We are looking for a Client Onboarding Specialist to join our team and play a pivotal role in ensuring a seamless and engaging onboarding experience for our clients.

As a Client Onboarding Specialist, you will lead live Zoom onboarding sessions, guide clients through software setup and configuration, help with lead generation, and provide expert support to ensure a smooth transition to our platform. You will be the first point of contact for new users, ensuring they feel supported and empowered to maximize the software’s capabilities.

Responsibilities:

• Provide training to new clients to ensure they effectively adopt our SaaS solutions. Work closely with internal teams to ensure a smooth and successful onboarding experience.
• Establish and maintain long-term relationships with clients, becoming their trusted advisor and ensuring ongoing satisfaction with the product.
• Conduct live Zoom onboarding sessions with clients, providing step-by-step guidance on software setup and best practices.
• Address client questions and concerns in real-time, ensuring clarity and confidence in using the software.
• Assist clients with initial configuration, including user settings, workflow customization, and data migration if applicable.
• Develop and update onboarding materials, including help guides, video tutorials, and FAQs to support clients.
• Act as a key point of contact for clients post-sale, ensuring they are fully supported during the transition period and maximizing product usage.
• Work closely with internal teams to align efforts and ensure clients’ needs are met throughout the sales and onboarding process.
• Identify common onboarding challenges and suggest improvements to enhance the onboarding experience.
• Maintain accurate documentation and reports on client onboarding progress and feedback.

Qualifications:

• 4+ years of experience in sales, with a focus on SaaS products, including client onboarding and post-sale support.
• Proven experience in client onboarding, software training, or customer success, preferably in SaaS or legal/immigration tech.
• Proven ability to deliver product presentations, close deals, and implement sales strategies.
• Experience in building relationships and ensuring client satisfaction throughout the sales process.
• Comfortable leading live training sessions via Zoom and troubleshooting client issues on the spot.
• Ability to manage multiple client onboarding projects simultaneously and meet deadlines.
• Strong understanding of immigration case management processes or experience working with immigration law firms is a plus.
• Excellent communication skills to engage clients both in-person and remotely.
• Strong problem-solving and negotiation skills to overcome customer concerns and close deals effectively
• Familiarity with CRM tools (Salesforce, HubSpot, etc.).

Company:

BUNCH is a service company working for international high-growth tech startup companies that will become the unicorns of the next 5-10 years. Our current clients are based in the US, Europe, and China.

The founding team comes straight from the tech startup space, enabling BUNCH to detect untapped needs of industries like AI, e-Commerce, SaaS, Fintech, Adtech, and others. We utilize lean, agile, counter-bureaucratic processes to build an organization with minimal hierarchy and high specialization.

Please refer to job description.