Executive Client Onboarding Associate

3 days ago

Ahmedabad, Gujarat, India beBeeClientSuccess Full time US$ 40,000 - US$ 60,000
Client Onboarding Specialist Job Description

We are seeking a highly organized and detail-oriented individual to join our team as a Client Onboarding Specialist. In this role, you will be responsible for efficiently onboarding clients onto the SmartSense platform.

Key Responsibilities:

  • Onboard new clients and guide them through product setup, training, and initial usage to ensure successful implementation.
  • Conduct regular check-ins and business reviews with customers to assess progress, gather feedback, and discuss future goals.
  • Identify upselling and cross-selling opportunities to expand customer use of the company's products and services.
  • Oversee the customer lifecycle management and identify areas for optimization.
  • Conduct customer onboarding sessions to ensure successful product adoption.
  • Create and deliver customized reports, presentations, and performance insights to demonstrate the impact of our solutions.
  • Lead customer training sessions, workshops, and demonstrations to enhance product knowledge and usage.
  • Assist in the development of customer success playbooks and resources.
  • Serve as the liaison between customers and internal teams, such as product development, sales, and support.
  • Manage customer escalations and ensure issues are resolved quickly and effectively.

Required Skills and Qualifications:

  • A minimum of a bachelor's degree in a relevant field is required for this role.
  • Interest and experience in client onboarding, reporting, and stakeholder management roles.
  • Proficiency in Microsoft Excel and other relevant software applications.
  • Experience with dashboard and data visualization tools.
  • Experience in creating intuitive and visually appealing dashboards is essential.
  • Strong analytical skills and attention to detail.
  • Excellent interpersonal and communication skills.
  • Knowledge of BI tools such as Power BI and Tableau is a plus.
  • Basic understanding of energy management and sustainability principles.

Benefits:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

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