Client Success Onboarding Specialist

VirtualVocations
Decatur, Georgia, United States
Full-time

A company is looking for a Client Success Onboarding Specialist to manage the onboarding process for new clients.Key ResponsibilitiesComplete onboarding calls and activities for clients with advisory servicesMonitor client activity and satisfaction while providing solutions to enhance their experienceTrack onboarding progress and report findings using SalesforceRequired QualificationsProven success in onboarding new clients and managing client relationshipsUnderstanding of SaaS products and client-facing service deliverablesExperience in SMB accounting, payroll, and bookkeeping services is a plusBachelor's degree or equivalent experience preferredExperience with Salesforce CRM is a plus

2 days ago
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