Make sure client details are fully communicated to internal operational teams throughout the onboarding processBe the solutions expert and key resource for our clientsConsult with each client to determine the best onboarding fit
Maintain cross departmental relationships with key stakeholders to strengthen our partnership and ensure client stickiness
Facilitate customized trainings to drive excitement, knowledge, and adoption
Continuously gather customer feedback during initial six months to ensure client goals are met
Drive client expectations while simultaneously acting as their advocate
Continued innovation of the Onboarding process to be as client centric as possible
Effective communication & collaboration with sales to ensure proper documentation and understanding of each customers' sales process, key features, and pain points
Seamless handover from OSM to long term CS support
Requirements:
Familiarity with utilizing tech tools such as Salesforce, Outreach, Vidyard, and MS Suite
FR & ENG bilingual
Ability to quickly build rapport with clients
Problem solving skills to think outside the box and devise creative solutions
Ability to multi-task, prioritize, and manage time effectively
Familiar with a structured work environment based on KPI's