Customer Onboarding Specialist

You will be guiding new clients through their onboarding journey, ensuring a seamless introduction to our collaborative platform. This role is key to driving customer success and long-term satisfaction.

Key Responsibilities:

1. Client Relationship Building: Serve as the primary point of contact for new clients, fostering trust and ensuring a smooth transition from sales to our platform.
2. Onboarding Process Management: Coordinate the onboarding experience by setting up accounts, customizing solutions, and scheduling onboarding sessions.
3. Data Migration: Manage the migration of customer data from their existing platforms into Bounce, including importing, organizing, and verifying data accuracy to ensure a seamless transition.
4. Customer Training and Support: Educate clients on how to maximize the platform’s features, providing them with tutorials, documentation, and personal guidance.
5. Data and Documentation: Accurately collect and document customer information, preferences, and goals within the CRM system.
6. Issue Resolution: Address and resolve any client concerns during onboarding, escalating to the appropriate teams if needed.
7. Cross-Team Collaboration: Partner with sales, product, tech and customer support teams to align on client needs and deliver seamless experience.
8. Continuous Improvement: Collect feedback on the onboarding process to identify opportunities for improvement and enhance customer satisfaction.
9. Compliance and Standards: Ensure all onboarding activities align with company policies and industry standards.