Onboarding Project Manager
6 days ago
FIA Tech is a leading provider of Software-as-a-Service technology solutions for the global finance and trading industry. We are seeking an experienced Client Onboarding Specialist to join our team and support the sales process, manage end-to-end client onboarding processes, and collaborate with various stakeholders to enhance client experience.
Key Responsibilities- Client Onboarding Process Management: Manage the entire client onboarding process, ensuring a seamless and positive experience for new clients.
- Collaboration and Communication: Work closely with sales, account management, and technical teams to gather necessary information for onboarding, conduct welcome calls and orientation sessions, and provide training sessions to clients on platform usage, features, and best practices.
- Customized Onboarding Plans: Develop and implement customized onboarding plans based on client needs, ensuring timely execution of each step.
- Client Support and Feedback: Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly, and gathering feedback to enhance onboarding processes and overall client experience.
- Process Improvement: Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
- Client Records and Documentation: Maintain accurate and up-to-date client records and documentation.
- Project Planning and Documentation: Create and maintain comprehensive project plans and product enhancement documentation.
- Education: Bachelor's degree in finance, economics, business, or related field.
- Experience: Proven experience in client onboarding or customer success roles.
- Skills: Strong communication and interpersonal skills, strong analytical and problem-solving skills, technical skills, efficiency in Excel, knowledge of SQL and visualization tools, ability to work collaboratively in a fast-paced, dynamic environment, detail-oriented with excellent organizational and time-management abilities, problem-solving skills and the ability to think strategically about client needs, customer-centric mindset with a commitment to delivering exceptional service.
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Client Onboarding Specialist
6 days ago
Tampa, Florida, United States FIA Tech Full timeJob OverviewFIA Tech is a leading provider of Software-as-a-Service technology solutions for the global finance and trading industry. We are seeking an experienced Client Onboarding Specialist to join our team and support the sales process, manage end-to-end client onboarding processes, and collaborate with various stakeholders to enhance client...
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Client Onboarding Specialist
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