Hybrid Client Onboarding & Success Specialist

Placements24; Mossel Bay; Hybrid; ZAR 260,000 - 420,000; Full time

Benefits offered by this job

Hybrid work

Career development

Medical aid

Team events

Office in Mossel Bay

Job summary

Placements24 is seeking a Client Onboarding Specialist for Mossel Bay, Western Cape, in a hybrid role splitting time between our Mossel Bay office and remote work. You will guide new clients through setup and ensure a smooth initial experience, building trust from day one.

The role emphasizes managing multiple accounts, configuring systems, providing training, and collaborating with sales and support to deliver a cohesive client journey.

Qualifications

• Proven experience in client onboarding or account management.
• Excellent communication and interpersonal skills.
• Hybrid work readiness and Mossel Bay base.

Responsibilities

• Guide new clients through onboarding from initial setup to full utilization of services.
• Collect and verify necessary client documentation and information.
• Configure client accounts and systems according to their specific needs.
• Provide training and support to new clients on how to use the platform effectively.
• Address client inquiries and resolve any issues during onboarding.
• Collaborate with sales and support teams to ensure a cohesive client experience.
• Develop and refine onboarding materials, tutorials, and documentation.
• Monitor client progress during onboarding and identify potential risks.
• Gather feedback from new clients to identify areas for improvement.

Skills

Client onboarding

Account management

CRM software

Training and support

Education

Diploma or degree in a relevant field

Tools

CRM software

Job description

Placements24 is seeking a Client Onboarding Specialist for Mossel Bay, Western Cape, in a hybrid role splitting time between our Mossel Bay office and remote work. You will guide new clients through setup and ensure a smooth initial experience, building trust from day one.

The role emphasizes managing multiple accounts, configuring systems, providing training, and collaborating with sales and support to deliver a cohesive client journey.