Onboarding Coordinator (SaaS), North America jobs in United States
cer-icon
Apply on Employer Site
company-logo

Machinio · 9 hours ago

Onboarding Coordinator (SaaS), North America

Machinio is a fast-moving company transforming a traditional 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, and CRM integration, while ensuring a seamless onboarding experience.

AgricultureB2BConstructionE-CommerceMarketplace
check
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 migrationProactive approachAnalytical thinkingCommunicationDetail-orientedOrganizational skills

Required

Candidates must reside in Central or Eastern Timezones
Highly detail-oriented, organized, and proactive
Ability to manage multiple client onboarding projects from start to finish
Excel at website design and CRM setup
Ability to 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 and implement draft revisions based on feedback
Collaboration with the tech team to ensure successful migration of client inventory
Organizing and preparing client data for smooth contact imports
Enabling CRM integrations and ensuring proper functionality for each client
Assigning UX reviews and ensuring they are completed in a timely and effective manner
Conducting live training sessions for clients
Coordinating domain pointing and launch logistics for client websites and CRM systems
Participating in weekly collaboration sessions with the Team Lead
Maintaining a balance between client satisfaction and achieving internal deadlines and goals
Staying accountable to individual and team objectives, key results, and performance metrics

Benefits

Robust benefits package

Company

Machinio

twittertwitter
company-logo
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

leader-logo
Robin Hargadon
General Manager
linkedin
Company data provided by crunchbase