Customer Onboarding Specialist
1 week ago
A leading insurance organization is seeking a proactive and client-centric professional to contribute to the launch and success of a new platform initiative. In this highly visible role, you will support end-to-end onboarding operations, build trusted relationships with stakeholders, and ensure a seamless transition for clients through training, feedback gathering, and continuous improvement.
What is in it for you:
• Salaried: $45-55 per hour.
• Incorporated Business Rate: $55-65 per hour.
• 7-month contract with the potential for permanent employment.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 9 am to 5 pm.
• Hybrid work: 3 office days, from Tuesday to Thursday.
Responsibilities:
• Oversee onboarding operations for new clients, ensuring all steps are completed efficiently.
• Conduct product training sessions and demonstrations to ensure customer readiness.
• Collaborate with sales, customer service, and product teams to ensure smooth onboarding and issue resolution.
• Monitor onboarding metrics, including time-to-value and adoption rates.
• Collect and analyze customer feedback to inform process improvements.
• Customize onboarding strategies to meet the specific needs of each client.
• Conduct regular follow-ups with customers to ensure continued satisfaction and support.
What you will need to succeed:
• Bachelor's degree in business, communications, project management, or a related field.
• 2–4 years of experience in customer success, help desk, or project management.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Experience with web-based applications.
• Strong communication and interpersonal skills.
• Proven ability to collaborate across cross-functional teams.
• Analytical mindset with the ability to track and interpret key metrics.
• Proactive problem-solving approach.
• Ability to manage multiple priorities effectively.
• Adaptability to meet diverse customer needs.
• Project management experience or certification is a strong asset
Why Recruit Action?
Recruit Action (agency permit: AP provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.
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