Account Manager

2 weeks ago

Pasig, National Capital Region, Philippines Moreton Bay Technology Full time ₱30,000 - ₱60,000 per year

Job Overview

As Account Manager (Client Onboarding), you will be instrumental in the first stages of our client's journey. You will ensure that new clients are transitioned smoothly and effectively onto our software platform, setting them up for success from day one. This position requires a deep understanding of customer engagement and a passion for delivering outstanding service. You will also become an expert user of all our Check Software Product.

Responsibilities

  • Lead kick-off meetings to gather client requirements, system preferences, and project timelines.
  • Develop and manage onboarding plans, schedules, and milestones.
  • Implement effective onboarding processes for new clients ensuring a seamless transition and a solid foundation for their success.
  • Conduct initial training sessions and demonstrations tailored to customer needs, promoting a deep understanding of our product features and capabilities.
  • Can develop customized onboarding materials and resources.
  • Maintain clear, consistent, and proactive communication with new clients throughout the onboarding process.
  • Collaborate with the sales, system consultant teams to identify opportunities for client's satisfaction improvement and to streamline the onboarding process.
  • Monitor and report on the effectiveness of onboarding initiatives, using client feedback and onboarding metrics to drive continuous improvement.
  • Ensure clients are well-informed about processes, expectations, and deliverables.
  • Serve as the primary point of contact for all new clients during the onboarding and preinstalling phase, addressing any issues and ensuring they are resolved promptly.

Qualification:

  • At least 3+ years of experience in client onboarding or client success within the CRM, ERP and SaaS industry
  • Fluency in English written and oral communication and excellent communication, presentation, and training skills.
  • Proven ability to manage multiple onboarding projects simultaneously, while maintaining sharp attention to detail.
  • Strong interpersonal skills and the ability to create a positive first impression with new clients.
  • Ability to quickly adapt to new technologies and continuously update skills in a fast-paced environment.
  • Strong problem-solving skills and critical thinking ability

Job Types: Full-time, Permanent

Benefits:

  • Additional leave
  • Company events
  • Health insurance
  • Paid training
  • Pay raise
  • Promotion to permanent employee
  • Work from home

Work Location: In person

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