Customer Onboarding Manager
Job Summary: The Customer Onboarding Manager will be responsible for conducting onboarding planning calls with new customers to understand their needs and guide them through the onboarding process. They will function as the initial point of contact for all new customers as they undergo their onboarding. They will also be responsible for providing product & service walkthroughs, early customer education, background gathering, as well as consulting customers on other needs.
Responsibilities:
- Conduct planning calls with new customers to gather key business information and guide them through the onboarding process.
- Develop and maintain a thorough understanding of the company's problems, products and services to help tailor solutions that make sense for the customer
- Ensure customers have a positive experience during the onboarding process and are fully equipped to use the company's products and services.
- Collaborate with internal teams to ensure a seamless onboarding process for customers, including liaising with our staffing team to make sure that accounts get staffed on time & our sales team to ensure that all accounts gets properly onboarded
- Follow up with customers who have not booked planning calls to provide guidance and support and ensure they are aware of the onboarding process.
- Maintain accurate records of customer interactions and progress through the onboarding process.
- Identify opportunities to expand revenue during the onboarding process
- Identify opportunities for process improvements and suggest changes to enhance the customer experience.
- Maintain customer health and satisfaction by addressing early customer issues, escalations, and cancellation requests
- Save customers who are looking to cancel during the onboarding process
- Submit staffing requests for each customer after their onboarding planning call so that they receive their hired talent or other services they purchased
Requirements:
- Bachelor's degree in business administration, marketing, or a related field.
- Proven experience in customer service, account management, or a related field.
- Excellent communication skills, both written and verbal.
- Strong organizational skills and attention to detail.
- Ability to work independently and prioritize tasks effectively.
- Familiarity with CRM software and other relevant tools.
- Positive attitude and ability to work collaboratively with cross-functional teams.
- Experience in onboarding new customers is a plus.
This position is a critical role within the company, requiring a candidate with excellent communication and organizational skills, attention to detail, and a commitment to providing a positive customer experience. The ideal candidate will have experience in customer service, account management, or a related field, and a passion for helping customers achieve their goals.
Salary:
13,000 - 19,700 Mexican Peso Monthly
152,800 - 229,300 Argentinian Peso Monthly
40,000 - 60,000 Philippine Peso Monthly
$735 - $1100 USD Monthly
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