Client Onboarding Specialist - FOCAL
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Key skills for this role
About the Role
We are looking for a Client Onboarding Specialist to join our team and help deliver a seamless onboarding experience for FOCAL customers. In this role, you will be the primary p.
Key Skills for This Role
Responsibilities
- Own the end to end onboarding journey for FOCAL clients
- Act as the primary point of contact for clients throughout the onboarding process
- Deliver platform training sessions to client teams
- Coordinate with internal teams to ensure workstreams move forward on schedule
- Track and resolve technical inquiries, feature requests, and configuration issues
- Maintain accurate onboarding documentation and status tracking
- Manage multiple concurrent client onboardings, prioritizing effectively
- Hand off completed onboardings smoothly to Customer Success team
- Identify recurring onboarding blockers and propose improvements
Requirements
- Experience in client onboarding or customer success
- Ability to manage multiple concurrent projects
- Strong coordination and communication skills
Full Job Posting
Role Overview
- We are looking for a Client Onboarding Specialist to join our team and help deliver a seamless onboarding experience for FOCAL customers.
- You will be the primary point of contact for clients throughout their onboarding journey, ensuring successful platform implementation, user enablement, and go live readiness.
What you'll do
- Own the end to end onboarding journey for FOCAL clients.
- Act as the primary point of contact for clients throughout the entire onboarding process.
- Deliver platform training sessions to client teams.
- Coordinate with internal teams to ensure all workstreams move forward on schedule.
- Track and resolve technical inquiries, feature requests, and configuration issues.
- Maintain accurate onboarding documentation and status tracking across all active clients.
- Manage multiple concurrent client onboardings, prioritizing effectively.
- Hand off completed onboardings smoothly to the Customer Success team post go live.
- Identify recurring onboarding blockers or process gaps and propose improvements.
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