Client Onboarding Manager

VRIFY is positioned at the forefront of the mining industry's transformation, leveraging cutting-edge AI to revolutionize mineral exploration. With a focus on AI exploration targeting, VRIFY is expanding its capabilities by synthesizing vast amounts of geological information. This integration enhances the precision and efficiency of exploration strategies, offering our clients innovative solutions that depart from traditional methods.

Our mission extends beyond technological advancement. We are committed to transforming how mining companies engage with investors, aiming to foster a more transparent and accountable mining investment ecosystem. VRIFY's technology enables immersive 3D and 360° presentations that provide investors with a vivid and detailed visual context, making complex geological data accessible and engaging.

As we continue to refine our AI-driven solutions, VRIFY remains dedicated to driving innovation and excellence in the mining sector, ensuring our clients and investors are well-equipped to succeed in a rapidly evolving market.

About the Role: 

The primary objective of the Client Onboarding Manager role is to expertly navigate new clients through a detailed 4 to 5-week onboarding journey, acting as their primary point of contact. This role demands meticulous management of the onboarding timeline, ensuring each phase unfolds seamlessly and efficiently. Through clear, consistent communication and robust support, the Client Onboarding Manager fosters positive client relationships, setting the foundation for long-term engagement and success. By coordinating closely with internal teams and managing essential tools and resources, this role ensures clients are fully equipped and informed, facilitating a smooth transition to ongoing support with the Customer Success Manager, ultimately enhancing client satisfaction and retention.

Skill Requirements:

• Advanced CRM Workflows: Creation and management of advanced CRM workflows to automate and personalize the onboarding process.
• Strategic Data Analysis: Leveraging data analytics to improve onboarding strategies and client outcomes.
• Project Management: Coordination and management of onboarding projects, ensuring milestones and objectives are met.
• Client Education Strategies: Development and implementation of educational materials and resources for clients.
• Feedback Analysis: Systematic collection and analysis of client feedback to enhance the onboarding process.
• Strategic Communication: Mastery in conveying complex information and strategic objectives to clients and stakeholders.
• Problem-Solving: Advanced ability to identify solutions to complex issues encountered during client onboarding.
• Client Advocacy: Championing client needs internally to ensure that their expectations are met and exceeded.
• Cultural Sensitivity: Awareness and adaptation to diverse client backgrounds and business practices.
• Leadership: Guiding and motivating team members, fostering a collaborative and client-focused onboarding environment.

Primary Responsibilities and Duties: 

• Client Onboarding: Managing the onboarding project timeline meticulously, ensuring that each phase of the process is executed smoothly and efficiently.
• Client Communication: Serve as the main point of contact for clients during the onboarding process, providing high-quality support and fostering a positive relationship.Acting as the liaison between clients and our internal teams, you will facilitate the flow of information, ensuring that any gaps are swiftly identified and addressed.
• Communication Channels: Set up a new Slack channel for each new client to facilitate real-time communication and collaboration throughout the onboarding process with the Implementation team. 
• Meeting Coordination: Organize all necessary meetings throughout the onboarding process, including the initial Client Kickoff call, Production call, Draft Review sessions, and Scene Creation training. 
• Managing Meetings: Lead the kickoff call with the client, alongside a Strategic Advisor and Katherine from the implementation team. You'll guide the discussion on the project's timeline and objectives, making sure everyone understands the goals and outcomes we're aiming for. 
• Post-Draft Review Training: Host an in-depth training session on creating scenes, delving into every feature of the Editor and how to utilize them effectively.
• Project Status Reports: Compile and send out comprehensive weekly project status reports to clients, keeping them informed of the build progress, milestones achieved, and any issues that need attention.
• Data Management: Collaborate with Implementation Specialists. Ensure all necessary data from clients is collected in a timely manner. Proactively reach out to gather any missing information critical to the project's success.
• Project Tracking: Closely monitor the project build timeline, ensuring that all tasks are completed as scheduled and identifying any potential delays or obstacles early on.
• Feedback Loop: Collect and analyze client feedback to continuously improve the onboarding process and overall customer experience.
• Interdepartmental Coordination: Work with the sales team to make sure the Handoff notes are thorough and detailed prior to the client kickoff. Ensure that this crucial information is communicated to both the Strategic Advisor and the Implementation Specialist, keeping the entire team on the same page.
• Client Transition: Ensure a smooth handover of clients who have completed the onboarding process to the Customer Success Manager. This involves a comprehensive briefing to the Customer Success Manager on the client's project details, preferences, and any specific requirements noted during onboarding. Facilitate an introductory meeting between the client and their new Customer Success Manager to establish rapport and set both parties up for continued success and collaboration.

Required Qualifications: 

Bachelor's degree in Business Administration or related fields.

Advanced certifications in project management (e.g., PMP), customer success, or specialized certifications relevant to the industry or CRM/onboarding tools.