Onboarding Coordinator, SaaS
Job Description:
• Manage end-to-end onboarding for newly acquired clients, acting as their main point of contact throughout the process
• Use internal tools to design client’ websites, implementing draft revisions based on feedback
• Collaborate with the tech team to ensure successful migration of client inventory
• Organize and prepare client data for smooth contact imports
• Enable CRM integrations and ensure proper functionality for each client
• Assign UX reviews and ensure they are completed in a timely and effective manner
• Conduct live training sessions to help clients become familiar and confident with the platform
• Coordinate domain pointing and launch logistics for each client’s new website and CRM system
• Participate in weekly collaboration sessions with the Team Lead to provide progress updates on each project and brainstorm solutions
• Maintain a balance between ensuring client satisfaction and achieving internal deadlines and goals
• Stay accountable to individual and team objectives, key results, and performance metrics
Requirements:
• Highly detail-oriented, organized, and proactive
• Excellent communicator
• Ability to manage multiple client onboarding projects from start to finish
• Proficiency in website design and CRM setup
• Quick learning of systems and functionalities
Benefits:
• Remote setup provided for all team members, along with modern work equipment
• Casual, collaborative, fast-paced work environment and a fun team (we’re cool)
• In-person team events and really fun in-person holiday parties!
Apply Now
Apply Now
• Manage end-to-end onboarding for newly acquired clients, acting as their main point of contact throughout the process
• Use internal tools to design client’ websites, implementing draft revisions based on feedback
• Collaborate with the tech team to ensure successful migration of client inventory
• Organize and prepare client data for smooth contact imports
• Enable CRM integrations and ensure proper functionality for each client
• Assign UX reviews and ensure they are completed in a timely and effective manner
• Conduct live training sessions to help clients become familiar and confident with the platform
• Coordinate domain pointing and launch logistics for each client’s new website and CRM system
• Participate in weekly collaboration sessions with the Team Lead to provide progress updates on each project and brainstorm solutions
• Maintain a balance between ensuring client satisfaction and achieving internal deadlines and goals
• Stay accountable to individual and team objectives, key results, and performance metrics
Requirements:
• Highly detail-oriented, organized, and proactive
• Excellent communicator
• Ability to manage multiple client onboarding projects from start to finish
• Proficiency in website design and CRM setup
• Quick learning of systems and functionalities
Benefits:
• Remote setup provided for all team members, along with modern work equipment
• Casual, collaborative, fast-paced work environment and a fun team (we’re cool)
• In-person team events and really fun in-person holiday parties!
Apply Now
Apply Now