Client Onboarding Lead
Client Onboarding Lead
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$ 100000 - 115000
1 Vacancy
Job Description
Location: NYC
Hybrid
Full-time
Role summary
We are searching for an ambitious self-directed Client Onboarding Lead to own client onboarding for the SMB clients we help transform their local business into a global business. As a key member of our North American B2B GTM team this role will be working hand in hand with our sales and account management teams to onboard clients.
What youll do:
- Chance to build a new discipline from the bottom up
- Ensure new clients are fully onboarded to their Payoneer product of choice
- Develop workflows to streamline onboarding process
- Work with internal teams to automate and improve workflows
- Help existing customers with continuous onboarding needs
- Provide feedback to sales and account management teams to improve messaging close communication gaps and help them better manage their client relationships
- Further identify clients with growth potential that may have been overlooked during the sales process
- Maintain pertinent customer information within CRM platform
Who you are:
- 5 yearsof sales ops or customer service experience ideally in a tech environment
- Strategic mindset to problem solving
- Data and technically oriented intermediate to advanced Excel skills a major plus
- Strong written and verbal communication skills
- Time management and multitasking skills
- Ability to work with a cross functional global team
- High level of organization and focus and ability to work under pressure
- Interest in leading and mentoring a team
- Comfortable with hybrid work environment
Not a must but a great advantage:
- Experience in Payments or Banking industry
- Experience using Salesforce or a similar CRM system
- Experience with data analytics & BI tools
What we offer:
- Discounted medical dental and vision insurance (Coverage starts on Day 1) HSA and FSA
- 401K with employer match
- Employee Stock Purchase Plan (ESPP)
- Fitness/Wellness reimbursement
- Generous PTO paid holidays and parental leave
- Learning and development opportunities
- Flexible work from home schedule
- Volunteer activities
- Fun office culture with supportive leadership
In accordance with New York City Law below is the annual base salary range for this position. Actual annual base salary is based on but not limited to: experience education professional licenses location and business needs. The position is eligible for health insurance disability insurance life insurance 401k plan paid-time off and sick (and where applicable safe) leave. This position is also eligible for a discretionary year-end bonus.
The annual base salary range for this position is: $100000 - $115000.
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Employment Type
Full Time
