Client Activation Specialist, Lion Holdings
About The Position
The Client Activation Specialist is responsible for onboarding new clients, ensuring seamless product setup, and driving initial user engagement. This role bridges the gap between sales and long-term customer success by troubleshooting issues, providing training, and coordinating deliverables. The Client Activation Specialist acts as the client's trusted advisor, providing support, guidance, and technical expertise to leverage the organization's products or services to achieve business objectives. This role provides customer training and onboarding to facilitate smooth product adoption and build a strong customer relationship foundation. The Client Activation Specialist proactively identifies customer needs and challenges and utilizes extensive product knowledge and problem-solving skills to develop solutions and resolve concerns. This role coordinates with internal teams to develop resources, solutions, and tools to improve customer experience, engagement, and outcomes while delivering feedback and advocating for solutions and product enhancements to meet the needs of customers and ensure satisfaction and retention.
Requirements
- 7+ years of customer success, client onboarding, or client activation experience is required.
- Exceptional verbal and written communication skills to clearly convey technical instructions and build a welcoming initial experience.
- Strong project management skills with the ability to handle multiple client accounts at various stages of implementation.
- Proactive mindset to quickly diagnose and solve technical or process-related roadblocks.
- Deep understanding of the company's offerings to accurately guide clients and anticipate their needs.
Nice To Haves
- Bachelor's degree in Business Administration or a related field preferred
Responsibilities
- Guiding new clients through account setup, software installation, or service provisioning from day one.
- Educating clients on key features to maximize their return on investment and ensure active usage.
- Working alongside Sales, Product, and Technical Support teams to resolve bugs, streamline workflows, and optimize the user experience.
- Monitoring onboarding completion rates, addressing client pain points, and documenting progress within CRM software.
Benefits
- Salary + Competitive Commission Structure
- Performance-Based Bonus
- Comprehensive Benefits Package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
