Customer Onboarding & Client Servicing Specialist Executive

Customer Onboarding & Client Servicing Specialist

Key Responsibilities

Customer Onboarding

•Lead the Onboarding Process: Serve as the main point of contact for new clients from contract signing through successful implementation and ‘go-live.’

•Needs Assessment & Customization: Understand each client’s business goals, workflows, and technical requirements to tailor the onboarding process and product setup.

•Product Training: Conduct engaging one-on-one or group training sessions for client teams on effective product usage.

•Documentation: Accurately log all client setup details, training notes, and relevant communications in the CRM/client management system.

Client Servicing & Relationship Management

•Build Relationships: Develop strong, trust-based relationships with key client stakeholders to foster loyalty and long-term retention.

•First-Line Support: Address client inquiries, troubleshoot minor issues, and act as the client’s internal advocate, coordinating with technical support, product, and sales teams as needed.

•Proactive Engagement: Regularly monitor client usage, identify potential challenges, and provide suggestions for optimization and increased ROI.

•Feature Adoption: Communicate product updates and new features to clients, encouraging and training them on adoption.

Qualifications & Requirements

•Experience: Minimum of 2 years in a customer-facing role such as Customer Success, Account Management, Client Onboarding, or a related field.

•Language: Fluent in English, both written and verbal.

•Communication Skills: Exceptional communication, presentation, and interpersonal skills; able to explain technical concepts to non-technical audiences.

•Problem-Solving: Proven ability to troubleshoot and resolve client issues efficiently and professionally.

•Technical Aptitude: Familiarity with CRM platforms (e.g., Salesforce, HubSpot) and quick adaptability to new software tools.

•Education: Bachelor’s degree preferred, or equivalent practical experience.

What Makes You a Great Fit

•Highly organized with excellent project management skills.

•Empathetic and committed to creating a positive client experience.

•Thrives in fast-paced environments and anticipates client needs proactively.

•Professional, patient, and persistent demeanor.