Onboarding Specialist responsible for the successful onboarding of high - value Providers and Service Companies at Field Nation. Act as a trusted advisor and platform expert to facilitate user engagement on the marketplace.
About the role
- Coordenador(a) de onboarding liderando a equipe responsável por uma experiência personalizada para novos clientes na Gedanken. Colaborando com diversas áreas para garantir a satisfação do cliente e o sucesso da implementação.
Responsibilities
- Coordinate and develop the team responsible for onboarding new clients;
- Ensure efficient processes with a focus on time-to-activation, customer satisfaction and preparing clients for continued success;
- Monitor KPIs such as onboarding time, CSAT, NPS, adoption rate and early churn;
- Create, review and optimize workflows, playbooks and onboarding materials;
- Collaborate with Sales, Product, Solutions, Implementation and Support to ensure smooth transitions aligned with client expectations;
- Hold alignment meetings with clients and handle conflict resolution when necessary;
- Act as the escalation point for critical situations during onboarding;
- Identify opportunities to improve the process and regularly share client feedback with Product and Operations;
- Conduct training, 1:1s, feedback sessions and performance evaluations for the team.
Requirements
- Previous experience in Customer Success, Implementation or Onboarding;
- Experience in team leadership or coordination;
- Experience with vendor/supplier onboarding and approval processes and/or tools;
- Ability to engage, develop and motivate cross-functional teams;
- Excellent verbal and written communication skills;
- Strong analytical skills to interpret data and make indicator-driven decisions;
- Proactive, organized and process- and results-oriented.
Benefits
- ✨ Cost allowance
- 🎂 Birthday Day Off
- 🌞 Short Friday or Long Friday
- 💰 Profit sharing (PLR) according to current policy
- 🌍 3-Year Passport: a flight to anywhere in the world after 3 years with the company — a reward for those who help build with us long-term.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Junior Support/Onboarding specialist guiding customers for a Fintech company. Handling inbound inquiries and aiding onboarding processes for a user - friendly experience.
Employer Implementation & Onboarding Manager at Clasp overseeing successful launches of education programs with employer partners. Focused on cross - functional collaboration and operational excellence.
Onboarding Coordinator ensuring pre - employment requirements are met for a community mental health provider. Collaborating with HR teams to deliver exceptional onboarding experiences while maintaining compliance.
Onboarding Specialist guiding new customers through a structured onboarding journey in an AI - powered planning platform. Ensuring customer engagement and participation for early adoption and success.
Onboarding Coordinator responsible for coordinating new client onboarding for Orion. Managing multiple stakeholders and ensuring smooth setup on Orion platform in a hybrid work environment.
Customer Onboarding Specialist overseeing customer onboarding across multiple ERP systems in the Americas, focusing on increasing company revenue through new business.
Complex Onboarding Manager at Equitable ensuring an exceptional onboarding experience for employees and advisors. Collaborating across teams to streamline onboarding processes and improve efficiency.
Agent & Agency Onboarding Specialist assisting independent Medicare insurance agents through the contracting and onboarding process. Coordinating with teams to ensure a smooth transition to selling insurance products.
Analista de Customer Onboarding Júnior supporting clients during solution implementation. Join Neogrid's mission to connect retail and industry with technological insights.