We are seeking a Client Onboarding Expert to support our new clients in adopting and mastering the [Platform Name] solution. As the Client Onboarding Expert, you will play a key role in customer satisfaction and retention by facilitating a seamless onboarding experience that ensures clients maximize the value of our platform from day one. A strong background in tech, advertising, or agency environments will be highly valuable for this role.
Key Responsibilities:
Onboarding Management: Design and lead a structured onboarding process for new clients, which includes tailored training sessions, platform demos, and configuring client-specific settings to align with their needs.
Training and Support: Host training sessions (webinars, online workshops, etc.) to guide clients through platform usage, explain core features, and share best practices.
Client Engagement and Satisfaction Monitoring: Maintain regular contact with clients throughout the onboarding period to assess satisfaction levels, gather feedback, and proactively address any questions.
Customizing the Client Experience: Tailor the onboarding journey based on each client’s objectives and expectations, identifying solutions and features that best address their unique needs.
Internal Collaboration: Work closely with the sales, product, and support teams to ensure client requests are handled efficiently. Communicate client feedback to the product team to continuously improve the platform.
Continuous Improvement: Analyze client feedback and data to assess the effectiveness of the onboarding program and identify areas for enhancement, implementing updates to improve the client experience.
Experience: 2-5 years in onboarding, customer success, client support, or a related role, ideally within a SaaS company, tech environment, advertising, or agency sector.
Communication Skills: Excellent written and verbal communication skills; ability to convey complex information in a clear and engaging manner.
Customer-Focused Approach: Strong customer service orientation with the ability to understand client-specific needs and provide personalized solutions.
Organizational Skills: Strong project management capabilities, able to coordinate and prioritize multiple client accounts at different onboarding stages.
Technical Proficiency: Comfort with digital tools and SaaS platforms; experience with CRM systems and project management software is a plus.
Industry Knowledge: Familiarity with the tech, advertising, or agency sectors is highly beneficial for understanding and anticipating client needs.
Analytical Mindset: Ability to analyze client data to identify trends and opportunities for improving the onboarding experience.
Fluent in english
Si votre candidature est retenue, voici le processus en 2 étapes :
1/ Entretien avec la RH (30 minutes)
2/ Entretien en personne ou par téléphone avec la Head of CSM (30 minutes)
3/ Entretien en personne avec un C-Level (30 minutes)
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