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Client Onboarding Specialist

2 weeks ago

Geelong, Victoria, Australia beBeeCustomerService Full time $80,000 - $120,000
Job Title: Customer Service Onboarding Lead

As a Customer Service Onboarding Lead, you will play a pivotal role in driving customer success, planning and executing projects, fostering strong relationships, and delivering solutions that meet the unique needs of our clients.

The Role
  • Drive Customer Success: Collaborate with clients to guide them through onboarding and training, ensuring a seamless experience.
  • Plan and Execute Projects: Work closely with internal teams and clients to gather requirements, define project scopes, and oversee successful implementations.
  • Foster Strong Relationships: Serve as the primary contact for key clients, providing proactive support and personalized solutions.
  • Deliver Solutions: Collaborate with the operations team to address customer needs, resolve challenges, and optimize workflows.
  • Champion Excellence: Continuously learn about company offerings to provide expert guidance to our clients.
  • Assist with daily Customer Service duties, such as quoting, invoicing, and providing customers updates, data entry etc.
Key Responsibilities:

Customer Onboarding: Lead training sessions and ensure clients are confident in using our services. Requirements Gathering: Work with clients to understand their needs and tailor solutions. Project Coordination: Manage timelines, communicate updates, and collaborate across teams for smooth project delivery. Continuous Support: Respond to inquiries, troubleshoot issues, and ensure clients feel supported every step of the way.

About You:

A strong background in customer success, onboarding, or project planning is required. Proven ability to gather requirements, plan workflows, and manage client expectations. Exceptional communication and relationship-building skills. Tech-savvy, with proficiency in tools like Microsoft Office and CRM platforms. Detail-oriented, proactive, and capable of juggling multiple priorities in a fast-paced environment.