Client Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the onboarding process for new clients, which includes training, content implementation, and ensuring complete program and product utilization.

• Act as the main point of contact for clients throughout the onboarding phase.

• Coordinate communication between clients and various departments to advance projects effectively.

• Supervise website development workflows, prioritize launches, and manage timelines.

• Oversee the integration of client marketing systems, which involves setting up dashboards and linking social media and analytics accounts.

• Educate clients on the utilization of company systems.

• Create and sustain onboarding resources, such as videos, documentation, and checklists.

• Keep precise records of client interactions and onboarding activities.

• Track and report onboarding progress against established milestones and objectives.

• Elevate concerns to leadership when necessary.

• Discover opportunities to enhance and streamline the onboarding experience.

• Respond to client questions, troubleshoot issues, and resolve matters within SLA timeframes.

• Perform basic content updates and simple HTML modifications.

• Identify ways for clients to take advantage of additional GeniusVets products or services.

⛳️ Requirements

• 1-2 years of experience in client onboarding, client support, account management, or a similar position.

• Outstanding communication skills, empathy, and ability to build rapport.

• Proficient in client management and facilitating meetings.

• Technical skill set to learn new systems and instruct others.

• Strong problem-solving abilities and analytical thinking.

• Familiarity with project management tools and software.

• Excellent organizational skills; dependable and self-driven.

• Ability to remain sedentary for extended periods.

• Must be capable of lifting a minimum of 20 pounds.

• Certain management roles may require occasional travel.

🏝️ Benefits

• Fully remote work environment.

• There may be requests for overtime and weekend work if necessary.

• High-impact remote work setting.