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MobileUp · 1 day ago

Client Onboarding Manager

United States

Full-time

Remote

Entry Level

1+ years exp

MobileUp Software is a community engagement technology provider that helps organizations enhance community affinity and engagement. The Client Onboarding Manager will serve as the primary contact for new clients, ensuring a smooth onboarding process and successful adoption of the software solutions.

Developer PlatformEducationMobile AppsSoftware

Responsibilities

Serve as the primary point of contact for new clients during the onboarding phase

Develop and execute onboarding plans tailored to each client’s needs and goals

Oversee initial software solution setup, configuration, and integration, ensuring alignment with client needs and goals

Monitor onboarding progress, identify potential roadblocks, and proactively resolve issues

Provide product training and guidance (virtual or in-person) to clients to ensure successful adoption and use of MobileUp’s solutions

Provide clear documentation, resources, and best practices to clients

Ensure successful handoff to the Customer Success Manager post-launch

Collaborate with internal teams (Customer Success, Technical Support, Product) to ensure timely and accurate implementation

Manage timelines, milestones, and deliverables for each client project

Maintain up-to-date project records and client communication records within the designated tools

Gather client feedback to improve onboarding processes and enhance customer experience

Qualification

Client onboarding experienceSoftware solutions understandingProject managementCRM tools experienceAPI integrations familiarityCustomer service skillsAttention to detailCommunication skillsProblem-solving mindsetRelationship building