In this role, you will guide clients through our structured onboarding process, ensuring they adopt INNERGY effectively and achieve measurable business value early in their journey.
Key Responsibilities
Client Onboarding: Manage the onboarding process for recent clients by setting transparent expectations, defining milestones, and tracking progress against onboarding goals.
Education & Enablement: Support client education by integrating learning prospects into onboarding and collaborating with the Content Creation team to prioritize and request the training resources clients need most.
Process Monitoring: Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early.
Client Motivation: Keep clients engaged and motivated throughout onboarding,
encouraging adoption of INNERGY processes and best practices.
Communication: Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility.
Problem Solving: Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track.
Feedback Loop: Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities.
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📌 Onboarding Specialist Sydney
🏢 Doist
📍 Sydney
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