Client Onboarding Specialist - Remote

• Opportunity to Invest in Your Future. We offer a 401K match.
• Paid Time Off. Enjoy paid time off and paid holidays.
• Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.
• A Great Team. Collaborate with smart, curious, hardworking individuals.
• Performance Compensation. Be rewarded for your hard work with performance-based merits.
• Remote Work. Want to work from home? No problem!

• Develop and maintain strong client relationships. 
• Manage client conversations across all support channels. 
• Share relevant client feedback to appropriate teams, improving products and services offered.
• Evaluate the client support processes and measure results, helping develop strategies to enhance the client experience. 
• Work with internal teams and clients to execute goals and strategies.  
• Conduct onboarding meetings, product tours, company presentations, and product demos. 
• Understand customer context and goals, providing product information to best serve those goals. 
• Educate customers and optimize their product setup for the quickest path to success. 
• Eliminate roadblocks in the way of customers’ goals: product issues, poor implementation, support issues, customer knowledge gaps, or simply poor product understanding. 
• Improve product adoption and customer retention while helping foster positive customer relationships that create a loyal customer base. 
• Assist customer support with customer issues and requests. 
• Complete other duties as assigned. 

• An associates degree or equivalent experience                                                      
• Project management and problem-solving skills with an emphasis on attention to detail, timelines, and quality of work 
• Experience with Salesforce CRM and Churnzero or Gainsight 
• Strong execution skills and the ability to drive action and accountability 
• Prior track record of defining and optimizing processes 
• The ability to manage multiple competing priorities, rapidly adapt and respond to client requests and timeline changes 
• The ability to work with cross-functional teams and clients 

• SaaS industry experience, advantageous
• Client success and/or project management background 
• Collaborative, organized, and execution-oriented with strong presentation skills  
• Excellent written and verbal communication skills 
• Strong time management skills
• Strong initiative and sound decision-making ability 
• Ability to sit for prolonged periods at a desk and work on a computer 
• Must be able to lift up to 15 pounds at times

This is a full time position