VeriFast is a rapidly growing tech startup that has grown from 20 to 50 people over the past year. With that growth, there is great room for career advancement and learning. We're also doing work that truly matters, helping people get approved for apartments, cars, and mortgages, while protecting communities from criminals and bad actors.
As a Client Onboarder at VeriFast, you will be responsible for guiding new clients through the onboarding process, ensuring a smooth and positive experience as they start using our software solutions. Your role will involve collaboration with various teams, understanding client needs, and providing tailored training and support to help clients successfully integrate our products into their operations.
Key Responsibilities:
- Client Engagement:
- Serve as the primary point of contact for new clients during the onboarding process.
- Develop a deep understanding of each client’s business goals, challenges, and specific needs.
- Onboarding Process Management:
- Create and execute personalized onboarding plans for each client, including timelines, milestones, and deliverables.
- Coordinate with internal teams (e.g., sales, product, customer success) to ensure all necessary resources and support are available for the client.
- Training and Support:
- Conduct training sessions (one-on-one) to educate clients on the features and functionalities of our software.
- Provide ongoing support and troubleshooting assistance during the initial implementation phase.
- Documentation and Resource Development:
- Create and maintain onboarding documentation, guides, and training materials to enhance the client experience.
- Ensure all client-specific documentation is accurate and easily accessible.
- Client Feedback Collection:
- Gather client feedback throughout the onboarding process to identify areas for improvement and ensure satisfaction.
- Share insights and feedback with internal teams to enhance the onboarding experience and product offerings.
- Monitoring Progress:
- Track the progress of onboarding tasks and milestones, ensuring timely completion and addressing any roadblocks.
- Utilize project management tools to maintain transparency and communication with clients and internal stakeholders.
- Relationship Building:
- Establish strong relationships with clients to foster trust and long-term engagement.
- Actively listen to client concerns and needs, addressing them promptly to ensure a positive experience.
- Post-Onboarding Support:
- Transition clients to the customer success team after successful onboarding, ensuring they have the resources and support needed for continued success.
- Follow up with clients post-onboarding to assess satisfaction and encourage ongoing engagement with the product.
Qualifications:
- Experience:
- 2+ years of experience in client onboarding, customer success, or account management, preferably within a SaaS environment.
- Familiarity with software products and the onboarding process is highly desirable.
- Skills:
- Excellent communication and interpersonal skills, with a focus on customer service.
- Strong organizational and project management abilities.
- Proficient in CRM software and project management tools (e.g., Asana, Trello).
- Ability to work independently and collaboratively within a team.
Job Type: Full-time
Pay: $80,000.00-$95,000.00 per year
Benefits:
- Dental care
- Extended health care
- Paid time off
- Vision care
Schedule:
- 8 hour shift
- Weekends as needed
Experience:
- CRM software: 1 year (Required)
- Account management: 1 year (Required)
- Project management: 1 year (Required)
- Customer service: 1 year (Required)
Work Location: Remote
