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Hybrid Client Onboarding Manager

at VRIFY
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Posted 3 weeks ago

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About the role

  • Managing the onboarding project timeline meticulously, ensuring that each phase of the process is executed smoothly and efficiently.
  • Serve as the main point of contact for clients during the onboarding process, providing high-quality support and fostering a positive relationship.
  • Acting as the liaison between clients and our internal teams, you will facilitate the flow of information, ensuring that any gaps are swiftly identified and addressed.
  • Organize all necessary meetings throughout the onboarding process, including the initial Client Kickoff call, Production call, Draft Review sessions, and Scene Creation training.
  • Lead the kickoff call with the client, alongside a Strategic Advisor, guiding the discussion on the project's timeline and objectives.
  • Host an in-depth training session on creating scenes, delving into every feature of the Editor and how to utilize them effectively.
  • Compile and send out comprehensive weekly project status reports to clients, keeping them informed of build progress, milestones achieved, and any issues that need attention.
  • Collaborate with Implementation Specialists to ensure all necessary data from clients is collected timely, proactively reaching out to gather any missing information critical to the project's success.
  • Closely monitor the project build timeline, ensuring that all tasks are completed as scheduled and identifying any potential delays early on.
  • Collect and analyze client feedback to continuously improve the onboarding process and overall customer experience.
  • Work with the sales team to ensure Handoff notes are thorough and detailed prior to the client kickoff.
  • Ensure a smooth handover of clients who have completed the onboarding process to the Customer Success Manager.

Requirements

  • Bachelor's degree in Business Administration or related fields.
  • Advanced certifications in project management (e.g., PMP), customer success, or specialized certifications relevant to the industry or CRM/onboarding tools.
  • Minimum of 2 years of experience in a direct customer-facing implementation role with another SaaS company.

Benefits

  • Not specified

Job title

Client Onboarding Manager

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

PMP

Location requirements

HybridVancouverCanada

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