Customer Onboarding Manager (MyCase)
To see similar active jobs please follow this link: Remote Customer Success jobs
The Customer Onboarding Specialist provides amazing service that makes our customers love us. The best candidates are great customer relationship builders. The role is to ensure a successful onboarding for new customers as they transition from previous practice management software to MyCase. This is the most important phase of the customer lifecycle, and the Onboarding Manager is responsible for establishing the solid foundation that drives customers’ future successes. Onboarding Managers work in conjunction with - Account Executives to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users of MyCase and value-added services.
This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful Onboarders have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills. New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at MyCase.
What You’ll Do
Master the product through a formal onboarding program and continued learning.
Prepare and lead customer onboarding experience assessing customer needs, and customizing onboarding experience to maximize utilization and delight.
Complete assigned tasks in an organized manner to ensure project deadlines.
Proactive outreach to ensure customer success during their first 90 days post-live.
Provide timely response to customer inquiries via phone and email.
Enhance customer satisfaction by providing distinctive service in all interactions.
Establish a trusted advisor relationship to ensure customer satisfaction.
Utilize Zoom to provide efficient face-to-face customer service.
Utilize SalesForce to manage customer interaction and inquiries.
Partner with Sales, Product and Services teams to define ongoing best practices for onboarding tasks.
Ensure all check-ins and go-live targets are executed on time
All notes & fields are filled in throughout Onboarding for each firm
Serve as a MyCase brand ambassador to create promoters within industry
Represent Onboarding department at offsite meetups and customer conferences with customers and prospects
About You
BA/BS/BE degree required
Exceptional customer relationship building skills
Excellent written and oral communication skills
Strong analytical capabilities for advanced problem-solving
Demonstrable leadership skills
Ability to influence decision-making and change
Highly organized and strong ability to multitask
Have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills
Ability to display good judgment
Ability to work cross-functionally in a fast-paced environment
Ability to follow through on tasks until completed
Ability to develop trusted relationships and find creative solutions
High degree of flexibility
SaaS experience and/or legal experience desired
About the job
Customer Onboarding Manager (MyCase)
To see similar active jobs please follow this link: Remote Customer Success jobs
The Customer Onboarding Specialist provides amazing service that makes our customers love us. The best candidates are great customer relationship builders. The role is to ensure a successful onboarding for new customers as they transition from previous practice management software to MyCase. This is the most important phase of the customer lifecycle, and the Onboarding Manager is responsible for establishing the solid foundation that drives customers’ future successes. Onboarding Managers work in conjunction with - Account Executives to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users of MyCase and value-added services.
This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful Onboarders have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills. New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at MyCase.
What You’ll Do
Master the product through a formal onboarding program and continued learning.
Prepare and lead customer onboarding experience assessing customer needs, and customizing onboarding experience to maximize utilization and delight.
Complete assigned tasks in an organized manner to ensure project deadlines.
Proactive outreach to ensure customer success during their first 90 days post-live.
Provide timely response to customer inquiries via phone and email.
Enhance customer satisfaction by providing distinctive service in all interactions.
Establish a trusted advisor relationship to ensure customer satisfaction.
Utilize Zoom to provide efficient face-to-face customer service.
Utilize SalesForce to manage customer interaction and inquiries.
Partner with Sales, Product and Services teams to define ongoing best practices for onboarding tasks.
Ensure all check-ins and go-live targets are executed on time
All notes & fields are filled in throughout Onboarding for each firm
Serve as a MyCase brand ambassador to create promoters within industry
Represent Onboarding department at offsite meetups and customer conferences with customers and prospects
About You
BA/BS/BE degree required
Exceptional customer relationship building skills
Excellent written and oral communication skills
Strong analytical capabilities for advanced problem-solving
Demonstrable leadership skills
Ability to influence decision-making and change
Highly organized and strong ability to multitask
Have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills
Ability to display good judgment
Ability to work cross-functionally in a fast-paced environment
Ability to follow through on tasks until completed
Ability to develop trusted relationships and find creative solutions
High degree of flexibility
SaaS experience and/or legal experience desired