
Client Onboarding Specialist
1 day ago
This role encompasses leading new client onboarding for mid to large-sized clients within a specified timeframe.
The ideal candidate will possess the ability to empathize with customers, explain complex concepts in a clear and concise manner, and exhibit strong analytical and communication skills.
Key Responsibilities:- Maintain implementation programs for small to medium clients
- Oversee the entire implementation process for assigned accounts
- Establish accurate expectations with clients and internal stakeholders
- Foster active communication with Account Executives and Customer Success Managers regarding client progress
- Assist with high-severity requests or issue escalations as needed
The successful candidate will be an expert in our platform, guiding new users and answering their questions. They will also track client activity, notes, and next steps in our software.
Requirements:- Customer-facing implementation experience: A minimum of three years of experience onboarding new clients for a SaaS company
- Payroll experience: Experience with US payroll, either in an implementation capacity or managing payroll in-house
- Basic spreadsheet/database skills, and the ability to quickly learn more
We provide equal employment opportunities to all employees and applicants for employment.
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