Client Onboarding Manager

4 weeks ago

Lehi, United States Avetta Full time

Avetta's SaaS platform connects the world's leading organizations with qualified suppliers, contractors, and vendors. We bring unmatched visibility to companies through cloud-based technology and human insights. As a result, we foster sustainable growth for businesses and their supply chains. Our SaaS subscription software is used by 85k+ active customers in over 100 countries.

SUMMARY

An ideal Client Onboarding Manager needs to be motivated, results-driven, and have the ability to work with client users to lead efficient and successful onboarding campaigns. The Client Onboarding Manager will work directly with client users, internal project managers, and the supplier sales reps. We are looking for self-starters who are resourceful and have demonstrated a high degree of discipline in their academic and professional pursuits.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

* Manage and oversee campaign launches using best practices to drive desired outcomes.
* Work with internal team to create smooth transition from CCM to CSM post launch, target new business during launch.
* Generate and manage all campaign reporting to meet client SLAs, and drive efficiency and quality for customers.
* Responsible for customer escalations and reporting updates.
* Work alongside CSM and AMs and nest on-site as needed.
* Set expectations with clients and encourage two-way communication to create a partnership while establishing Avetta as the expert in our field.
* Assist SER campaign team with campaign outreach if needed.
* Disseminate critical client specific information to internal teams.

PREFERRED QUALIFICATIONS:

* 3+ years of Project Management experience.
* 3+ years of experience with Sales management and B2B and B2C sales or have account executive experience.
* Candidate must display high energy, high passion level, determination, and perseverance.
* Candidate must display comfort level with working with and committing to aggressive goals.
* Professional phone presence and excellent communication skills are required, both written and verbal.
* Ability to work independently and as part of a team.
* Able to work in fast-paced, self-directed entrepreneurial environment.
* Excellent time management skills.
* Strong Decision-making, problem resolution, and creative thinking skills.
* Able to multi-task the activities with shifting priorities.
* 2+ years of CRM (Salesforce.com) experience required.
* Experience with Microsoft Office suite of products.

METRICS THAT MATTER:

* Supplier list management
* Yield % of managed campaigns
* Client Feedback management
* Reporting Accuracy
* Use of best practices
* Client Survey scores

PREFERRED EDUCATION, TRAINING AND EXPERIENCE (if applicable):

* A Bachelor's degree is preferred.
* 3+ years sales and management experience in a Software/Cloud Company.
* 3+ years of project Management experience.

  • Onboarding Manager

    2 days ago

    Lehi, United States Podium Full time

    At Podium, our mission is to help local businesses win. Our lead conversion platform, powered by AI and integrations, helps local businesses convert leads faster, communicate easier, and make more sales. Every day, thousands of local businesses utilize our review management, communication, marketing, and payments products. Our work and focus on helping...

  • Onboarding Manager

    1 day ago

    Lehi, United States Podium Full time

    At Podium, our mission is to help local businesses win. Our lead conversion platform, powered by AI and integrations, helps local businesses convert leads faster, communicate easier, and make more sales. Every day, thousands of local businesses utilize our review management, communication, marketing, and payments products. Our work and focus on helping...

  • Onboarding Customer Success Manager

    1 week ago

    Lehi, United States NetDocuments Full time

    Description NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse...

  • Manager of Customer Onboarding

    4 days ago

    Lehi, United States JobNimbus Full time

    Job DescriptionJob DescriptionWe are obsessed with the hero's journey at JobNimbus. Every person has a hero's journey. Hermione Granger, James T. Kirk, Frodo Baggins, Anna & Elsa, Nacho Libre, and even YOU!  This is our “call to adventure” to come check out JobNimbus.  What do you have to lose?  You might make a few new friends, learn about a...

  • Manager of Customer Onboarding

    1 day ago

    Lehi, United States JobNimbus Full time

    Job DescriptionJob DescriptionWe are obsessed with the hero's journey at JobNimbus. Every person has a hero's journey. Hermione Granger, James T. Kirk, Frodo Baggins, Anna & Elsa, Nacho Libre, and even YOU!  This is our “call to adventure” to come check out JobNimbus.  What do you have to lose?  You might make a few new friends, learn about a...

  • EVO Onboarding

    5 days ago

    Lehi, United States Safe Streets USA Full time

    About the Organization SafeStreets is ADT's Top Authorized Provider in the US. Throughout our longstanding partnership with ADT, the largest security provider in the industry, SafeStreets has installed over a million security systems nationwide. And we're not done yet! Our longevity and success are attributed to attracting and hiring quality talent and...

