Client Onboarding Specialist - Horsham, United States - Language Services Associates, Inc.
Description
The Onboarding Specialist reports to the Senior Customer Onboarding Team Lead and is responsible for the successful implementation of client pilots and onboarding.
Responsibilities:
- Assist with user training including remote and onsite client implementations; Deliver client information, hardware and user tools as needed.
- Utilizes Dynamics CRM to document all client interactions and activities as part of a pilot and/or onboarding.
- Maintain thorough and accurate communication between the client, sales team, manager and other stakeholders throughout the process.
- Facilitate the transition of new clients, post onboarding/implementation to the client experience team; Regular meeting with new clients and other departments as needed to ensure successful onboarding.
- Assist with the pilot program process when needed.
- Prepare and process shipment for hardware requests as needed; Provide reports as required on equipment maintenance and deployment.
- Prepare materials including the drafting of training and communication documentation, reference materials, welcome letters and making test calls as needed.
- Maintain company knowledge of all departments and processes to effectively communicate to internal and external stakeholders.
- Performs other duties as assigned.
Requirements:
- Excellent communication and presentation skills; Strong attention to detail.
- Good judgment, extreme discretion and flexibility in work hours.
- Working knowledge of Microsoft Word, Excel, and PowerPoint.
- Ability to establish and maintain effective customer relationships.
- Ability to multitask and work in time constrained environment.
- Ability to travel as needed, up to 50%.
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Stefan Suchanec at
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