Customer Onboarding - Voice / Blended

Role Summary:
As a Customer Onboarding Specialist - Voice/Blended, you will be the first point of contact for new clients, guiding them through the onboarding process and ensuring a smooth transition to our services. You will handle inbound and outbound calls, emails, and other communication channels to address client queries, explain our offerings, and set up their accounts. Your goal is to create a positive initial experience, foster strong relationships, and contribute to client retention.

Key Responsibilities:

Onboard new clients by explaining service offerings, pricing, and operational procedures.

Handle inbound customer inquiries via phone, email, and chat regarding onboarding and service setup.

Conduct outbound calls to follow up with clients, gather necessary documentation, and ensure timely completion of onboarding tasks.

Educate clients on using our platform, tools, and services effectively.

Troubleshoot and resolve basic onboarding-related issues, escalating complex problems to the appropriate teams.

Maintain accurate client records and update CRM systems with onboarding progress and interaction details.

Collaborate with sales, operations, and technical support teams to ensure a seamless client experience.

Provide feedback to management on the onboarding process and client concerns.