- Own the full onboarding experience for new clients from signed agreement through website launch.
- Drive client progress through proactive communication via email, phone, and Zoom.
- Guide clients through key deliverables including intake, IDX approvals, and billing setup.
- Monitor onboarding tasks and proactively manage risks or project blockers.
- Manage account reactivations, package changes, and template conversions for existing clients.
- Act as a trusted advisor to build confidence and trust throughout the client journey.
- Collaborate with Education, Support, and Operations teams to ensure frictionless handoffs.
- Identify at-risk clients and coordinate turnaround strategies.
- Collect and share client feedback to refine and improve onboarding processes.