Client Onboarding Coordinator

Client Onboarding Coordinator

The Client Onboarding Coordinator plays a crucial role in facilitating the successful launch of a new dealer website(s). This position involves a range of responsibilities, including coordinating initial meetings with clients, gathering essential information and requirements, and overseeing the design and development process. The coordinator ensures that all project milestones are met, communicates updates to clients, and addresses any questions or concerns that arise during the onboarding phase.

• Arranging and conducting a client onboarding strategy meeting.
• Creating schedules for clients with a clear timeline of when things are due from or to the client.
• Assisted with the completion of all necessary setup documents.
• Acting as the liaison between the client and all other internal teams.
• Tracking all work and its completion through various company systems.
• Ability to clearly and confidently discuss company or third-party products / tools.
• Completion of multiple quality checks throughout the process. Facilitating the actual "Go Live" of the website and transfer of clients post-launch to the Account Executive Team.
• Highly organized self-starter who quickly adapts to processes and maintains excellent attention to detail.
• Ability to work under pressure and handle multiple projects in different phases.
• Proficient in Word, Excel, and PowerPoint.

Employee Benefits (after a waiting period) :

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