Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
About the role
- Client Onboarding Manager at Citi Commercial Bank overseeing onboarding services for mid-sized companies. Leading implementation and coordination of client deals and improving onboarding experience.
Responsibilities
- Lead the implementation of all CCB deals
- Oversight of all client on-boarding activity end-to-end
- Support client through their Onboarding journey
- Coordinate with Sales, Product Management, Client Services and Operations partners
- Develop and maintain a customized project plan
Requirements
- 3-7 years of experience
- Communication and presentation skills
- Excellent Leadership skills
- Excellent organizational and planning skills
- Project Management Certification by a reputable organization is preferential
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development
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