Job description
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:
- 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.
- Onboarding Process Management: Coordinate the onboarding experience by setting up accounts, customizing solutions, and scheduling onboarding sessions.
- 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.
- Customer Training and Support: Educate clients on how to maximize the platform’s features, providing them with tutorials, documentation, and personal guidance.
- Data and Documentation: Accurately collect and document customer information, preferences, and goals within the CRM system.
- Issue Resolution: Address and resolve any client concerns during onboarding, escalating to the appropriate teams if needed.
- Cross-Team Collaboration: Partner with sales, product, tech and customer support teams to align on client needs and deliver seamless experience.
- Continuous Improvement: Collect feedback on the onboarding process to identify opportunities for improvement and enhance customer satisfaction.
- Compliance and Standards: Ensure all onboarding activities align with company policies and industry standards.
Skills
Qualifications :
• Education: High school diploma or equivalent required; an associate degree in business, communications, or a related field is a plus.
• Experience: 4+ years in customer service, onboarding, or a similar client-facing role, ideally within the SaaS or early learning sector.
Skills:
• C1/ C2 English communication (verbal and written) is a must.
• Proficiency in CRM tools and other digital platforms.
• Experience managing data migration and importing customer information into software platforms.
• Exceptional organizational and multitasking skills.
• Problem-solving mindset with keen attention to detail
