Onboarding Specialist

Onboarding Specialist

Purpose of Job:

• Responsible to bridge the gap between sales and the technical implementation and service delivery.

• Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.

• Administer the onboarding process to include: o conduct internal transition meetings, gather client requirements, coordinate monitoring/alarm and reporting configuration, determine training & staffing needs, determine additional tools & software needs, load client data into field service management tool, schedule & conduct client transition meetings. Represent client onboarding to all clients and internal stakeholders.

• Ensure client onboarding services are delivered to clients in a consistent, high quality and professional manner consistent with company initiatives, client expectations as well as internal and external SLAs.

Key Responsibilities:

Responsible to bridge the gap between sales and the technical implementation and service delivery.

• Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.
• Administer the onboarding process to include:
• conduct internal transition meetings, gather client requirements, coordinate monitoring/alarm and reporting configuration, determine training & staffing needs, determine additional tools & software needs, load client data into field service management tool, schedule & conduct client transition meetings. Represent client onboarding to all clients and internal stakeholders.
• Ensure client onboarding services are delivered to clients in a consistent, high quality and professional manner consistent with company initiatives, client expectations as well as internal and external SLAs.