Client onboarding spe CialistBooth & Partners

Job Description This is a remote position. About Us: Booth & Partners is a boutique outsourcing company headquartered in Manila, Philippines. We provide tailored outsourcing services to help small- to medium-d growing businesses improve focus, Job Description This is a remote position. About Us: Booth & Partners is a boutique outsourcing company headquartered in Manila, Philippines. We provide tailored outsourcing services to help small- to medium-d growing businesses improve focus, realize better asset utilization and generate ever-greater corporate value. Since our inception, we've partnered with clients from all over the world. Client locations such as the United States, Canada, Australia, United Kingdom, and Singapore. These global partnerships have helped us to redefine what a great customer experience truly means. Job Summary: Booth and Partners helps businesses find more flexibility and achieve a better way of working. We help various clients, based globally, in building an extension of their team by finding and providing the right talents. We are hiring a Client Onboarding Specialist to help set up these high-value customers for immediate success through a clearly defined implementation process. As a Customer Onboarding Specialist, you will educate new customers, help solve technical problems, and ensure the smooth adoption of our services. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process. Ultimately, a top-notch Client Onboarding Specialist should be a great communicator with a flair for interacting with new people. Responsibilities: Own and manage client relationships from the point of sale through successful implementation. Meet with clients to take detailed briefs and clarify specific requirements, help fully define their needs, and manage their timeline toward seeing value and reducing roadblocks Work with sales and support teams to ensure that each piece of the journey meets customer expectations. Respond to client emails, chats, and calls regarding implementation and ensure to respond to time-sensitive queries. Be an expert and facilitate confident CLICK calls and presentation sessions to educate and enable new clients, effectively communicating value and instilling confidence and belief in the product and services Conduct video and phone calls to ensure that clients are supported during the onboarding process. Quickly pick up and disseminate any updates, both to the client and to the internal teams as needed. Manage changes to the client's scope, schedule, and relay potential changes as needed Create repeatable processes, resources, and frameworks to use when onboarding clients. Successfully transfer your customer relationships to a Client Services Manager/Operations Manager after onboarding. Create and maintain comprehensive deal documentation Report and escalate to management as needed Facilitate change requests to ensure that all parties are informed of the impacts on schedule and budget Manage customer expectations aligned with the business processes and protocols Manage customer satisfaction within the deal transition period Identify and develop new opportunities with our new clients Conduct post-project evaluation and identify successful and unsuccessful project and implementation elements. Always be on the lookout for new ideas and enhancement to the process. Secondary Tasks/Ad-hoc: Help with ad-hoc research and team tasks Communicate important feedback from clients and support teams Requirements BS Degree in Communications, Marketing, Business Management, Business Administration, or any related course 2 years of related work experience as a Client Onboarding Specialist, Onboarding Specialist, and/or Customer Success Specialist Excellent verbal and written communication, comprehension, strategic planning, and project management skills Strong presentation, organization, time management and decision-making skills Analytical and process-oriented with strong attention to detail Computer and internet savvy with advanced knowledge of Microsoft and Google Enterprise tools (ie Word, Excel, Google Sheets, Google Dogs, Google Slides ) Hands-on and demonstrated experience in using Zoho, Salesforce, any CRM, ERP and Project Management tools Comfortable working across multiple departments in a deadline-driven environment Owner mindset, with an ability to be hands-on in all aspects of the role Capacity to understand a client's business wants and needs Demonstrated commitment and passion for customer success Active team player and self-starter who can quickly adjust priorities Pleasant and straightforward phone and video manner Desire to learn more and refine technical skills Highly self-motivated and driven Must be willing to work Mondays to Fridays with flexible hours. Advantageous/Preferably: o Experience project managing in a professional context o Exceptional skills in customer service and upselling o Knowledge of sales promotion techniques Benefits WHAT WE OFFER Above-Industry Standard Compensation Package Premium Healthcare Coverage and Life Insurance Fun Monthly Employee Engagement Activities Opportunities for Learning, Personality Development, and Career Advancement
Monster

Philippines
Permanent
Full-time