Onboarding Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Social Places Full time

Onboarding Specialist

About the Role:

We are looking for a highly organised and enthusiastic Onboarding Specialist to join our growing team.

This role will play a vital part in ensuring our new clients experience a smooth and successful transition into using and adopting our software and platform.

You will be the primary point of contact for clients during the onboarding process, guiding them through every step and setting them up for success.

Based in Cape Town - Hybrid Role

Responsibilities:

  • Manage and own customer relationships from the point of sale through successful onboarding.
  • Partner with the sales team during the final stages of the sales cycle to understand client needs and expectations.
  • Work with sales and support teams to ensure that each piece of the journey meets customer expectations.
  • Manage all client communication regarding onboarding.
  • Client Setup and Platform Configuration:
  • Conduct initial meetings and workshops to gather client information and requirements.
  • Facilitate brand optimization, including gathering necessary assets and ensuring platform listings adhere to best practices.
  • Create and manage client user accounts within the platform and related tools.
  • Set up and configure client brands and locations according to specifications.
  • Conduct comprehensive audits of platform listings to ensure accuracy and consistency.

Training and Support:

  • Deliver tailored training sessions to equip clients with the knowledge and skills to utilise the platform effectively.
  • Develop and maintain user guides and other training materials to support ongoing client success.
  • Provide ongoing support and guidance to clients throughout the onboarding process.
  • Develop a scorecard that tracks both client satisfaction and internal efficiency metrics.
  • Analyse the correlation between specific onboarding activities and client success metrics.
  • Use datadriven insights to inform ongoing improvements to the onboarding process.
  • Create initiatives that help to drive successful product implementation.
  • Help the customer define their needs and manage their timeline toward seeing value.
  • Successfully transfer your client relationships to an Account Manager upon onboarding completion.

Qualifications:

  • Bachelor's degree in a related field (marketing, project management, etc.).
  • Minimum of 2 years experience in a Client Onboarding role, preferably within the SaaS or digital agency industry.
  • Minimum of 4 years' experience within a SaaS or digital agency industry.
  • Strong understanding of project management methodologies and tools.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients.
  • Highly organized and detailoriented, with a strong commitment to deadlines.
  • Datadriven approach with a focus on continuous improvement.
  • Proficiency in Microsoft Office Suite and other relevant software tools.

  • Onboarding Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Nestify Full time

    Nestify is a leading international property management and lettings company that is changing the face of hospitality. Whether guests or tenants need two days, two months or two-year stays, Nestify offers a unique and professional experience. As a tech-based company, and 24/7 contactless service, we're ensuring guests from all over the world get the stay they...

  • Onboarding Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Nestify Full time

    Nestify is a leading international property management and lettings company that is changing the face of hospitality. Whether guests or tenants need two days, two months or two-year stays, Nestify offers a unique and professional experience. As a tech-based company, and 24/7 contactless service, we're ensuring guests from all over the world get the stay they...

  • Client Onboarding Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Our client, a vibrant investment boutique team, is in search of a skilled Client Onboarding Specialist to join their ranks. This position calls for an individual capable of delivering top-tier client experiences. The team has shown significant growth and seeks a candidate with relevant experience and a genuine passion for client services. We need someone...

  • IT Support Specialist Onboard a Cruise Ship

    2 weeks ago

    Cape Town, Western Cape, South Africa Portside Consulting Full time

    We are looking for experienced IT Support SpecialistThe position of IT Support Specialist assists in the IT operations onboard the vessel supporting all Hotel related computer equipment, with a particular focus on, but not limited to, technology and equipment in Guest Staterooms.Qualifications: MUST have a valid SA Passport MUST have Grade 12 (National...

  • Onboarding Sales Agent

    2 weeks ago

    Cape Town, Western Cape, South Africa Banxso Full time

    JOB SPECIFICATION: ONBOARDING SALES AGENTJOB SUMMARY: As an onboarding specialist agent your role is pivotal to create a positive first impression for new customers by setting the foundation for a successful and lasting relationship by ensuring that you obtain a sign up on the first call, facilitating the process of integrating new customers smoothly onto...

  • Team Lead: Onboarding Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Peach Payments Full time

    Peach PaymentsPeach Payments is a fast growing Pan-African PSP that makes online commerce and digital payment acceptance easier and more accessible across all Africa. We work with small and large sellers to provide a complete toolkit to accept, manage and disburse payments through web and mobile. Our merchant partners include your favourite food delivery...

