Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
About the role
- Franchise Onboarding Manager guiding MilkShake Factory franchisees through permitting, vendor setup, and construction timelines. Ensuring operational readiness and providing consistent support for new store openings.
Responsibilities
- Serve as the primary support and communication channel for franchisees throughout the pre-opening lifecycle
- Clearly explain timelines, tasks, and requirements in accessible, layman’s terms
- Manage the full onboarding checklist, ensuring each franchisee completes critical tasks on schedule
- Track and follow up on permitting, SBA loan progress, construction milestones, and vendor approvals
- Facilitate introductions to internal teams (operations, marketing, training, supply chain) at the appropriate stages
- Maintain accurate records, trackers, and status updates for each franchisee
- Prepare franchisees for the transition into training by confirming operational readiness: equipment, permitting, vendor accounts, opening orders, and timelines
Requirements
- 3+ years of professional experience in coordination, executive assistance, client support, or similar
- Exceptional organizational skills with the ability to manage multiple projects at once
- Strong written and verbal communication skills; able to summarize complex processes clearly
- Comfortable managing deadlines, following structured processes, and holding others accountable
- Experience working cross-functionally with multiple teams and external partners
- Franchise or hospitality experience helpful but not required
Benefits
- Supportive, organized, and consistent experience for franchisees
- Weekly or bi-weekly progress summaries to leadership
- Timely setup with required vendors
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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