Client Onboarding Specialist

2 days ago

Cabuyao, Calabarzon, Philippines beBeeImplementation Full time $60,000 - $85,000
Job Title:

Customer Implementation Specialist

Description:

As a key member of our customer success team, you will be responsible for leading the onboarding process for new clients, ensuring a seamless and successful implementation of our software. You will work closely with internal stakeholders to define and maintain the implementation program, including timelines, stakeholders, and technical requirements.

You will own the end-to-end implementation process for assigned accounts, including successful implementation and training of the software to drive adoption by new clients. This will involve setting accurate expectations with clients and internal stakeholders, actively communicating with account executives and customer success managers regarding client progress, and assisting with high-severity requests or issue escalations as needed.

In this role, you will participate in cross-functional groups to establish enhancements to communications, tools, and products. You will also lead kickoff calls daily with new customers, oversee complex process design and setup, and be an expert in Workstream, guiding new users and answering their questions.

Additionally, you will keep track of client activity, notes, and next steps clearly in our success software, deliver user training, and develop supporting manuals and processes to ensure users understand core concepts and can independently adopt key software features.

Key Skills and Qualifications:

  • At least three years of experience onboarding new clients for a SaaS company, particularly managing larger, more complex customer implementations.
  • PAYROLL EXPERIENCE: Experience with US payroll, either in an implementation capacity or in managing payroll in-house.
  • Basic spreadsheet/database skills, and the ability to quickly learn more.
Benefits:
  • Permanently Remote.
  • Pay wired directly to your bank account.
  • $50 Monthly Stipend.
  • Annual Bonus.
  • Performance-based bonuses.
  • Flexible PTO.
  • Enjoy company time off during some of the major US and PH Holidays.
  • Company-issued Device.
  • Career fast track for performers and internal mobility.
  • Learn from a team of Stanford, MIT, Google, and Harvard alumni.
Who We Are Looking For:
  • Someone who loves working with customers and thrives in delighting customers.
  • A project manager: there are many moving pieces and multiple stakeholders to manage within the customer and Workstream to help a customer go live successfully.
  • Detail oriented.
  • With good analytical skills.
  • A good communicator, both verbal and written. Able to explain complex concepts clearly and concisely.
  • Entrepreneurial, hungry, passionate and tech-savvy.
  • Empathetic to customer needs.
  • Can adapt and remain flexible with ever-changing processes.
  • Able to attend occasional in-person meetings in Metro Manila.
  • Has a high-speed and stable primary and backup internet connection (at least 20 Mbps). Please note that we will require you to submit a document showing a screenshot of your speed test results.

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