Client Onboarding Specialist

Profitsolv; West Palm Beach (FL); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

401K match

Paid time off

Health, dental, vision insurance

Remote work

Performance-based merits

Job summary

ProfitSolv, a SaaS business services provider for legal and accounting industries, is seeking a Client Onboarding Specialist to ensure exceptional service and successful product adoption. You will build strong client relationships, manage conversations across support channels, and conduct onboarding meetings and product demos.

The role emphasizes educating customers, optimizing their setup, removing blockers, and collaborating with internal teams to drive retention and satisfaction.

Qualifications

• Associate degree or equivalent experience required.
• Proven ability to manage onboarding projects and timelines.
• Experience with Salesforce and customer-success tools.
• Strong communication and cross-functional collaboration.
• Detail-oriented with problem-solving skills.

Responsibilities

• Develop and maintain strong client relationships.
• Manage client conversations across support channels.
• Conduct onboarding meetings and product demos.
• Educate customers and optimize product setup.
• Identify roadblocks and drive adoption and retention.
• Collaborate with internal teams to execute goals.
• Support customers and address requests.

Skills

Client relationship management

Salesforce CRM

ChurnZero

Gainsight

Project management

Communication

Time management

Education

Associate degree

Tools

Salesforce CRM

ChurnZero

Gainsight

Job description

ProfitSolv 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 ProfitSolv!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 experienceProject management and problem-solving skills with an emphasis on attention to detail, timelines, and quality of workExperience with Salesforce CRM and Churnzero or GainsightStrong execution skills and the ability to drive action and accountabilityPrior track record of defining and optimizing processesThe ability to manage multiple competing priorities, rapidly adapt and respond to client requests and timeline changesThe ability to work with cross-functional teams and clientsAdditional Desirable QualificationsSaaS industry experience, advantageousClient success and/or project management backgroundCollaborative, organized, and execution-oriented with strong presentation skillsExcellent written and verbal communication skillsStrong time management skillsStrong initiative and sound decision-making abilityAbility to sit for prolonged periods at a desk and work on a computerMust be able to lift up to 15 pounds at timesOur commitment to you: At ProfitSolv, 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.