Client Onboarding Specialist - FOCAL
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About the Role
We are looking for a Client Onboarding Specialist to join our team and help deliver a seamless onboarding experience for FOCAL customers. In this role, you will be the primary p.
Key Skills for This Role
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Overview
We are looking for a Client Onboarding Specialist to join our team and help deliver a seamless onboarding experience for FOCAL customers.
In this role, you will be the primary point of contact for clients throughout their onboarding journey, ensuring successful platform implementation, user enablement, and go-live readiness.
What You'Ll Do
- Own the end-to-end onboarding journey for FOCAL clients.
- Act as the primary point of contact for clients throughout the entire onboarding process, from kickoff to go-live.
- Deliver platform training sessions to client teams.
- Coordinate with internal teams to ensure all workstreams move forward on schedule.
- Track and resolve technical inquiries, feature requests, and configuration issues raised during onboarding, escalating to the right internal owner.
- Maintain accurate onboarding documentation and status tracking across all active clients in your portfolio.
- Manage multiple concurrent client onboardings , prioritizing effectively across varying timelines and complexity.
- Hand off completed onboardings smoothly to the Customer Success team post go-live, with full context transfer.
- Identify recurring onboarding blockers or process gaps and propose improvements.
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