Client Onboarding Strategist

2 weeks ago


Cape Town, Western Cape, South Africa Careers Full time

At EyeCarePro, a leader in digital marketing for eyecare professionals, our commitment to excellence is not just a goal, it's a proven track record. We are the recipients of the prestigious EyeVote Award for five consecutive years in the Online and Social Media Marketing Services sector. This achievement underscores our dedication to quality and innovation in the eye care industry. Learn more about our award at EyeCarePro's EyeVote Award.

Our team thrives on meaningful collaboration, underpinned by empathy and understanding. We bring a unique blend of professionalism, helpfulness, and friendliness to our work, ensuring every interaction is both positive and productive.

Data-driven strategies are central to our operations, guiding us in delivering client-focused value. This approach ensures that our decisions align with the best interests of our clients.

We champion a culture of continuous learning, innovation, and improvement, constantly testing new ideas and embracing change to stay ahead in digital marketing. Our team's proactive reliability and commitment to personal and professional development are key to our sustained success and industry recognition.

Join our dynamic team at EyeCarePro as a Client Onboarding Strategist, where you'll play a pivotal role in ensuring the smooth and meticulous setup of all new clients who have chosen EyeCarePro's services. As our Client Onboarding Strategist, you'll lead the charge from the initial account setup to the onboarding meeting, engaging clients through screen-sharing sessions and guiding them through each step of preparing their accounts for our teams to begin their work.

Responsibilities:

  • Manage the onboarding process for new clients, ensuring a smooth transition from sales to implementation
  • Collaborate with cross-functional teams to gather necessary information and documentation from clients
  • Guide clients through the setup and configuration of our products and services
  • Provide training and support to clients on how to effectively use our platform
  • Address client inquiries and troubleshoot any issues that may arise during the onboarding process
  • Ensure timely and accurate completion of all onboarding tasks and deliverables
  • Maintain accurate records of client interactions and progress
Job Requirements
  • Prior experience in customer onboarding or client services
  • Excellent communication and interpersonal skills
  • Strong attention to detail and organizational abilities
  • Ability to multitask and prioritize tasks effectively
  • Proficiency in using CRM software and other relevant tools
  • Ability to work independently and as part of a team

If you are a self-motivated individual with a passion for delivering exceptional customer experiences, we would love to hear from you. Join our team at EyeCarePro and help us revolutionize the way eye care professionals connect with their patients.

Join EyeCarePro and be a part of a team that champions a culture of continuous learning, innovation, and improvement. Our proactive reliability and commitment to personal and professional development are key to our sustained success and industry recognition.

If you don't hear back from us in 2 weeks, consider your application unsuccessful.



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