Client Onboarding Specialist managing VAT registration and onboarding processes at KPMG. Collaborating with clients and internal teams to ensure compliance and accuracy in deliveries.
About the role
- Onboarding Specialist helping customers effectively use Cents' software by provisioning and configuring marketing products. Collaborating with partners for efficient onboarding and customer success.
Responsibilities
- Onboard Cents customers by provisioning and configuring marketing suite products from the backend systems and ensure they are live with the software as quickly as possible
- Support the creation and setup of phone numbers, customer websites and mobile applications while monitoring progress and address roadblocks for operators who are onboarding
- Coordinate with external partners to onboard customers quickly and efficiently while keeping customers informed of onboarding status, timelines, and next steps
- Manage and maintain accurate customer account details within the CRM
- Proactively reach out to customers to collect required information and clarify requirements to ensure all configurations meet quality, accuracy, and compliance standards
- Troubleshoot setup issues and collaborate with internal teams to resolve them
- Provide incredible customer service during every interaction with clientsAd Hoc responsibilities as required
Requirements
- B.A, B.S. or equivalent degree
- Familiarity with marketing platforms, websites, and mobile app setup (hands-on or support role) is preferred, but not required
- Experience in SaaS and CRM platforms is preferred, but not required
- Tech-savviness with an ability to conduct presentations virtually using Zoom and troubleshoot any complications that arise as a result
- Organizational skills, detail, and task-oriented
- Excellent written and verbal communication skills
- Self starter & Team player mindset
- Ability to work effectively in a fast paced environment
Benefits
- Competitive salary
- Equity
- Unlimited PTO and paid holidays
- Remote-first with offices in New York City and San Francisco
- Health benefits, including medical, dental, vision, mental health support, parental leave, life and AD&D insurance, and disability
- 401(k)
- Work-from-home and commuter benefits
- Laundry allowance to give you time back, and to support our customers’ businesses
- Comprehensive training, learning, and development programming
- Access to hundreds of discounts and rewards from renowned vendors including deals on health & wellness, travel, dining, auto insurance, and so much more!
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