Client Onboarding Coordinator

2 weeks ago

Jaipur, Rajasthan, India Docyt Full time

We are seeking an experienced Client Onboarding Coordinator to join our team at Docyt. This is a full-time opportunity with a competitive compensation package, including a salary of $80,000 - $110,000 per year, depending on experience.

Job Description:

The primary responsibility of this role is to ensure seamless integration and successful onboarding of new customers onto our platform or service. You will serve as the primary point of contact for new customers, guiding them through the initial setup process, addressing their concerns, and providing support to ensure a smooth transition. Your role is pivotal in establishing positive relationships with customers, driving satisfaction, and setting the stage for long-term success.

Key Responsibilities:

  • Customer Engagement and Support: Act as the main point of contact for new customers, providing personalized support and guidance throughout the onboarding process. Communicate effectively with customers via email, phone calls, video conferences, and other channels to address inquiries, provide assistance, and offer solutions to potential challenges.
  • Onboarding Process Management: Develop and maintain a structured onboarding process to efficiently guide customers through the necessary steps for successful integration. Collaborate with cross-functional teams, including sales, product development, and customer success, to ensure a cohesive onboarding experience aligned with customer needs and company objectives.
  • Training and Education: Conduct training sessions and demonstrations to educate customers on the features, functionalities, and best practices of our platform or service. Provide ongoing support and resources to empower customers to maximize the value of our offering and achieve their goals.
  • Issue Resolution and Escalation: Identify and troubleshoot potential issues or roadblocks during the onboarding process, offering timely resolutions or escalating complex issues to appropriate internal teams.

Requirements:

  • Bachelor's degree in Business Administration, Finance & Accounting.
  • 2-4 years of experience in customer onboarding and management.
  • Proven experience in customer service, account management or customer success roles.
  • Good knowledge in accounting and finance is must.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with customers.
  • Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively.
  • Problem-solving skills and a proactive approach to addressing customer needs and challenges.

Benefits:

  • Inclusive and motivating work culture that values team collaboration.
  • Company provided laptop and necessary hardware to ensure you are set up for success.
  • Flexible working hours to accommodate customer needs and time zones.

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