Client Onboarding Specialist - job 1 of 2

Job Summary

A company is looking for a Client Onboarding Advisor.

Key Responsibilities

• Act as the primary point of contact for a portfolio of clients, building trusted relationships
• Coordinate service delivery across various teams to ensure timely and seamless service
• Monitor client progress and milestones, addressing any issues proactively

Required Qualifications

• Proven success in a client-facing or account management role
• Experience coordinating services across multiple departments or specialties
• Understanding of SaaS products, accounting, tax, payroll, or related services is a plus
• Salesforce or equivalent CRM experience preferred
• Bachelor's degree is a plus