Service Transition and Client Onboarding Specialist

Summary

Join GoGlobal as a Service Transition & Client Onboarding Specialist and contribute to the seamless onboarding of new clients. You will collaborate with various departments, standardize processes, and ensure exceptional client experiences. This role involves planning and managing client transitions, engaging with clients, maintaining documentation, preparing reports, and analyzing data to improve processes. A minimum of 3 years of relevant experience and a Bachelor's degree are required. Excellent communication, analytical skills, and proficiency with reporting tools are essential. GoGlobal offers a remote work environment, unlimited vacation, wifi cost coverage, and an annual training allowance.

Requirements

• Minimum 3 years of experience in the relevant field
• Bachelor’s Degree/ Post Graduate Diploma/ Professional Degree in Accounting / Finance / Business or equivalent
• Excellent written and verbal communication abilities for effective client and team interactions
• Analytical mindset with attention to detail in tracking progress and identifying improvement opportunities
• Proficiency with reporting tools (e.g., Excel, Google Sheets) and familiarity with project coordination methods
• Self-motivated and eager to learn in a fast-paced environment
• Collaborative team player with a proactive approach to problem-solving
• Customer-focused with a commitment to delivering high-quality service

Responsibilities

• Assist the Service Transition & Client Onboarding Manager in implementing and standardizing onboarding procedures and checklists
• Support the development and maintenance of onboarding processes
• Coordinate with cross-functional teams (e.g., sales, operations, technology) to ensure a smooth onboarding experience for clients
• Track and monitor onboarding progress, identify potential bottlenecks, and work to resolve delays promptly
• Build and maintain positive relationships with clients throughout the onboarding phase
• Act as a liaison between clients and internal teams, addressing inquiries and resolving minor issues promptly
• Support in organizing transition and client onboarding meetings or workshops
• Assist in evaluating and refining onboarding processes to improve efficiency
• Identify opportunities for workflow enhancements
• Ensure onboarding documentation is up-to-date and accessible for relevant stakeholders
• Support in the process audits and reviews to ensure compliance with established standards
• Prepare and maintain reports on onboarding progress, client feedback and performance metrics
• Analyze onboarding data to identify trends and recommend areas for process improvement

Preferred Qualifications

Previous experience in client-facing roles, project coordination, or process improvement is an advantage

Benefits

• Remote work: Embrace flexibility with our remote work environment
• Unlimited vacation: Enjoy unlimited vacation days to rest and recharge at your own pace
• Wifi: Get your home wifi costs covered, ensuring you are always connected
• Annual training: Benefit from an annual training allowance to further your professional development