Client Onboarding & Adoption Specialist

J.D. Power; California (MO); On-site; USD 60,000 - 65,000; Full time

Job summary

JD Power is seeking a Customer Onboarding Specialist to guide new clients from initial build through Training, emphasizing a customer-first mindset and strong relationship management.

You will manage high-volume orders, gather setup information, schedule workbook calls, document interactions in the CRM, and escalate issues professionally to third parties. A proven track record in B2B onboarding is preferred.

Qualifications

• 2+ years' experience in B2B customer success, professional services, or account management.
• Strong Customer Service Skills
• Empathetic, positive attitude with a desire to help our customers reach their goals.
• Strong public speaking and presentation skills.
• Experience with Sugar CRM (or equivalent) CRM platform(s).

Responsibilities

• Manage high volume orders and engage clients through email and phone calls to gather all necessary setup information.
• Schedule Workbook calls with clients to obtain needed information to complete the setup workbook.
• Move an order from initial setup through all the necessary steps to successfully complete setups in a timely manner.
• Document all calls, emails, and setup details in our CRM.
• Complete checklist to ensure setups are done with the highest quality in mind.
• Escalate issues to 3rd party partners in a professional manner.

Skills

Customer service

Public speaking

Detail oriented

Relationship building

Tools

Sugar CRM

Job description

JD Power is seeking a Customer Onboarding Specialist to guide new clients from initial build through Training, emphasizing a customer-first mindset and strong relationship management.

You will manage high-volume orders, gather setup information, schedule workbook calls, document interactions in the CRM, and escalate issues professionally to third parties. A proven track record in B2B onboarding is preferred.