Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
About the role
- Client Onboarding Specialist handling onboarding lifecycle for new clients at Broadridge. Facilitating product tours, demos, and ensuring client success through proactive support and education.
Responsibilities
- Lead new clients through end-to-end onboarding, including product tours, demos, and setup.
- Ensure clients achieve their desired outcomes quickly and effectively.
- Act as the primary point of contact for onboarding clients, removing implementation roadblocks.
- Address product-related questions and empower clients with knowledge to succeed.
- Serve as a subject matter expert (SME) to help clients understand functionality and business value.
- Partner with Sales, Client Relations, and Product teams to align onboarding efforts.
- Represent CR during solutioning and support planning phases to manage expectations.
- Collect and relay client feedback to influence process improvements and product development.
- Develop strong client connections to drive adoption, satisfaction, and retention.
- Conduct onboarding sessions, client training, and demos.
- Create helpful resources, best practices, and documentation for ongoing success.
- Set up accounts in Service Now.
- Clearly explain the support model clients will experience post go-live.
- Ensure no manual processes are handed over to CR after onboarding.
Requirements
- Exceptional Communication: Strong verbal and written skills to make complex topics clear and engaging.
- Customer-First Mindset: Ability to anticipate and respond to client needs with empathy and precision.
- Technical Proficiency: Comfortable with SaaS platforms, software tools, and technical terminology.
- Problem-Solving Aptitude: Analytical thinker who can resolve challenges creatively.
- Cross-Functional Collaboration: Experience working effectively with diverse teams.
- Adaptability & Agility: Thrive in dynamic, fast-paced environments while managing shifting priorities.
Benefits
- Bonus Eligible
- Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role.
- All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Location requirements
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