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Client Onboarding Specialist

2 weeks ago

Riyad Al Khabra, Saudi Arabia Talent 360 Full time

Key Responsibilities:

The Client Onboarding Specialist will be responsible for the following key responsibilities:

  • Assist with customer onboarding processes, including account setup and initial training.
  • Respond to basic customer inquiries and support requests via email, phone, and chat.
  • Help customers navigate the product and troubleshoot common issues.
  • Gather and document customer feedback, feature requests, and pain points.
  • Assist in creating and maintaining customer support documentation and FAQs.
  • Monitor customer health metrics and flag potential issues to Customer Success Managers.
  • Assist in organizing and conducting customer training sessions and webinars.
  • Maintain accurate customer data in the CRM system.
  • Support the Customer Success team with administrative tasks and reporting.
  • Collaborate with other departments to resolve customer issues and improve the overall customer experience.

Qualifications:

  1. Bachelor's degree in Business, Communications, or related field.
  2. Strong interpersonal and communication skills, both written and verbal.
  3. Basic understanding of customer service principles and practices.
  4. Proficiency in Microsoft Office suite and familiarity with CRM systems.
  5. Ability to learn and adapt quickly in a fast-paced environment.
  6. Strong problem-solving skills and attention to detail.
  7. Excellent organizational skills and ability to multitask effectively.
  8. Experience in a customer-facing role, preferably in a SaaS or technology company is a plus.
  9. Familiarity with customer success methodologies and best practices is a plus.
  10. Basic understanding of project management principles is a plus.
  11. Experience with customer support or help desk software is a plus.
  12. Knowledge of the fintech or financial services industry is a plus.