Onboarding Coordinator (SaaS), North America jobs in United States
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Machinio · 15 hours ago

Onboarding Coordinator (SaaS), North America

Machinio is a fast-moving company transforming the machinery industry through technology, and they are seeking an Onboarding Coordinator to manage the onboarding process for newly acquired clients. This role involves guiding clients through website design, data migration, CRM integration, and training, while collaborating with internal teams to ensure a seamless onboarding experience.

AgricultureB2BConstructionE-CommerceMarketplace
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Growth Opportunities

Responsibilities

Manage end-to-end onboarding for newly acquired clients, acting as their main point of contact throughout the process
Use internal tools to design client’ websites, implementing draft revisions based on feedback
Collaborate with the tech team to ensure successful migration of client inventory
Organize and prepare client data for smooth contact imports
Enable CRM integrations and ensure proper functionality for each client
Assign UX reviews and ensure they are completed in a timely and effective manner
Conduct live training sessions to help clients become familiar and confident with the platform
Coordinate domain pointing and launch logistics for each client’s new website and CRM system
Participate in weekly collaboration sessions with the Team Lead to provide progress updates on each project and brainstorm solutions
Maintain a balance between ensuring client satisfaction and achieving internal deadlines and goals
Stay accountable to individual and team objectives, key results, and performance metrics

Qualification

Client onboarding managementWebsite designCRM integrationData migrationTraining facilitationProactive mindsetAnalytical thinkingCommunication skillsOrganizational skills

Required

Highly detail-oriented
Organized
Proactive
Able to manage multiple client onboarding projects from start to finish
Excel at website design and CRM setup
Learn systems and functionalities quickly
Excellent communicator
Experience in managing end-to-end onboarding for newly acquired clients
Ability to use internal tools to design client websites
Collaborate with tech teams for successful migration of client inventory
Organize and prepare client data for smooth contact imports
Enable CRM integrations and ensure proper functionality for each client
Assign UX reviews and ensure timely completion
Conduct live training sessions for clients
Coordinate domain pointing and launch logistics for client websites and CRM systems
Participate in weekly collaboration sessions with the Team Lead
Maintain a balance between client satisfaction and achieving internal deadlines and goals
Stay accountable to individual and team objectives, key results, and performance metrics

Benefits

Robust benefits package
Remote setup provided for all team members, along with modern work equipment
Casual, collaborative, fast-paced work environment and a fun team (we’re cool)
In-person team events and really fun in-person holiday parties!

Company

Machinio

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Machinio is a search engine for buying and selling new and used industrial equipment and machinery.

Funding

Current Stage
Growth Stage
Total Funding
$4.04M
Key Investors
Ritchie Bros
2018-07-10Acquired
2016-07-12Series A· $3M
2014-05-05Seed· $1M

Leadership Team

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Robin Hargadon
General Manager
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Company data provided by crunchbase