[Remote] Associate Onboarding Manager

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. The Associate Onboarding Manager will ensure customer satisfaction through the onboarding process, manage multiple client accounts, and establish strong relationships with key stakeholders.

Responsibilities

Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently
Identifying project scope and organizing requirements based on clients’ individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details
Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction
Becoming a Comply product expert
Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams
Driving escalation and mitigating client issues if they arise during onboarding
Training new clients / users on the features of the platform based on their specific needs
Successfully transitioning clients to the Customer Success team post-onboarding
Using GuideCX (our Onboarding platform) to manage customer onboarding progress and tasks
Assist in supporting special projects or other operational functions within the broader onboarding team

Skills

1-2 years of Customer Onboarding and/or Implementation experience or Customer Support at a B2B SaaS company
Demonstrated experience as a trusted advisor to clients / customers
Excellent communication skills across multiple mediums (video conference, phone, email)
Willingness to learn and use coaching feedback to improve
Basic understanding on configuration of data templates based on upload specs
Exceptional time management and organization skills
The ability to thrive in a fast-paced environment
Experience with Salesforce, GuideCX and JIRA is a plus

Company Overview

COMPLY provides and offers resources and consultation services on technical and professional skills for the compliance industry. It was founded in 1982, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://www.comply.com/.

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