Remote Onboarding Manager
Panoptyc
πRemote - Philippines
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Job highlights
Summary
Join our team as an Onboarding Manager and lead the optimization of our onboarding processes, ensuring smooth and efficient onboarding of new clients and locations.
Requirements
- Bachelorβs degree in Business Administration, Project Management, Operations, or a related field
- Proven experience in client onboarding, customer success, or process management, preferably in a fast-paced environment
- Strong organizational and multitasking skills, with the ability to manage multiple onboarding projects simultaneously
- Excellent communication and leadership abilities, with a talent for motivating and developing teams
- Strong analytical and problem-solving skills, with a data-driven approach to improving the onboarding process
- Experience with onboarding software, CRM systems, or project management tools
- Ability to thrive in a dynamic, fast-paced, and customer-focused environment
- Commitment to delivering an exceptional customer experience and continuous improvement
Responsibilities
- Manage and oversee the end-to-end onboarding process for new clients and locations, ensuring all steps are completed smoothly and on time
- Collaborate with Sales and Loss Prevention to coordinate the delivery of services to new locations
- Lead the Onboarding team, ensuring they are adequately trained, resourced, and equipped to provide an exceptional client onboarding experience
- Develop and implement onboarding strategies to optimize the client experience, streamline processes, and reduce time to activation
- Monitor key performance indicators (KPIs) related to onboarding efficiency, customer satisfaction, and operational success, ensuring targets are met or exceeded
- Work with cross-functional teams, including Fulfillment and Loss Prevention, to troubleshoot any onboarding issues and drive continuous improvement
- Own the process for resolving onboarding-related service disruptions and work closely with internal teams to address and resolve any roadblocks
- Build and maintain strong relationships with clients during the onboarding phase to ensure their needs are met and expectations exceeded
- Provide ongoing coaching, training, and support to the Onboarding team to ensure continuous improvement and high performance
- Implement quality control measures to ensure accuracy and consistency in the onboarding process
- Stay up to date on onboarding best practices and industry trends to continually refine and improve processes
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