Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
About the role
- Onboarding Specialist managing client onboarding and implementation processes for ZUMA. Ensuring smooth onboarding and effective client relationship management.
Responsibilities
- Serve as the primary point of contact for new clients throughout onboarding.
- Provide clear guidance, warm communication, and consistent follow-up.
- Educate clients on ZUMA’s capabilities, best practices, and launch requirements.
- Build trust-based relationships positioning ZUMA as a long-term strategic partner.
- Encourage clients to stay on track with deadlines and deliverables.
- Manage onboarding workflows with milestone-based timelines.
- Coordinate with internal teams (Integrations, Product, Engineering, Support, Solutions) to ensure deliverables are completed on schedule.
- Identify risks early and drive solutions before launch impact.
- Ensure all onboarding components fit into a complete, launch-ready configuration.
- Maintain high accuracy in documentation, client requirements, and communication.
- Verify clients have all required information and documents.
- Collaborate with leadership to refine onboarding processes, templates, and playbooks.
- Contribute to making onboarding more efficient, scalable, and seamless.
- Support creation of onboarding resources, training materials, and client education content.
Requirements
- 3–5 years experience in project management, HR onboarding, client onboarding, or similar roles. Flexible with fewer years for candidates with strong soft skills.
- No internships.
- Exceptional organizational skills and attention to detail.
- Excellent communication skills (written and verbal). - C1 English level.
- High emotional intelligence and patience to guide clients step-by-step.
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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