2 of 2 Client Onboarding Jobs in Durham

relationship you've built. You're spotting expansion opportunities naturally and helping the team improve its processes over time. What you'll own Customer onboarding and implementation: guiding founders and their teams through share scheme setup on the Vestd platform, from initial configuration through to confident, independent … onto a product that needs configuration or guided setup, this is a must-have for this role.At least 2 years of experience supporting customer onboarding, implementation or lifecycle management in a SaaS business, ideally where the product requires configuration or guided setup Ability to understand and explain complex ...

this role includes hosting kick-off calls to coordinate, plan, and measure the implementation of new clients and ensuring the client is on track with their onboarding process. This includes traveling to meet clients, engaging with their external and internal teams, understanding & documenting their business and technical … requirements, managing the implementation of the Five Sigma platform, and transitioning the client to the Customer Support & Success team. THE ROLE Conduct the project planning activities and manage the execution of large-scale, high-risk, or strategic projects from Initiating to successful go-live on time, scope and budget. ...