Customer Onboarding Manager

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🔥 6 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $25 - $30 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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LawPay

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2005

💸 Finance

📋 Compliance

🤝 B2B

Finance • Compliance • B2B

LawPay is a leading payment management software designed specifically for the legal industry. Trusted by law firms across the United States and Canada, LawPay provides solutions such as credit and debit card payments, eCheck payments, legal fee financing, and invoicing. Its platform complies with ABA and IOLTA guidelines, ensuring secure and efficient payment processing tailored for legal professionals. LawPay integrates with numerous legal software solutions and is recommended by all 50 state bars, 60+ local and specialty bars, and the ABA. The company also offers resources such as CLE webinars and legal industry insights.

📋 Description

• Master the product through a formal onboarding program and continued learning. • Prepare and lead customer onboarding experience assessing customer needs, and customizing onboarding experience to maximize utilization and delight. • Complete assigned tasks in an organized manner to ensure project deadlines. • Proactive outreach to ensure customer success during their first 90 days post-live. • Provide timely response to customer inquiries via phone and email. • Enhance customer satisfaction by providing distinctive service in all interactions. • Establish a trusted advisor relationship to ensure customer satisfaction. • Utilize Zoom to provide efficient face-to-face customer service. • Utilize SalesForce to manage customer interaction and inquiries. • Partner with Sales, Product and Services teams to define ongoing best practices for onboarding tasks. • Ensure all check-ins and go-live targets are executed on time. • All notes & fields are filled in throughout Onboarding for each firm. • Serve as a DocketWise brand ambassador to create promoters within industry. • Represent Onboarding department at offsite meetups and customer conferences with customers and prospects.

🎯 Requirements

• BA/BS/BE degree required • Exceptional customer relationship building skills • Excellent written and oral communication skills in English • Strong analytical capabilities for advanced problem-solving • Demonstrable leadership skills • Ability to influence decision-making and change • Highly organized and strong ability to multitask • Have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills • Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.

🏖️ Benefits

• Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees. • Financial perks: We offer a competitive compensation and benefits package including annual bonuses, unit options and 401(k) with a company match for all team members. • Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents. • Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching. • Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development. • Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually). • Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.