Specialist - Client Onboarding - Healthcare/Media/Education/Hospitality

Description:

We are seeking a Client Onboarding Specialist to join our team of enthusiasts to ensure a seamless experience for our clients. The primary responsibility of this role is to facilitate the onboarding process for new clients, ensuring they have a smooth transition into our products or services.

Roles & Responsibilities:

- Collaborate with sales and key account management teams to understand client needs and expectations.

- Create and manage client onboarding plans tailored to individual client requirements.

- Coordinate and communicate with various departments to set up client accounts and services.

- Provide clients with clear instructions and training on how to use our products or services.

- Address client inquiries and concerns during the onboarding process.

- Ensure all necessary documentation and contracts are completed accurately and on time.

- Monitor the progress of client onboarding and proactively address any issues or delays.

- Conduct client satisfaction surveys and gather feedback to improve the onboarding process.

- Maintain client records and ensure data accuracy.

- Collaborate with the client success team to ensure a smooth transition from onboarding to ongoing support.

Qualifications:

- Degree in business, marketing, or a related field (or equivalent experience).

- Proven experience in client onboarding or a similar customer-facing role.

- Excellent communication, and interpersonal skills.

- Strong organizational and project management abilities.

- Attention to detail and problem-solving skills.

- Proficiency in using client management software and CRM systems.

- Ability to work independently and as part of a team.

- Strong customer service orientation.

- Excellent MS office skills