Client Onboarding Specialist

3 weeks ago

Gauteng, South Africa Forge Media Investments (Pty) Ltd Full time

As a Client Onboarding Specialist at our SaaS company in the advertising industry, you will play a crucial role in ensuring the smooth and successful onboarding of new clients.

Your primary responsibility will be to guide clients through the implementation process, ensuring that they have a positive experience and are equipped to fully utilize our software platforms to meet their advertising objectives. You will work closely with the Sales, Customer Success, and Technical teams to coordinate the onboarding process and provide exceptional support to our clients.

**Responsibilities**:
Onboarding Process Management: Take ownership of the client onboarding process, from the contract signing to platform setup and beyond.
Develop and execute customized onboarding plans based on each client's unique needs and objectives. Collaborate with the Sales team to ensure a smooth handover of accounts from the pre-sales phase to onboarding.

Contract & Document Management: Ensure accuracy of contracts, document management, storage, invoicing and renewal processes.

Client Training and Support: Conduct training sessions to educate clients on how to use our software platform effectively.
Provide ongoing support and guidance to clients, addressing any questions or concerns during the onboarding phase.
Troubleshoot technical issues and coordinate with the Technical team for timely resolutions.

Relationship Building: Foster strong relationships with clients, becoming a trusted advisor and ensuring their long-term success with our platform.
Identify upsell and cross-sell opportunities during the onboarding process and communicate them to the Sales team.

Integration: Assist clients with integration of their their existing systems to our platform, ensuring data accuracy and completeness. Collaborate with the Technical team to facilitate system integrations, if necessary, to streamline processes for clients.

Continuous Improvement:Gather feedback from clients on their onboarding experience and use insights to improve and refine the onboarding process.
Stay up-to-date with industry trends and best practices, incorporating them into our onboarding strategies.

**Requirements**:

- Bachelor's degree in Marketing, Business, or a related field, or 3 years equivalent experience
- Proven experience in client onboarding or customer success roles within the SaaS industry, preferably in the advertising or marketing technology space.
- Strong understanding of advertising concepts and industry trends.
- Excellent communication and presentation skills, with the ability to explain technical concepts to non-technical audiences.
- Exceptional problem-solving abilities and a client-focused mindset.
- Proficiency in using CRM systems and project management tools.
- Demonstrated ability to work collaboratively in a team-oriented environment.

Preferred Qualifications:

- Experience with advertising platforms or tools commonly used in the industry.
- Knowledge of data analytics and reporting tools.
- Familiarity with API integrations and data transfer methods.

Join our dynamic and innovative team to help our clients achieve their advertising goals with our cutting-edge SaaS platforms. As a Client Onboarding Specialist, you will have the opportunity to make a significant impact on our clients' success and contribute to the growth of our company in the advertising industry.

**About us**

We're dynamic, agile, fast moving, data driven and always believe in having a bit of fun
We offer a modern office setting, growth opportunities and flexible working hours.

We are seeking a highly motivated and results-driven team member to join our growing Menlyn Maine office.

**Salary**: R10,000.00 - R15,000.00 per month

Ability to commute/relocate:

- Gauteng, Gauteng: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- You may be required to adjust your working hours 2 - 4 days a week to fit USA time zones. Would you be able work on this basis

**Education**:

- Diploma (required)

**Experience**:

- Microsoft Excel: 2 years (required)

Application Deadline: 2023/08/05
Expected Start Date: 2023/09/01

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