  • Insurance Intake Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Exclusively Remote Full time

    We are seeking a highly organized and detail-oriented individual to join our team as an Intake Specialist. The primary responsibilities of this role include managing incoming calls, conducting intake interviews, and ensuring accurate documentation necessary for onboarding new clients. The ideal candidate will have previous experience in similar roles within...

  • Retention Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Megan Forg Consulting Full time

    Retention Specialist***Location: Green Point, Cape Town (Hybrid)Salary: R360k - R453k per annumAbout the Role:The Retention Specialist is responsible for creating, implementing and analysing retention campaigns across all channels and at all stages of the customer lifecycle in order to retain customers and maximise customer lifetime...

  • Human Resources Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Our client is a top performing Asset Management company that has experienced significant growth over the past five years due to their strategic growth strategy, excellent investment performance track record and their astute and committed team who have collaborated and created what has now become a major player in the Investments industry in South Africa....

  • Data Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Emporium Human Capital Full time

    Data Specialist IT & Accounting (POS24147) Somerset WestR to R per monthJob Purpose: You will be responsible for the migration process of clients and ensuring the accurate and on-time upload of financial data. Must have experience in Data Analysis, Data Processing as well as Accounting/ Financial and IT knowledge (MySQL)Requirements: Experience in data...

  • Intake Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Exclusively Remote Full time

    Responsibilities: Answer incoming calls from prospective clients in a professional and courteous manner. Conduct thorough intake interviews to gather all required information for client onboarding. Document client information accurately and completely, maintaining detailed records in our database. Guide clients through the onboarding process, providing clear...

  • HR Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa eXp South Africa Full time

    We are one of the_ _first all-remote companies_ with 2,000+ team members utilizing our virtual office called eXp world. This role is work-from-anywhere in South Africa.__Who is eXp?_ Doing the audacious is part of eXp Realty's DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the...

  • People Support Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Huntswood Full time

    Job profile/ Purpose:We are looking for a skilled and experienced People Support Specialist to join our team As a People Support Specialist, you will be responsible for supporting our HR department in the development and execution of HR strategy, policies and objectivesRoles and Responsibilities: Managing all HR admin Procedures. Drafting of Offer Letters...

  • People Support Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Huntswood Full time

    Job profile/ Purpose:We are looking for a skilled and experienced People Support Specialist to join our team As a People Support Specialist, you will be responsible for supporting our HR department in the development and execution of HR strategy, policies and objectivesRoles and Responsibilities: Managing all HR admin Procedures. Drafting of Offer Letters...

  • Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Peach Payments Full time

    Peach Payments:Peach Payments is a fast growing Pan-African PSP that makes online commerce and digital payment acceptance easier and more accessible across all Africa. We work with small and large sellers to provide a complete toolkit to accept, manage and disburse payments through web and mobile.Our merchant partners include your favorite food delivery...

  • Data Specialist – It

    2 weeks ago

    Cape Town, Western Cape, South Africa Emporium Human Capital Full time

    Data Specialist – IT & Accounting (POS24147)Somerset WestR to R per month Job Purpose:You will be responsible for the migration process of clients and ensuring the accurate and on-time upload of financial data.Must have experience in Data Analysis, Data Processing as well as Accounting/ Financial and IT knowledge (MySQL)Requirements:Experience in data...

  • Data Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Emporium Full time

    Data Specialist – IT & Accounting (POS24147)Somerset West R to R per month Job Purpose: You will be responsible for the migration process of clients and ensuring the accurate and on-time upload of financial data.Must have experience in Data Analysis, Data Processing as well as Accounting/ Financial and IT knowledge (MySQL)Requirements: Experience in data...

  • People Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Job Crystal Full time

    A Travel Technology company based in Cape Town is looking for a People Operations Specialist to join their People team. Working closely with the Head of People in the Cape Town office, this is an exciting opportunity to be a key player in helping to build a world-class people operations function. The People Operations Specialist will be responsible for the...

  • Human Resource Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa The Talent Room Full time

    Our client is a dynamic and innovative company, looking to employ a passionate and experienced Human Resource Specialist to join their team. This will be a Hybrid position.As a Human Resource Specialist, you will play a key role in supporting our employees and enhancing the overall employee experience. You will work closely with the HR team and various...

  • Retention Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Megan Frg Consulting Full time

    Location: Green Point, Cape Town (Hybrid)Salary: R360,000 - R453,000 per annumAbout the role:The Retention Specialist is responsible for creating, implementing and analysing retention campaigns across all channels and at all stages of the customer lifecycle in order to retain customers and maximise customer lifetime value.Requirements:Relevant tertiary...