Ensure clients see immediate success and value by conducting orientation and enablement sessions
Coordinate and execute onboarding related activities with clients via web-based meetings, phone, and email
Set and manage expectations in onboarding timeline, monitoring client’s achievements during onboarding, and measuring KPIs and success metrics
Develop training tracks on how to use and get started with the solution and offer options for which types of training are most effective
Where required, coordinate effectively with client agencies and third parties to drive desired implementation outcomes
Maintain records of any issues, questions, or requests during the onboarding process and collaborate across internal teams
Provide regular communication on the status of implementation both internally to the account team and externally to client sponsors
Ensure successful transition to the CS team after onboarding is complete

Bachelor’s degree and/or 2+ years of relevant work experience, preferably in project management, technology implementation, training or support
Exceptional team player with the ability to facilitate and harness cross-team collaboration
Proven track record of onboarding and supporting clients to deliver high client satisfaction, advocacy, and loyalty
Strong listening and verbal communication skills
A self-starter and quick learner comfortable in a fast-paced environment where priorities change constantly
Strong MS PowerPoint, Word, Excel, presentation and communication skills
Excellent time management skills.
Detail oriented, organized and highly efficient.
Ability to prioritize, multi-task, and perform effectively under pressure.

Client Success Onboarding Manager

Key skills