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Nation Safe Drivers · 3 days ago

Client Lifecycle Operations

Boca Raton, FL 33487

Full-time

Onsite

Entry Level

2+ years exp

Nation Safe Drivers is seeking a Client Lifecycle Operations Specialist to support and optimize the client journey across various stages including pre-onboarding, onboarding, ongoing maintenance, and offboarding. The role focuses on executing tasks that enhance Deal Velocity and successful client integrations while collaborating with internal teams to ensure operational accuracy and efficiency.

Insurance

Responsibilities

Execute initial client engagement tasks, ensuring a seamless transition from sales to onboarding

Gather and document client requirements to prepare for a successful onboarding process

Support internal teams by aligning expectations and resources for effective client integration

Facilitate the onboarding process by accurately setting up services and ensuring timely completion of tasks

Follow standardized onboarding procedures to maintain consistency in client experiences

Monitor progress and resolve issues in collaboration with relevant teams

Assist Technology and Project Management Teams with implementations and integrations as needed

Provide ongoing support to clients post-onboarding, ensuring their needs are met promptly

Monitor client satisfaction, address concerns, and identify opportunities for upselling or service optimization

Conduct quality assurance on processes and documentation to maintain accuracy and compliance

Regularly update and review system entries, sharing findings and improvement opportunities with team members

Support the offboarding process, ensuring a professional and smooth transition for departing clients

Collect feedback from clients to identify areas for improvement

Ensure accurate updates to internal systems following client departures

Qualification

Client Relationship ExpertiseOperational ExcellenceData-Driven Decision MakingRegulatory ComplianceAttention To DetailProcess-driven thinkerComfortable with ambiguityAccountableOrganizedProactiveExcelPowerPointAdobeJIRASalesforceServiceNowCommunication Skills

Required

Client Relationship Expertise: Proven ability to manage the entire client lifecycle, ensuring high levels of client satisfaction and retention

Operational Excellence: Strong experience optimizing internal processes, including pre-onboarding, onboarding, maintenance, and offboarding

Data-Driven Decision Making: Proficiency in analyzing client lifecycle KPIs and using insights to drive improvements

Communication Skills: Exceptional communication skills for effectively engaging with clients, internal stakeholders at all levels, ensuring clarity and alignment on expectations

Regulatory Compliance: Familiarity with industry-specific regulations and best practices to ensure operational compliance

Attention To Detail: Strong attention to detail in reviewing Client Lifecycle Operations documentation and system entries to ensure accuracy and compliance

Extremely detail-oriented – catches errors before they become client issues

Process-driven thinker – naturally asks “what's the workflow?”

Strong written/verbal communication – clear, professional, and confident (Comfortable leading calls with internal and external partners)

Comfortable with ambiguity – can move forward without perfect instructions

Accountable and organized – follows tasks through to completion

Proactive – flags risks, gaps, or missing info before being asked

High School Diploma; Associates/BA Degree or equivalent a plus

2-3 years of workplace experience with administrative duties