Client Experience Onboarding Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $75k - $90k / year

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Net at Work

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏭 Manufacturing

📦 Logistics

Consulting • Manufacturing • Logistics

Net at Work is a technology solutions provider that helps small and medium-sized businesses enhance their operations through transformative use of technology. They offer a wide range of services including ERP implementation, CRM solutions, IT managed services, cloud hosting, and strategic advisory services. Net at Work focuses on unlocking the power of next-generation technology to improve business efficiency, employee experience, and customer engagement. By aligning technology with business needs, they assist companies in various industries including Chemicals, Construction, Healthcare, and more, to optimize their performance and unleash their potential.

📋 Description

• Serve as the primary point of contact for newly acquired clients during onboarding • Deliver a welcoming, high-touch experience and set clear transition expectations • Lead and facilitate onboarding and introduction meetings with clients and internal stakeholders • Coordinate and schedule onboarding and introductory meetings within defined timelines • Ensure seamless transition to the assigned Client Experience Manager (CEM) • Connect clients with appropriate internal experts, including Practice Directors, Consulting Managers, CEMs, Sales, and support teams • Build relationships with executive and operational stakeholders • Proactively address questions and concerns • Monitor client sentiment and de-escalate issues when needed • Ensure concerns are resolved or escalated before CEM handoff • Gather and validate credentials, system access, and other transition-related information • Track onboarding progress against milestones including first touch, meetings, credential completion, CSAT, and transition readiness • Maintain accurate reporting

🎯 Requirements

• 1–3 years of experience in a customer-facing role such as Customer Success, Client Experience, Account Management, Project Coordination, hospitality, or a similar service-oriented environment • Experience in onboarding, implementation, client transitions, or M&A integration preferred • Demonstrated experience facilitating client or stakeholder meetings • Strong interpersonal skills and comfort working across multiple business units • Familiarity with CRM systems; Microsoft Dynamics experience preferred • Ability to manage multiple client onboarding journeys simultaneously with strong attention to detail • Customer approval may be required for access to customer information, systems, and/or premises

🏖️ Benefits

• Bonus eligibility in accordance with the Company's plan • Medical, Dental, and Vision • Accident, Critical Illness, and Hospital Indemnity • Employee Assistance Program (EAP) • Life and AD&D Insurance • Short- and Long-Term Disability Insurance • Flexible Spending Accounts • Transportation and Parking Accounts • Health Savings Accounts with company contribution • Retirement Planning (401k with matching contribution) • Legal Benefits • Identity Theft Protection • Pet Insurance • Wellness Program Offerings • Paid Time Off, starting at 15 days annually and accrued per pay period based on years of service • 8 Paid Holidays per year, including 1 floating holiday • Inclusive workplace and diversity and inclusion culture