Current jobs related to Client Success Onboarding Specialist - Washington - INSIDER

  • Account Manager Onboarding Specialist

    2 weeks ago

    Washington, Washington, D.C., United States US-based Tech-Enabled Business Support Company Full time

    Job Title: Account Manager Onboarding SpecialistJob Summary:We are seeking a highly skilled Account Manager Onboarding Specialist to join our team. The ideal candidate will be responsible for ensuring our existing clients are happy and utilizing our product.Key Responsibilities:Make proactive outbound calls to customers who are not utilizing the product to...

  • Customer Onboarding Specialist

    2 weeks ago

    Washington, United States Goodshuffle Pro Full time

    About the Team: We're simplifying the chaos of the events industry through powerful, easy-to-use technology. We're a self-proclaimed mix of "events nerds" and "technology nerds", but mostly we're all passionate problem solvers who are dedicated to empowering our users. We've been voted DC's Best Startup and were called one of "DC's Coolest Places to Work" in...

  • Customer Onboarding Expert

    2 weeks ago

    Washington, United States Goodshuffle Pro Full time

    {"title": "Onboarding Specialist", "description": "About the TeamWe're a team of passionate problem solvers dedicated to empowering our users through powerful, easy-to-use technology. We've been recognized as DC's Best Startup and one of DC's Coolest Places to Work in 2020.About the RoleWe're seeking an Onboarding Specialist to handle a wide range of...

  • Client Success Manager

    1 week ago

    Washington, Washington, D.C., United States Pinnacle Infotech Inc Full time

    pbAbout the Position/b/ppThe Client Success Manager will be the primary point of contact for assigned accounts, responsible for nurturing the business relationship to optimize retention, satisfaction, and engagement with the brand. This includes onboarding new clients to Pinnacle, supporting the Production team, and representing Pinnacle Infotech at industry...

  • Enterprise Onboarding Specialist

    1 month ago

    Washington, Washington, D.C., United States First Dollar Full time

    About First DollarAt First Dollar, we're revolutionizing the way organizations manage healthcare benefits. Our cutting-edge platform empowers employers to design, launch, and manage a wide range of benefits, including FSAs, DC-FSAs, LP-FSAs, LSAs, HRAs, HSAs, rewards, and supplementals. We're on a mission to simplify the complex world of healthcare benefits...

  • Account Manager Onboarding Specialist

    4 weeks ago

    Washington, Washington, D.C., United States US-based Tech-Enabled Business Support Company Full time

    Account Manager Onboarding SpecialistThe ideal candidate is located in the Philippines and is set up to work from home with a minimum internet speed of 150 Mbps.Key Responsibilities:Engage with customers who are not utilizing the product yet through proactive outbound calls.Coordinate and conduct Zoom meetings to guide clients through the platform during...

  • Human Resources Onboarding Specialist

    2 weeks ago

    Washington, Washington, D.C., United States Preeminent Protective Services, Inc. Full time

    Job OverviewPreeminent Protective Services, Inc. is seeking a Human Resources Specialist to manage our Onboarding and HR process. The ideal candidate will be responsible for communicating company details to new hires, ensuring timely submission of new hire paperwork, and assigning training sessions.Key Responsibilities:Coordinate onboarding and new hire...

  • Customer Onboarding Manager

    3 months ago

    Washington, United States INSIDER Full time

    Before jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick. About us We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are the #1 AI-native platform for Customer Experience and Marketing—offers marketers a single...

  • Client Success Manager

    1 week ago

    Washington, Washington, D.C., United States Tiny Spoon Chef, INC. Full time

    About the RoleTiny Spoon Chef, INC. is seeking a highly skilled Client Success Manager to join our team. As a Client Success Manager, you will be responsible for overseeing client communications, providing mentorship to the Client Success Team, and conducting client sales calls to build and maintain strong relationships.Key ResponsibilitiesOversee client...

  • Customer Success Specialist

    4 weeks ago

    Port Washington, New York, United States Global Industrial;Systemax, Inc. Full time

    Job Title: Customer Success SpecialistGlobal Industrial is seeking a highly skilled Customer Success Specialist to join our team. As a key member of our sales unit, you will play a critical role in supporting our customers and driving business growth.Key Responsibilities:Provide exceptional customer support, including responding to customer inquiries,...

  • EDI Onboarding Team Supervisor

    6 days ago

    Washington, Washington, D.C., United States Lincoln Financial Group Full time

    Job SummaryWe are seeking an experienced EDI Onboarding Team Supervisor to join our team at Lincoln Financial Group. The successful candidate will provide leadership and guidance to a team of EDI Onboarding professionals, ensuring the smooth execution of EDI onboarding processes and the delivery of high-quality results.Key ResponsibilitiesSupervise and...

