Onboarding & Client Success Representative
By RaiseRight At Grand Rapids, MI, United States
Proven experience in a client-facing role, such as customer success, account management, or client services.
Strong organizational and project management skills, with attention to detail and ability to follow through on commitments.
Provide training/demos to clients on how to effectively use our fundraising platform, including system navigation, reporting, and campaign management.
Ability to manage multiple clients simultaneously and prioritize tasks effectively to meet deadlines and deliver exceptional customer experiences.
Conduct basic needs assessments to understand clients' specific fundraising goals, challenges, and requirements.
Excellent interpersonal and communication skills, with the ability to build strong relationships and effectively engage with clients at various organizational levels.
Onboarding Representative Jobs
By Setuply, Inc At United States
Excellent experience with collaboration tools (including Google/Microsoft/Project Management)
Experience with specialized B2B and/or Project management software a plus
Experience driving elements of the product development lifecycle including product vision, go-to-market strategy, and driving requirements
Continue upgrade and updating onboarding and training materials based on feedback and experiences working with Setuply clients.
Exceptional attention to detail, great planning organizational, and communication skills
Excellent research, writing, and editing abilities

Are you looking for a job that allows you to make an impact and help others? We are looking for an Onboarding Representative to join our team and help us create a great experience for our customers. As an Onboarding Representative, you will be responsible for helping customers get started with our product, providing them with the necessary resources and support to ensure their success. If you are passionate about customer service and have a knack for problem-solving, this could be the perfect job for you!

Overview The Onboarding Representative is responsible for providing a smooth onboarding experience for new employees. This includes providing information and support to new hires, ensuring that all necessary paperwork is completed, and helping new hires become familiar with the company's policies and procedures. Detailed Job Description The Onboarding Representative is responsible for providing a positive onboarding experience for new employees. This includes providing information and support to new hires, ensuring that all necessary paperwork is completed, and helping new hires become familiar with the company's policies and procedures. The Onboarding Representative will also be responsible for coordinating with other departments to ensure that new hires have access to the resources they need to be successful. Job Skills Required
• Excellent communication skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Knowledge of onboarding processes and procedures
• Knowledge of HR policies and procedures
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in Human Resources, Business Administration, or related field
• At least two years of experience in Human Resources or related field
• Knowledge of onboarding processes and procedures
• Knowledge of HR policies and procedures
• Proficiency in Microsoft Office Suite
Job Knowledge
• Knowledge of onboarding processes and procedures
• Knowledge of HR policies and procedures
• Knowledge of employment laws and regulations
• Knowledge of employee benefits
Job Experience
• At least two years of experience in Human Resources or related field
• Experience in customer service or related field
• Experience in onboarding new employees
Job Responsibilities
• Coordinate with other departments to ensure that new hires have access to the resources they need to be successful
• Ensure that all necessary paperwork is completed and filed correctly
• Provide information and support to new hires
• Help new hires become familiar with the company's policies and procedures
• Assist with onboarding activities, such as orientations, training, and onboarding events
• Monitor onboarding progress and provide feedback to management
• Maintain accurate records of onboarding activities