Client Onboarding Specialist / Customer Success Manager

This is a remote position.

We have an exciting new work from home role for a UK based company!

Client Onboarding Specialist / Customer Success Manager

Key Responsibilities:

Client Onboarding: Facilitate the onboarding process for new clients, ensuring a smooth transition onto the platform. This includes understanding their needs, guiding them through the setup process, and providing training on system functionalities.

System Configuration: Assist clients in setting up their system according to their specific requirements. This involves configuring fields, workflows, automations, and integrations to align with their business processes.

Training and Support: Conduct training sessions to educate clients on how to effectively use the platform. Provide ongoing support to address any questions or issues they may encounter during the onboarding process and beyond.

Relationship Management: Build and maintain strong relationships with clients, acting as the primary point of contact during the onboarding phase. Proactively engage with clients to understand their needs, gather feedback, and ensure their satisfaction with the platform.

Documentation and Reporting: Maintain accurate records of client interactions, including onboarding progress, issues, and resolutions. Generate reports to monitor onboarding metrics and identify areas for improvement.

Upselling Opportunities: Proactively identify opportunities to upsell additional features, services, or upgrades to clients during the onboarding process. Recognize and communicate the value proposition of these offerings to maximize client satisfaction and revenue generation.

Requirements Requirements:

SA Citizen

Work from home set up (own laptopn, stable internet, UPS or Inverter or Generator)

Clear references & Criminal record

Key Skills:

CRM Expertise: Possess a strong understanding of CRM platforms and their functionalities. Familiarity with popular CRM systems such as Salesforce, HubSpot, or Zoho CRM is highly desirable.

Technical Proficiency: Demonstrate proficiency in using CRM software and related tools. Ability to configure the system, create workflows, and troubleshoot technical issues is essential.

Communication Skills: Exhibit excellent verbal and written communication skills to effectively interact with clients and convey technical information in a clear and concise manner. Active listening is also crucial to understanding client requirements.

Problem-Solving: Display strong problem-solving skills to identify and resolve client issues during the onboarding process. The ability to think critically, analyze situations, and provide creative solutions is important.

Training and Presentation Skills: Possess the ability to deliver engaging training sessions and presentations to clients. Confidence in conducting demonstrations and explaining complex concepts in a simplified manner is vital.

Organization and Time Management: Be highly organized and capable of managing multiple client onboarding projects simultaneously. Prioritize tasks, meet deadlines, and maintain detailed documentation throughout the onboarding process.

Customer Focus: Demonstrate a customer-centric approach, striving to understand clients' needs and deliver exceptional service. Patience, empathy, and a proactive attitude towards problem-solving are key attributes.