We are seeking an Operations Onboarding Specialist to guide new clients through the onboarding journey. The role involves acting as a trusted advisor, monitoring progress, identifying opportunities for optimization, and analyzing data.
Key Responsibilities
1. Client Onboarding: Develop and execute onboarding plans, coordinate cross-functional resources, and assist clients with setup of procurement platforms.
2. Client Success & Retention: Maintain a portfolio of onboarded clients, act as ongoing success manager, establish regular check-ins, monitor client engagement, build value cases for upsell/adoption, and drive renewal conversations.
3. Purchasing/Consumption Analysis & Insights: Use procurement/transaction data to generate meaningful reports and insights for clients and internal stakeholders.
4. Process Improvement & Best Practice: Capture feedback, refine onboarding and success process, collaborate with internal teams to streamline workflows, contribute to customer enablement assets, and benchmark against best practices.
About the Role
* Experience in client onboarding, client success, account management, or implementation roles (ideally in B2B/SaaS/services).
* Strong project management skills - able to manage multiple clients, deadlines, cross-functional dependencies.
* Quantitative/analytical skills - comfortable working with procurement or financial data, spreadsheets, dashboards.
* Customer-centric mindset with strong interpersonal skills, ability to build trust and influence.