Client Relationship Manager
9 hours ago
As a Client Onboarding Specialist, you will be responsible for planning and executing engaging events that update our clients and their employees about our offerings (insurance policy details, health benefits, etc.), drive brand awareness, and improve app installation. This is an exciting opportunity to join our team and make a real impact.
Job Description:We are seeking a highly organized and detail-oriented individual with excellent communication skills to join our team as a Client Onboarding Specialist. As a key member of our customer success team, you will play a vital role in ensuring the successful onboarding of new clients and driving business growth through effective event planning and execution.
Your primary responsibility will be to develop and manage a comprehensive onboarding events calendar that aligns with marketing and business objectives. You will also conduct engaging onboarding events both in person and online, creating awareness about our services and driving activation towards our products. Additionally, you will work closely with internal teams, vendors, and external partners to ensure smooth and successful onboarding event production, logistics, and execution.
You will maintain and update event data in our CRM system, ensuring accurate tracking and reporting of event-related leads and customer interactions. Furthermore, you will develop and deliver post-event reports, analyzing event performance and ROI, and providing insights to inform future event planning and marketing initiatives. Your analytical skills will help identify trends and opportunities for improvement in event strategy, content, and execution based on data analysis and feedback.
Key Responsibilities:- Event Planning Execution:
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