We are seeking a dynamic and customer-focused intern in our Customer Success team to assist with the account onboarding process. The role is crucial in ensuring a seamless transition for clients, guiding them from the sales phase to a successful onboarding experience.
Key Responsibilities:
- Heading the onboarding kickoff calls with clients to establish expectations and timelines, and gather required information for onboarding.
- Collaborate with cross-functional teams, including Customer team and product development, to guarantee the smoothness of the onboarding process.
- Proactively chasing information from clients to ensure onboarding tasks are completed on time.
- Ensuring client satisfaction by providing thorough training and support throughout the onboarding process, measured through client satisfaction surveys (CSAT).
- Potentially owning the training process, including developing training materials and conducting training sessions for clients.
- Conducting post-launch checks and surveys to gather feedback and identify areas for improvement for the internal team.
- Act as the primary point of contact for onboarding-related inquiries and issues, providing prompt and effective resolution to internal and external stakeholders.
- Monitor onboarding performance metrics such as CSAT and other KPIs like Time to Onboard where menu build is a vital process.
- Drive continuous process improvement initiatives to enhance efficiency, scalability, and quality in onboarding operations.
If you are a motivated individual with a passion for client success and onboarding excellence, we encourage you to apply for this exciting opportunity.
