Client Onboarding Specialist (Hybrid)

Broadridge•Coppell, TX

13d•$70,000 - $80,000•Hybrid

About The Position

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. As a Client Onboarding Specialist at Broadridge, you will oversee and facilitate the complete onboarding lifecycle, ensuring that each client’s product or service is seamlessly coordinated from its initial planning and installation through to its final deployment.

Requirements

Exceptional Communication: Strong verbal and written skills to make complex topics clear and engaging.
Customer-First Mindset: Ability to anticipate and respond to client needs with empathy and precision.
Technical Proficiency: Comfortable with SaaS platforms, software tools, and technical terminology.
Problem-Solving Aptitude: Analytical thinker who can resolve challenges creatively.
Cross-Functional Collaboration: Experience working effectively with diverse teams.
Adaptability & Agility: Thrive in dynamic, fast-paced environments while managing shifting priorities.

Responsibilities

Lead new clients through end-to-end onboarding, including product tours, demos, and setup.
Ensure clients achieve their desired outcomes quickly and effectively.
Act as the primary point of contact for onboarding clients, removing implementation roadblocks.
Address product-related questions and empower clients with knowledge to succeed.
Serve as a subject matter expert (SME) to help clients understand functionality and business value.
Partner with Sales, Client Relations, and Product teams to align onboarding efforts.
Represent CR during solutioning and support planning phases to manage expectations.
Collect and relay client feedback to influence process improvements and product development.
Develop strong client connections to drive adoption, satisfaction, and retention.
Conduct onboarding sessions, client training, and demos.
Create helpful resources, best practices, and documentation for ongoing success.
Set up accounts in Service Now.
Clearly explain the support model clients will experience post go-live.
Ensure no manual processes are handed over to CR after onboarding.

Benefits

Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

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