Client Onboarding Executive

Client Onboarding Executive

Key Responsibilities:

• Client Onboarding & Account Setup:

  Lead the end-to-end onboarding process for new clients. This includes gathering necessary client data, configuring their accounts on the ShipDelight platform, and ensuring all integrations are correctly set up.

• Platform Training & Guidance:

  Provide comprehensive training to new clients on how to effectively use ShipDelight's platform, covering features, functionalities, and best practices for managing their shipments and logistics operations.

• Initial Post-Sales Support:

  Serve as the initial point of contact for clients immediately after sales, addressing their queries related to platform setup, initial usage, and troubleshooting minor technical or operational issues to ensure a seamless transition.

• Documentation & Coordination:

  Maintain detailed records of client onboarding progress and configurations. You'll collaborate closely with sales, tech, and operations teams to ensure a smooth hand-off and ongoing client success.

Qualifications & Skills:

• Experience:

  1-2 years of experience in

  client onboarding, implementation, post-sales support, or a similar customer-facing role

  within a tech or logistics company.

• Education:

  Bachelor's degree in Business Administration, Logistics, IT, or a related field.

• Communication:

  Excellent verbal and written communication skills for clear client interaction and training.

• Problem-Solving:

  Strong analytical and problem-solving abilities, with a knack for quickly understanding client needs and guiding them through technical setups.

• Tech Aptitude:

  Comfortable with software platforms, able to explain technical concepts simply, and proficient in MS Office Suite.

• Customer Focus:

  A patient, empathetic, and highly customer-centric approach, dedicated to ensuring a positive initial client experience.