Client Onboarding Manager
A
Aesthetix CRMCRM, software
United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- Prior experience
Requirements
- Prior experience in customer onboarding or implementation management role
- Strong project management skills
- Ability to prioritize and manage multiple client onboarding projects simultaneously
- Excellent communication and interpersonal skills
- Ability to build rapport and establish trust with clients
- Strong problem-solving and analytical skills
- Experience in the CRM or software industry preferred
- Proficient in CRM software
- Proficient in project management software
- Ability to work independently
- Ability to work collaboratively as part of a team
Responsibilities
- Manage the onboarding process for new clients, including conducting up to 4 client meetings, gathering requirements, and setting expectations
- Develop and maintain standard onboarding processes and documentation
- Collaborate with cross-functional teams, including sales, product, and support, to ensure a smooth transition for clients
- Provide training and support to clients to help them optimize their use of our software solutions
- Address client concerns or issues during the onboarding process and escalate to the appropriate teams for resolution
- Monitor client progress during onboarding and ensure timely completion of milestones
- Proactively communicate with clients and their agencies to provide updates and gather feedback to ensure onboarding timelines are met
- Stay up-to-date with product enhancements and industry best practices to provide valuable insights and recommendations to clients
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