  • Customer Success Manager

    2 days ago

    washington, United States SoHookd Full time

    About SoHookd:SoHookd is a fast-growing corporate wellness platform with a mission to inspire healthy lifestyles and unlock access to wellness for all. We work with healthcare carriers and employers to retain, support, and improve the well-being of their populations by providing inclusive, innovative, and holistic wellness offerings. Our platform integrates...

  • Travel Nurse RN Position

    2 weeks ago

    Washington, Washington, D.C., United States HealthEcareers - Client Full time

    Job Description & RequirementsSpecialty: First AssistDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, daysEmployment Type: TravelWe are seeking a skilled OR/Assist RN for an immediate opening in Washington, District of Columbia. The ideal candidate will have 1-2 years of recent experience in their specialty and be willing to adapt to new...

  • Client Relationship Specialist

    2 weeks ago

    Washington, United States Charles Schwab Full time

    Unlock Your Potential as a Client Relationship Specialist at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact in their careers. Our innovative and collaborative culture fosters creative problem-solving and drives transformation in the finance industry.About the RoleAs a Client Relationship Specialist, you will play a...

  • Client Service Specialist

    2 months ago

    Washington, United States Raymond James Financial Incorporated Full time

    Position Overview With over six decades of esteemed service in the Financial Services sector, Raymond James is in search of a proactive Client Service Specialist. This role demands a detail-oriented individual with strong problem-solving skills to provide essential administrative support to Financial Advisors and their clientele. The successful candidate...

  • Client Relationship Specialist

    2 weeks ago

    Washington, Washington, D.C., United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in the operational success of our local branch, under the guidance of your Client Relationship Manager and Branch Manager. You'll assist in delivering an unparalleled client...

  • Client Relationship Specialist

    1 week ago

    Washington, United States Charles Schwab Full time

    **Your Opportunity**At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the...

  • Client Relationship Specialist

    2 weeks ago

    Washington, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience in our local branch. You'll work closely with your Client Relationship Manager and Branch Manager to help clients achieve their...

  • Client Service Representative

    2 months ago

    Washington, Washington, D.C., United States Rotunda Software Full time

    About the RoleWe are seeking a highly skilled and service-oriented individual to join our team as a Client Service Specialist at Rotunda Software. As a key member of our support team, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and resolving any technical issues they may encounter.Key...

  • Customer Success Manager, CoCounsel

    4 weeks ago

    Washington, United States Refinitiv Full time

    Customer Success Manager, CoCounsel Thomson Reuters is looking for a Customer Success Manager to join our Customer Success team, working on the CoCounsel product. In this role you will be working with customers post-sales and assisting with onboarding and trainings. It’s critical for our CSMs to understand Customer Success best practices for driving SaaS...

Client Success Onboarding Specialist

2 months ago

Washington, United States INSIDER Full time
About Us
We are Insider, a leading B2B SaaS enterprise dedicated to fostering growth for our clients globally. Our innovative approach is powered by the #1 AI-native platform for Customer Experience and Marketing, enabling marketers to deliver personalized experiences, drive profitable growth, and maximize productivity. Our platform seamlessly integrates data across various channels, predicts future behaviors using AI, and customizes experiences from a unified interface. Having achieved unicorn status following our Series D funding, we are supported by esteemed investors such as Sequoia Capital and QIA, and trusted by over 1200 brands, including renowned Fortune 500 companies.

Role Overview
The Client Success Onboarding Specialist plays a pivotal role in our post-sales team, engaging with both new and existing clients. This position is essential for guiding clients through the transition from the sales phase to the onboarding and implementation of their new platform, while reinforcing Insider's vision of personalized experiences driven by client data.

Key Responsibilities
  • Oversee the onboarding process for clients, ensuring successful outcomes and accelerating time-to-value.
  • Collaborate with internal technical teams to empower clients to utilize Insider's platform effectively.
  • Build strong relationships with stakeholders at all levels within the client organization to understand their business and technical objectives.
  • Facilitate early adoption by establishing KPIs and success metrics for return on investment.
  • Advocate for client use-cases to inform product development.
  • Ensure a smooth transition to the Customer Success Manager team post-onboarding by documenting client roles and hierarchy.
  • Enhance the onboarding experience by continuously improving processes and materials.
  • Deliver tailored onsite and remote onboarding sessions to meet specific client needs.
  • Establish trust and confidence in the Insider platform among clients.
  • Coordinate with client agencies and third parties to achieve desired outcomes.
  • Maintain high standards of deliverable quality and client satisfaction to ensure a seamless transition to the Customer Success & Support teams.
  • Work closely with the development team to ensure custom solutions meet client expectations.
  • Document client stakeholder roles to facilitate a successful transition to the Customer Success Manager team.
  • Own project responsibilities and ensure successful implementation while collaborating with internal and external stakeholders.
  • Conduct user-enablement training and workshops to enhance client understanding and usage of the platform.

We are committed to fostering an inclusive workplace that embraces diversity and provides equal opportunities for all individuals, regardless of their background.