Client Onboarding Specialist
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Job Description
Client Onboarding Specialist guiding veterinary clients through GeniusVets platform and website implementation. Managing onboarding projects, training, marketing systems, and client success.
Responsibilities:
- Facilitate onboarding of new clients, including training, content implementation, and full program and product adoption
- Serve as the client's primary point of contact throughout onboarding
- Liaise between clients and multiple departments to move projects forward
- Manage website development processes, launch priorities, and timelines
- Manage implementation of client marketing systems, including dashboard setup and connecting social media and analytics accounts
- Train clients on how to use company systems
- Develop and maintain onboarding materials, including videos, documentation, and checklists
- Maintain accurate records of client interactions and onboarding activities
- Monitor and report onboarding progress against milestones and goals
- Escalate concerns to leadership as needed
- Identify opportunities to improve and optimize the onboarding experience
- Address client inquiries, troubleshoot issues, and resolve matters within SLA timeframes
- Perform basic content updates and simple HTML changes
- Identify opportunities for clients to benefit from additional GeniusVets products or services
Requirements:
- 1-2 years' experience in client onboarding, client support, account management, or related role
- Exceptional communication, empathy, and rapport-building
- Effective client management and meeting facilitation
- Technical aptitude to learn new systems and train others
- Strong problem-solving and analytical skills
- Familiarity with project management tools and software
- Strong organizational skills; reliable and self-motivated
- Prolonged periods of sedentary movement
- Must be able to lift at least 20 pounds
- Certain management positions might be required to occasional travel
Benefits:
- Fully remote work
- May be requested to work overtime and weekends if deemed necessary
- Remote, high-impact work environment
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