About the job
About Our Client
The market for employee benefits is evolving, and this company, established in 2017, aims to create a more effective model by rethinking traditional one-size-fits-all strategies. Their flexible benefits software enables organizations to offer competitive packages while cutting costs and inefficiencies.
The platform simplifies the management process for HR professionals and empowers organizations to select from a comprehensive suite of products to design tailored benefits programs—all accessible through a single platform. The company has successfully assisted numerous organizations, showcasing impressive metrics and garnering awards for its remarkable growth and software innovation.
About the Role
The Customer Onboarding Team is dedicated to establishing strong, long-term relationships through an effective onboarding process for new clients. Serving as the initial touchpoint for client service, this team sets the framework for the future of the partnership.
As a Customer Onboarding Manager, you will work with clients through detailed onboarding processes designed to maximize their experience. You will facilitate a smooth transition onto the platform and collaborate closely with a variety of internal teams during the process.
You Will
- Lead the implementation process for clients—from the post-sales phase through to successful launch
- Collaborate effectively with primary client contacts in HR Benefits and engage stakeholders from Payroll, HRIS, IT, and Finance to ensure smooth onboarding
- Assess client needs for initial onboarding and create project specifications based on this evaluation
- Prepare and uphold project plans and communications that are client-facing, such as project timelines, schedules, agendas, and training materials
- Monitor project deliverables and track progress during the onboarding phase, managing deviations as necessary
- Coordinate closely with internal teams and represent the customers’ voice throughout the onboarding journey
Preferred Skills
- 1-3 years of experience in support, project management, or a related role
- Strong project management capabilities, adeptness at managing multiple tasks and responsibilities, and experience working under pressure is essential
- Proven ability to manage projects from start to finish
- Effective communication skills to collaborate across client organizations
- Solutions-oriented team player who demonstrates initiative and accountability for outcomes
- Keen attention to detail with strong analytical and problem-solving skills
