Client Onboarding Specialist

• Onboarding inbound sales inquiries (email phone chat) to ensure they are utilizing the platform to it s full potential
  
• Guiding new customers through onboarding setup and implementation you are the primary point of contact
  
• Collaborate closely with marketing sales and customer success
  
• Maintain accurate documentation of client interactions onboarding progress feedback etc.
  
• Proactively upselling customers to ensure they are activating the products during the onboarding phase
  
• Stay current with industry trends and competitor offerings to provide better service Act as a product expert so you can communicate features and benefits to customers
  

Requirements

• Bachelors degree in Business Administration Finance or a related field (preferred).
  
• Proven experience in client onboarding customer success or a similar role within a startup space (bonus points if it s in FinTech)
  
• Exceptional interpersonal and communication skills with a customerfirst mindset and the ability to build rapport with diverse client profiles
  
• Detailoriented and organized with a demonstrated ability to manage multiple priorities in a fastpaced environment
  
• Proficiency in CRM software and other relevant tools
  
• An eagerness to learn develop and actively contribute in a collaborative team setting
  

Benefits

• A comprehensive compensation package with performance incentives
  
• An opportunity to join an innovative team within a rapidly expanding FinTech startup
  
• Support & training to help you reach your goals
  
• Playing a crucial role in helping businesses and streamline their financial operations
  
• 3 weeks vacation
  
• Health benefits Equity everyone is an owner here because what you re building matters!