Client Success Onboarding Specialist
Company: VirtualVocations
Location: Salem
Posted on: November 15, 2024
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Job Description:
A company is looking for a Client Success Onboarding Specialist
to manage the onboarding process for new clients.
Key Responsibilities
Complete onboarding calls and activities for clients with advisory
services
Monitor client activity and satisfaction while providing solutions
to enhance their experience
Track onboarding progress and report findings using Salesforce
Required Qualifications
Proven success in onboarding new clients and managing client
relationships
Understanding of SaaS products and client-facing service
deliverables
Experience in SMB accounting, payroll, and bookkeeping services is
a plus
Bachelor's degree or equivalent experience preferred
Experience with Salesforce CRM is a plus
Keywords: VirtualVocations, Aloha , Client Success Onboarding Specialist, Other , Salem, Oregon
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