  • Onboarding and Licensing Coordinator

    6 days ago

    Lehi, United States VITL Power Full time

    Job DescriptionJob DescriptionThis role will include email/Teams correspondence and task management. The individual in this role will need to be good with multitasking, time management, and be a team player. Would like candidate to be proficient with Microsoft, Microsoft teams, and keynote. DAILY/WEEKLY TASKS:·         Manage onboarding inbox:...

  • Onboarding and Licensing Coordinator

    4 days ago

    Lehi, United States VITL Power Full time

    Job DescriptionJob DescriptionThis role will include email/Teams correspondence and task management. The individual in this role will need to be good with multitasking, time management, and be a team player. Would like candidate to be proficient with Microsoft, Microsoft teams, and keynote. DAILY/WEEKLY TASKS:·         Manage onboarding inbox:...

  • Onboarding and Licensing Coordinator

    6 hours ago

    Lehi, United States VITL Power Full time

    Job DescriptionJob DescriptionThis role will include email/Teams correspondence and task management. The individual in this role will need to be good with multitasking, time management, and be a team player. Would like candidate to be proficient with Microsoft, Microsoft teams, and keynote. DAILY/WEEKLY TASKS:·         Manage onboarding inbox:...

  • Solar Onboarding Specialist

    2 weeks ago

    Lehi, United States Safe Streets USA Full time

    About the Organization SafeStreets is ADT's Top Authorized Provider in the US. Throughout our longstanding partnership with ADT, the largest security provider in the industry, SafeStreets has installed over a million security systems nationwide. And we're not done yet! Our longevity and success are attributed to attracting and hiring quality talent and...

  • Solar Onboarding Specialist

    2 days ago

    Lehi, United States Safe Streets USA Full time

    About the Organization SafeStreets is ADT's Top Authorized Provider in the US. Throughout our longstanding partnership with ADT, the largest security provider in the industry, SafeStreets has installed over a million security systems nationwide. And we're not done yet! Our longevity and success are attributed to attracting and hiring quality talent and...

  • Client Operations Coordinator

    1 month ago

    Lehi, United States SimplyInsured Full time

    Job DescriptionJob DescriptionAt SimplyInsured we are on a mission to eliminate fear in health insurance.Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is to reduce that fear as much as possible. We specifically work with small business owners who have the enormous task of purchasing...

  • Client Operations Coordinator

    21 hours ago

    Lehi, United States SimplyInsured Full time

    Job DescriptionJob DescriptionAt SimplyInsured we are on a mission to eliminate fear in health insurance.Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is to reduce that fear as much as possible. We specifically work with small business owners who have the enormous task of purchasing...

  • Manager, SMB Client Sales

    5 days ago

    Lehi, United States NetDocuments Full time

    Description NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse...

  • Manager, SMB Client Sales

    20 hours ago

    Lehi, United States NetDocuments Full time

    Description NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse...

  • Sr Project Manager, Heavy Civil

    3 weeks ago

    Lehi, United States Client of Sanford Rose Associates Full time

    Our client has retained us to recruit for a Sr. Project Manager with proven experience and knowledge in the Heavy Civil industry. The ideal candidate will have experience in managing a project from start to finish. This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks. ResponsibilitiesDirect and...

  • Sr Project Manager, Heavy Civil

    1 week ago

    Lehi, United States Client of Sanford Rose Associates Full time

    Our client has retained us to recruit for a Sr. Project Manager with proven experience and knowledge in the Heavy Civil industry. The ideal candidate will have experience in managing a project from start to finish. This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks. Responsibilities Direct and...

  • Sr Project Manager, Heavy Civil

    3 weeks ago

    Lehi, United States Client of Sanford Rose Associates Full time

    Our client has retained us to recruit for a Sr. Project Manager with proven experience and knowledge in the Heavy Civil industry. The ideal candidate will have experience in managing a project from start to finish. This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks. ResponsibilitiesDirect and...

  • Sr Project Manager, Heavy Civil

    7 days ago

    Lehi, United States Client of Sanford Rose Associates Full time

    Our client has retained us to recruit for a Sr. Project Manager with proven experience and knowledge in the Heavy Civil industry. The ideal candidate will have experience in managing a project from start to finish. This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks. ResponsibilitiesDirect and...

  • Sr Project Manager, Heavy Civil

    8 hours ago

    Lehi, United States Client of Sanford Rose Associates Full time

    Our client has retained us to recruit for a Sr. Project Manager with proven experience and knowledge in the Heavy Civil industry. The ideal candidate will have experience in managing a project from start to finish. This candidate will be able to create a plan of action which will consider a fixed timeline and evaluate risks. ResponsibilitiesDirect and...