Client Onboarding Specialist

Client Interaction:

• Comfortable in a customer-facing role with tasks requiring attention to detail.
• Partnering with sales teams to get them (and our customers) set up for success.
• Deliver training directly with the customer to ensure they are properly set-up.

Project Management:

• Have great project management skills, juggling multiple projects at the same time and managing multiple stakeholders (and their expectations!).
• Managing multiple projects at the same time and making sure none of them are left forgotten or fall through the cracks.
• Leading each project and taking full ownership of each project to do what you were approached to do and more!

Problem Solving:

• Finding possible pain points and/or red flags and addressing them before they actually happen.
• Enjoy doing onsite visits to clients and helping them get set up for success!
• Comfortable doing sometimes repetitive tasks without losing focus.