Client Onboarding Manager #hiringNow #JobAlert #Florida

What You'll Be Doing

• Manage the comprehensive onboarding for all clients (including new business, renewals, and upsells) to ensure clients receive a highly organized program with detailed goals, timelines, and processes. Serve as primary point of contact for clients during the onboarding and implementation phase of the client lifecycle.
• Build implementation strategies to ensure clients in all client segments are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for every client.
• Work directly with clients to set appropriate expectations, address client goals, determine target dates, manage client tasks, and provide regular project updates during the onboarding phase of the client lifecycle.
• Collaborate with the client success team, client training team, and client integrations team to create a streamlined and cohesive approach that allows clients to be successfully implemented and trained.
• Manage multiple simultaneous onboarding projects at one time, balancing priorities of business results, client satisfaction, and technical quality. This includes being an asset to the Client Success Manager, Learning & Development Manager, and Integrations and/or Solutions Engineer while being an advocate for the client.
• Provide best practices and mentorship to clients on how best to implement suite of products and solutions. Provide thought leadership with regards to overcoming challenges the client is facing.
• Ensure appropriate handoff of new accounts to the Client Success Manager and/or the Account Manager. Build out a standardized information flow/transition document to prepare the CSM and AM for success, including documenting wins and challenges the client faced during the onboarding process.
• Serve as the primary owner of Client Journey tasks in Salesforce and Churnzero. Document all steps and touchpoints as appropriate.

REQUIREMENTS  (Knowledge, Skills, and Abilities)

• Bachelor's degree or equivalent experience preferred.
• Minimum of 2 years of client success and/or project management preferred.
• Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work preferred.
• Marketing experience in B2B SaaS industry preferred.
• Creative and entrepreneurial spirit and attitude, a focus on possibilities and not obstacles.
• Strong execution skills and the ability to drive action and accountability.
• Proven track record of defining and optimizing processes.

• Ability to manage multiple competing priorities, rapidly adapt and respond to client requests and timeline changes.
• Excellent written and verbal communication skills for to creative, product, and technical teams, both internally and external clients. 
• Highly collaborative, organized, and execution-oriented with strong presentation skills.
• Excellent problem-solving skills and ability to be flexible to project situations. Ability to research, analyze and provide a solution to newly identified issues.
• Able to be successful in a fast-paced environment that rewards hard work and self-motivation.
• Ability to work on-site in Coral Springs, FL

ADDITIONAL DESIRABLE QUALIFICATIONS

• The ideal candidate will bring a client-first culture, along with a proven record of leading client engagement/success initiatives.
• High proficiency with Salesforce CRM and Churnzero is a plus.