Client Onboarding Specialist

Profit Solv is a SaaS business services provider for the legal and accounting industry. We are looking for a Client Onboarding Specialist to join our team at Profit Solv!

As a Client Onboarding Specialist, you will ensure exceptional service and support for all clients. The Client Onboarding Specialist maintains high levels of client satisfaction by providing effective and efficient support.

What we provide:

Opportunity to Invest in Your Future. We offer a 401K match.

Paid Time Off. Enjoy paid time off and paid holidays.

Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.

A Great Team. Collaborate with smart, curious, hardworking individuals.

Performance Compensation. Be rewarded for your hard work with performance-based merits.

Remote Work. Want to work from home? No problem!

As a Client Onboarding Specialist, you will:

Develop and maintain strong client relationships.

Manage client conversations across all support channels.

Share relevant client feedback to appropriate teams, improving products and services offered.

Evaluate the client support processes and measure results, helping develop strategies to enhance the client experience.

Work with internal teams and clients to execute goals and strategies.

Conduct onboarding meetings, product tours, company presentations, and product demos.

Understand customer context and goals, providing product information to best serve those goals.

Educate customers and optimize their product setup for the quickest path to success.

Eliminate roadblocks in the way of customers’ goals: product issues, poor implementation, support issues, customer knowledge gaps, or simply poor product understanding.

Improve product adoption and customer retention while helping foster positive customer relationships that create a loyal customer base.

Assist customer support with customer issues and requests.

Other duties as assigned.

This position follows established policies and procedures to keep confidential information secure.

A great fit for this position has:

An associates degree or equivalent experience

Project management and problem-solving skills with an emphasis on attention to detail, timelines, and quality of work

Experience with Salesforce CRM and Churnzero or Gainsight Strong execution skills and the ability to drive action and accountability

Prior track record of defining and optimizing processes

The ability to manage multiple competing priorities, rapidly adapt and respond to client requests and timeline changes

The ability to work with cross-functional teams and clients

Additional Desirable Qualifications

SaaS industry experience, advantageous

Client success and/or project management background

Collaborative, organized, and execution-oriented with strong presentation skills

Excellent written and verbal communication skills

Strong time management skills

Strong initiative and sound decision-making ability

Ability to sit for prolonged periods at a desk and work on a computer

Must be able to lift up to 15 pounds at times

Our commitment to you:
At Profit Solv, we are committed to being a diverse and inclusive workplace as an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We embrace a diverse group of backgrounds and experiences to connect with clients, solve problems, and innovate.
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