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- Tasks: Help new customers onboard smoothly and ensure their long-term success.
- Company: Join a dynamic team in London focused on customer satisfaction and innovative solutions.
- Benefits: Enjoy a hybrid work model with 3 days onsite and 2 days remote, plus great perks.
- Why this job: Be part of a collaborative culture that values empathy, equality, and inclusion while making an impact.
- Qualifications: 2+ years in marketing or client-facing roles; strong relationship-building and problem-solving skills required.
- Other info: Opportunity to work with cutting-edge MarTech platforms and grow your professional network.
The predicted salary is between 36000 - 60000 £ per year.
Location: London, UK (3 days onsite, 2 days WFH)
12 months contract
Responsibilities:
- Monitor onboarding health across new customers to ensure we are fast-tracking value and setting customers up for long term success
- Define business objectives with customers and identify a plan for their success
- Adapt processes to provide a tailored onboarding experience and meet customer needs
- Contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion
- Identify opportunities to recommend necessary services and service partners to help meet new customer onboarding and implementation milestones
- Track and reach key implementation milestones
- Identify, capture and escalate implementation risks that could lead to churn or a failed implementation
- Train customers and provide progressive guidance throughout the implementation and launch process
- Partner with other customer facing teams to optimize customer hand-offs and improve the customer experience
- Proactively surface customer risk, successes and challenges, providing potential solutions or plan for risk mitigation
- Build and foster relationships with key decision makers and stakeholders
- Ability to promote the growth of your install base by uncovering, scoping, and qualifying opportunities
Skills:
- 2+ years with marketing and/or advertising campaigns and strategy (ideally digital or display advertising)
- 2+ years experience in a customer or client facing role (i.e. B2B Marketing Sales, Customer Success, Account Management)
- Experience running onboarding and implementation activities to help customers adopt and utilize products or services
- Solid understanding of MarTech (experience using MarTech platforms is ideal)
- Strong track record managing a portfolio of accounts, with an emphasis on driving client adoption
- Business savvy with consultative, problem solving, and issue resolution skills
- It's easy for you to build and maintain relationships, manage expectations, and identify issues that require escalation
- Exceptional interpersonal skills; you have the unique ability to talk technical details and business strategy in the same conversation
- Patience and enthusiasm for explaining complex concepts to a diverse audience
- Entrepreneurial mindset - you thrive balancing independence and accountability
- Ability to listen hard and change fast to meet changing business objectives and requirements
Bonus points for:
- Experience working with self-service SaaS solutions
- Experience working in a team-oriented, collaborative environment
- Knowledge of market and competitive landscape
- Knowledge of CRM and Customer Success platforms
Client Onboarding Specialist employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Specialist
✨Tip Number 1
Familiarise yourself with MarTech platforms and SaaS solutions, as these are crucial for the role. Consider taking online courses or certifications to boost your knowledge and demonstrate your commitment to potential employers.
✨Tip Number 2
Network with professionals in the customer success and onboarding space. Attend industry events or join relevant online communities to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully onboarded clients in the past. Highlight your problem-solving skills and ability to adapt processes to meet customer needs, as these are key aspects of the role.
✨Tip Number 4
Showcase your interpersonal skills by practising how to explain complex concepts clearly and concisely. This will be essential during interviews, especially when discussing technical details with non-technical stakeholders.
We think you need these skills to ace Client Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly in onboarding and implementation activities. Use specific examples that demonstrate your ability to drive client adoption and manage a portfolio of accounts.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, such as your experience with MarTech platforms and your consultative problem-solving abilities.
Showcase Your Interpersonal Skills: Since the role requires exceptional interpersonal skills, provide examples in your application that illustrate your ability to build relationships and communicate complex concepts effectively. This could be through past experiences or specific achievements.
Highlight Your Adaptability: Demonstrate your entrepreneurial mindset and ability to adapt to changing business objectives. Include instances where you successfully navigated challenges or changed processes to meet customer needs, showcasing your proactive approach.
How to prepare for a job interview at Morgan McKinley
✨Showcase Your Customer-Centric Approach
As a Client Onboarding Specialist, it's crucial to demonstrate your ability to empathise with customers. Prepare examples of how you've successfully tailored onboarding experiences in the past, focusing on customer needs and long-term success.
✨Highlight Your Problem-Solving Skills
Be ready to discuss specific challenges you've faced in previous roles and how you resolved them. This will showcase your consultative skills and ability to manage expectations while driving client adoption.
✨Demonstrate Your Technical Knowledge
Familiarise yourself with MarTech platforms and any relevant tools mentioned in the job description. Be prepared to discuss how you've used these technologies to enhance customer onboarding and implementation activities.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle real-life situations, such as managing customer risks or escalating issues. Think of scenarios where you've successfully navigated similar challenges and be ready to share those stories.
