Client Onboarding Representative

23 hours ago

Shalimar Tehsil, Pakistan Oxiliry Full time

The Client Onboarding Representative plays a central role in our growing organization. As a start-up in the early stages of mass rollout of multiple B2B offerings within the home inspection industry, the Client Onboarding Representative will guide the onboarding process for medium and large home inspection clients who adopt our innovative SaaS and service solutions, as well as participate in customer and technical support for our clients.

Responsibilities
  • Directly onboards B2B partners who utilize our HomeBinder solution, which includes implementing technical integrations, conducting video meetings with partners to educate and orient them on the program, and overseeing a multi-step process from sales to go-live.
  • Manages a pipeline of clients in Hubspot, maintaining meticulous records of progress in the system.
  • End to end onboarding for our SaaS solution: leads new client orientation, provides clients with consultation on software settings and configuration for success, provides white glove service in setting up accounts, guides clients through the "test drive" process, trains clients and staff, and project manages every aspect of clients' migration process from their old software to their new.
  • Acts as Tier 2 support to help solve problems for customers that may originate in the onboarding process (software settings or configurations, etc).
  • Initiates and leads the development of client training plans, and follows through on execution, development and rollout of content and materials for client training (communication templates, training materials, video tutorials, and more).
  • Development of self-service support documentation and content or materials for client training.
  • Drives a world class standard for WORLD CLASS client service.
  • Embraces and exceeds performance metrics for client onboarding representatives.
  • Drives processes that support the company's revenue goals.
  • Performs other related duties as assigned.
Requirements
  • Superior organizational skills and attention to detail.
  • Technical account management or onboarding skills and experience
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Video-based presentation skills, and a high comfort level with leading video-based meetings
  • Proven ability to communicate effectively with both technical personnel and non-technical end users, equally.
  • Deep capacity for learning complex systems and products.
  • High comfort level with technical concepts and software
  • Strong analytical and problem-solving skills.
  • Proficiency with Hubspot preferred.
Education and Experience
  • Bachelor\'s degree or equivalent experience required.
  • At least five years of client success, training, or sales experience
  • Knowledge of the real estate industry is a plus; knowledge of the home inspection industry is an even bigger plus.
  • Successful track record of working in both small and large organizations preferred.

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