Customer Onboarding Specialist at Salonkee leading client onboarding and providing software training. Collaborating with sales, support, and product development for seamless customer experiences.
About the role
- Client Onboarding Intern at Popmenu, working with restaurant clients fostering their success in a dynamic software environment. Engaging in client education and support for onboarding processes.
Responsibilities
- Support onboarding consultants with day-to-day administrative tasks across new client implementations.
- Help manage onboarding progress by tracking milestones, outlining next steps, and ensuring clients stay on schedule
- Monitor onboarding pipelines and flag risks, delays, or gaps to the team.
- Participate in client communication by joining calls, taking notes, following up on action items, and leading welcome calls.
- Prepare client-facing materials including setup guides, checklists, and training resources.
- Perform quality assurance on onboarding deliverables (including menu and web design work) to ensure accuracy and consistency.
- Assist with data entry, system setup, and logging client interactions for tracking and reporting.
- Identify and document accounts with potential risks or issues that need further attention.
- Support clients within Popmenu’s platform, including scheduling business reviews and helping them track progress toward goals.
- Complete ad hoc client projects such as drafting communications and reviewing client data.
Requirements
- Currently enrolled in a business, advertising, sales, or communications program.
- Strong verbal and written communications skills.
- Eagerness to learn and develop strategic skills.
- Ability to manage multiple projects and prioritize effectively.
- Comfortable working in a collaborative, fast-paced environment.
Benefits
- Technical proficiency in using various tools on a software platform.
- Tangible experience in a fast-paced client facing environment.
- Exposure to cutting edge client experience concepts and methodologies.
- Mentorship and guidance from experienced client experience practitioners.
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