Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
About the role
- Client Onboarding Manager at VRIFY guiding clients through a comprehensive onboarding process in the mining industry. Focused on communication and collaboration for successful client transitions and satisfaction.
Responsibilities
- Managing the onboarding project timeline meticulously, ensuring that each phase of the process is executed smoothly and efficiently.
- Serve as the main point of contact for clients during the onboarding process, providing high-quality support and fostering a positive relationship.
- Acting as the liaison between clients and our internal teams, you will facilitate the flow of information, ensuring that any gaps are swiftly identified and addressed.
- Organize all necessary meetings throughout the onboarding process, including the initial Client Kickoff call, Production call, Draft Review sessions, and Scene Creation training.
- Lead the kickoff call with the client, alongside a Strategic Advisor, guiding the discussion on the project's timeline and objectives.
- Host an in-depth training session on creating scenes, delving into every feature of the Editor and how to utilize them effectively.
- Compile and send out comprehensive weekly project status reports to clients, keeping them informed of build progress, milestones achieved, and any issues that need attention.
- Collaborate with Implementation Specialists to ensure all necessary data from clients is collected timely, proactively reaching out to gather any missing information critical to the project's success.
- Closely monitor the project build timeline, ensuring that all tasks are completed as scheduled and identifying any potential delays early on.
- Collect and analyze client feedback to continuously improve the onboarding process and overall customer experience.
- Work with the sales team to ensure Handoff notes are thorough and detailed prior to the client kickoff.
- Ensure a smooth handover of clients who have completed the onboarding process to the Customer Success Manager.
Requirements
- Bachelor's degree in Business Administration or related fields.
- Advanced certifications in project management (e.g., PMP), customer success, or specialized certifications relevant to the industry or CRM/onboarding tools.
- Minimum of 2 years of experience in a direct customer-facing implementation role with another SaaS company.
Benefits
- Not specified
Job title
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