
Onboarding Specialist
14 hours ago
Onboarding Specialist
Job Description
Purpose of Job:
• Responsible to bridge the gap between sales and the technical implementation and service delivery.
• Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.
• Administer the onboarding process to include: o conduct internal transition meetings, gather client requirements, coordinate monitoring/alarm and reporting configuration, determine training & staffing needs, determine additional tools & software needs, load client data into field service management tool, schedule & conduct client transition meetings. Represent client onboarding to all clients and internal stakeholders.
• Ensure client onboarding services are delivered to clients in a consistent, high quality and professional manner consistent with company initiatives, client expectations as well as internal and external SLAs.
Key Responsibilities:
Responsible to bridge the gap between sales and the technical implementation and service delivery.
Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.
Administer the onboarding process to include:
conduct internal transition meetings, gather client requirements, coordinate monitoring/alarm and reporting configuration, determine training & staffing needs, determine additional tools & software needs, load client data into field service management tool, schedule & conduct client transition meetings. Represent client onboarding to all clients and internal stakeholders.
Ensure client onboarding services are delivered to clients in a consistent, high quality and professional manner consistent with company initiatives, client expectations as well as internal and external SLAs.
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