Client Onboarding Specialist
5 days ago
We are seeking a highly skilled Client Onboarding Specialist to oversee the implementation, data migration, and onboarding of our CARET Legal clients. The successful candidate will have excellent communication skills, build strong rapport with clients, and balance their needs with internal resources.
Responsibilities- Manage client onboarding experience from enrollment through product adoption
- Work with clients to confirm data migration requirements, define gaps, determine project specifications for engineering, identify solutions, and implement recommendations
- Measure project performance and maintain clear notes using appropriate tools and techniques
- Establish and maintain excellent client rapport via phone, online screen shares, and email
- Serve as liaison and escalation point on data migration, training, and product between company and client; engage internal skills/resources to remove blockers and complete client projects
- Bachelor's degree or relevant experience
- Onboarding, implementation, project management, or client-facing experience troubleshooting product issues and business requirements
- Experience in managing a portfolio of clients/projects
- Experience with CRM systems such as SalesForce
- Experience with Microsoft Office products and project management tools, with a focus on Excel, ShareFile, Confluence, GuideCX
- Client-facing experience in an enterprise software or cloud business
- Excellent written, verbal, and presentation skills, with the ability to simplify technical information
- Tech-savvy with a strong aptitude for continuous learning
- Team-oriented with a customer-first focus
- Past remote work experience
- Legal or Accounting experience and PMP Certification is a plus
The estimated salary for this role is $105,000 CAD per year, based on national averages and industry standards. In addition to competitive compensation, we offer a comprehensive benefits package, including flexible PTO, certification reimbursement, summer Fridays, no meeting Fridays, extended medical and dental coverage, paid sick days, vision insurance, life insurance, and disability leave coverage.
Caret is an equal opportunity employer and welcomes applications from diverse candidates.
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