Onboarding Experience Manager

Summary

Now, we’re looking for an Onboarding Experience Manager to guide our clients through a smooth and stress-free implementation process, ensuring they feel confident and supported from day one.

Benefits

• • A competitive salary of $2,800 to $3,200 USD per month, based on experience.
• • Competitive performance-based bonuses.
• • Career growth opportunities, with the ability to advance into leadership or specialized roles.
• • Ongoing learning and development, including training programs, workshops, and courses.
• • Recognition for exceptional performance, with regular feedback sessions and tailored career development plans.
• • 15 paid vacation days per year, plus an unlimited unpaid time-off policy.
• • Company-wide events and team-building activities hosted by our Culture Committee.

Responsibilities

As an Onboarding Experience Manager at Veta Virtual, you will be the bridge between new clients and long-term success. You will:

• • Lead the onboarding process for new clients, ensuring they are fully set up and integrated within their first 60 days.
• • Manage client setup in our CRM and contact center software, create client scripts, build booking and intake forms using Calendly and Jotform, and implement no-code automations with Zapier.
• • Act as the primary point of contact during onboarding, setting expectations and addressing any client concerns.
• • Diagnose and resolve any challenges that arise during the implementation process to ensure client satisfaction.
• • Communicate operational changes to the internal team and relay long-term product improvements to the product team.
• • Continuously optimize the onboarding experience by improving workflows, processes, and documentation.
• • Maintain and update onboarding materials, preparing for future team growth.
• • Collaborate with cross-functional teams including Sales, Operations, and Technology to enhance overall service delivery.
• • Contribute to knowledge-sharing by creating support articles and training materials.

Required Skills

• • Strong problem-solving skills with the ability to analyze client needs and create tailored solutions.
• • Excellent communication skills, with the ability to explain complex concepts clearly and simply.
• • Comfortable facilitating live onboarding sessions via Zoom and managing client interactions professionally.
• • Experience in SaaS, technology, professional services, or virtual receptionist industries is a plus.
• • Highly adaptable with a process-driven mindset and strong attention to detail.
• • Technical proficiency in CRM tools, ticketing systems, and cloud-based communication platforms.

Qualifications

• • Bachelor’s degree in Business, Communications, Customer Experience, or a related field.
• • 3+ years of experience in client success, client onboarding, customer service or account management.
• • Experience working with business clients in a B2B environment.
• • 3+ years of experience with HubSpot or other CRM tools.
• • 2+ years of experience with No Code applications such as Zapier.

Additional Information and Instructions

• Our Values:

  • • Growth Mindset; We embrace challenges and see them as opportunities to grow.
  • • Fearless Integrity; We act with honesty and transparency, no matter what.
  • • Execution Excellence; We strive for the highest quality in all our work.
  • • Compassionate Connection; We build meaningful relationships with empathy and respect.
  • • Reliability and Trust; We earn trust by being dependable and responsible.

During the interview process, we’ll ask how you embody these values – be ready to share your experience! Join us today! Step into a role where your expertise will shape the future of our company. Apply now to become a Senior Financial Analyst at Veta Virtual and make a difference!

About Veta Virtual

At Veta Virtual, we’re more than just a service provider. We’re transforming the way businesses manage their operations through innovative solutions! Specializing in supporting businesses of all sizes, we’re committed to delivering excellence and fostering growth.

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