Onboarding & Product Specialist
hace 7 meses
Do you LOVE serving clients, and helping businesses grow and scale to new heights? Are you eager to work with independent business owners, create long-lasting relationships, and be rewarded for your skills, time, and accomplishments? Are you a technically minded person (Websites, SEO, Project Coordination) and love progressing clients through product education, onboarding and ensuring timelines are met?
The **Agency Growth Team** hires, mentors, trains, and places **Client Success Professionals** into leading digital marketing agencies worldwide.
Client Success is a vital part of digital marketing agencies and **Product Specialists** and **Onboarding Specialists** deliver results and help grow these clients to new levels.
**⭐️ Are you ready to join a fun, results-oriented team as our NEW Agency Rockstar ⭐️**
**WHAT WE OFFER**
- Fun, fast-paced work environment
- Constantly evolving, cutting edge technology
- The ability to make a significant impact immediately upon jumping in
- Remote work opportunity
- Impressive salary structure
- Numerous team building activities to promote collaboration
- Bonuses and benefits
**ROLE**
As a **Product Specialist** or **Onboarding Specialist**, you are responsible for developing client relationships at the earliest point of new client acquisition to promote retention and loyalty. Your job is to work closely with our client success team to ensure our clients are satisfied with the services they receive and to improve upon areas of dissatisfaction. You will be expected to provide a moderate level of technical and product support to customers with the goal to keep clients satisfied with the business’s products and being technically competent enough to resolve issues without delay.
To be a successful **Product Specialist** or **Onboarding Specialist** one must bring the **ENERGY, ENTHUSIASM and excel at collaborating** with others to drive best practices, working directly with clients to achieve success, communicating with clients and teammates, and identifying opportunities for product expansion with clients.
The Client Success Team is the main point of contact (POC) at the agency and therefore you are expected to maintain an enthusiastic “can do” attitude at all times when customer-facing.
You will be expected to develop a thorough understanding of client objectives and success metrics to drive tailored solutions that will ultimately increase adoption and retention. Educating them goes a long way to increasing retention.
This position involves supporting the sales department with the onboarding of new clients; working with our clients on an ongoing projects; sending scheduled updates to all clients on the progress of their campaigns and creating and maintaining retention and referral programs to retain existing clients.
**RESPONSIBILITIES**
- **Client Onboarding**:Responsible for supporting team leaders who provide client onboarding once the sales team has closed the sale and has filled out any required onboarding documents. Onboarding new clients and training those client’s and their staff on our system
- **Technical Client Support**:As an important part of the team, you will be responsible for answering technical client questions and addressing any concerns in an efficient, retention based manner. Work actively with clients, their staff and business advisors to promote best practices, communicate effectively and on a regular basis and be the liaison for all external client activities. Recommend and execute action plans in such a way as to ensure maximum adoption, resolution and recovery to all client issues.
- **Project Coordination**: coordination of technical client projects such as websites, SEO and CRM builds. Ensuring that reasonable milestones are communicated, tracked and met without unnecessary delays.
- **Clearly Communicating** the benefits of new product features and ensuring customers promptly adopt them
- **Promote memorable customer experiences** through personalized “WOW” gifts, cards, and actions.
- **Monthly Reporting**:Send timely and consistent reports to clients highlighting positive aspects of the campaigns we’re running. All reports should be sent on the same schedule, and in the same format - branded to the company and reports should be used as a retention and/or sales tool where appropriate.
- **Develop and Maintain a Client Retention Strategy**:Work with our leadership team to continue refining and improving the existing Client Retention Strategy. This will mean bringing new ideas to the table at monthly meetings and having a plan to deploy new strategies and a way to track the results of those efforts.
- **Research**:Always be on the lookout for ways to improve our services and process. Also for ways, to reach more clients, and to maintain or upsell existing clients in ways that help them to achieve their goals even faster.
- **Developing and nurturing clients into advocates** to increase brand awareness and build
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