Client Onboarding Specialist

ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for a Client Onboarding Specialist to join our team at ProfitSolv!

As a Client Onboarding Specialist, you will ensure exceptional service and support for all clients. The Client Onboarding Specialist maintains high levels of client satisfaction by providing effective and efficient support.

What we provide:

• Opportunity to Invest in Your Future. We offer a 401K match.
• Paid Time Off. Enjoy paid time off and paid holidays.
• Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.
• A Great Team. Collaborate with smart, curious, hardworking individuals.
• Performance Compensation. Be rewarded for your hard work with performance-based merits.
• Remote Work. Want to work from home? No problem!

As a Client Onboarding Specialist, you will:

• Develop and maintain strong client relationships.
• Manage client conversations across all support channels.
• Share relevant client feedback to appropriate teams, improving products and services offered.
• Evaluate the client support processes and measure results, helping develop strategies to enhance the client experience.
• Work with internal teams and clients to execute goals and strategies.
• Conduct onboarding meetings, product tours, company presentations, and product demos.
• Understand customer context and goals, providing product information to best serve those goals.
• Educate customers and optimize their product setup for the quickest path to success.
• Eliminate roadblocks in the way of customers’ goals: product issues, poor implementation, support issues, customer knowledge gaps, or simply poor product understanding.
• Improve product adoption and customer retention while helping foster positive customer relationships that create a loyal customer base.
• Assist customer support with customer issues and requests.
• Other duties as assigned.

This position follows established policies and procedures to keep confidential information secure.