questions and concerns.
- Gather credentials and system-access information, monitor client sentiment, and track onboarding milestones and reporting.
Requirements
- 1–3 years of experience in customer success, client experience, account management, project coordination, hospitality, or a similar service-oriented role.
- Experience facilitating client or stakeholder meetings.
- Strong interpersonal, organizational, and communication skills with the ability to manage multiple onboarding journeys.
- Familiarity with CRM systems; Microsoft Dynamics experience is preferred.
- Ability to gather and validate credentials, system access, and other transition-related information.
- Customer approval may be required for access to customer information, systems, or premises.
Nice to have
- Experience in onboarding, implementation, client transitions, or M&A integration.
- Microsoft Dynamics experience.
Culture & Benefits
- Inclusive workplace focused on mutual respect, equitable treatment, and collaboration.
- Medical, dental, and vision coverage, plus accident, critical illness, hospital indemnity, life, and disability insurance.
- Flexible spending accounts, health savings account with company contribution, retirement plan with 401(k) matching, and transportation and parking accounts.
- Paid time off starting at 15 days annually and 8 paid holidays, including one floating holiday.
- Additional benefits include an employee assistance program, legal benefits, identity theft protection, pet insurance, and wellness programs.
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