Client Onboarding and LMS Specialist
CrewBloom
📍Remote - Philippines
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Job highlights
Summary
Join our dynamic team as a Client Onboarding and LMS Specialist, responsible for training clients, managing ongoing account needs, and handling customer service tasks.
Requirements
- Proven experience in client onboarding, training, or account management, preferably within a SaaS or LMS environment
- Understanding of LMS platforms and their functionalities
- Excellent communication and presentation skills, with the ability to engage and educate diverse audiences
- Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously
- Proficiency in using CRM and LMS software, as well as Microsoft Office Suite
- Ability to work independently and as part of a collaborative team
- Problem-solving skills and a customer-centric approach
Responsibilities
- Lead the onboarding process for new clients, ensuring a smooth transition onto the LMS platform
- Customize onboarding plans to meet the specific needs and goals of each client
- Conduct training sessions for clients and their employees on the use of the LMS platform
- Develop and maintain training materials, including user guides, tutorials, and video content
- Provide ongoing support and troubleshooting assistance to clients to address any issues or questions
- Prepare and deliver live demonstrations of the LMS platform to prospective clients and existing users
- Tailor demos to highlight features and benefits relevant to each client’s needs
- Build and maintain strong relationships with clients, serving as their primary point of contact
- Monitor client satisfaction and proactively address any concerns or feedback
- Manage and track client accounts, ensuring timely follow-ups and resolution of any issues
- Generate regular reports on client usage and performance metrics
- Analyze data to identify trends, opportunities for improvement, and areas of concern
- Answer client inquiries and provide support via inbound calls, emails, and other communication channels
- Handle general customer service tasks as needed, including addressing and resolving issues or complaints
- Serve as a backup for the customer service team, ensuring continuous support coverage
- Stay updated on LMS platform updates, industry trends, and best practices
- Collaborate with the product and development teams to provide client feedback and contribute to platform enhancements
Benefits
- Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment
- Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best
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