Client Onboarding Specialist

Upfluence•New York, NY

3d•$60,000 - $65,000

About The Position

As the Client Onboarding Specialist, you will report to the Director of Customer Success. The Onboarding Specialist is the client's first stop post-sale and provides an excellent onboarding experience to optimize client retention and maximize engagement and tool utilization. You will make sure the client is able to launch their first campaign from start to finish, giving them a full sense of the Upfluence platform's value and reach.

Requirements

Client's first stop post-sale
Optimize client retention
Maximize engagement and tool utilization
Client able to launch their first campaign from start to finish
Full sense of the Upfluence platform's value and reach
Help clients hit adoption targets within their first 30 and 90 days
Monitor clients' software usage and activity during the onboarding phase
Oversee handover with the Customer Success team

Nice To Haves

Software onboarding as a powerful lever for software retention

Responsibilities

Be Upfluence's software expert, guiding clients seamlessly through their first steps on the platform
Own the client's software adoption, including integrations and features
Own the rollout of AI features to your client base, positioning yourself as their go-to resource for getting the most out of the platform
Learn and test every new software update
Report software bugs or anomalies to the Support team
Qualify the client's objectives and priorities regarding influencer marketing and software usage
Create campaign materials (campaign brief, emails) and set up the client's campaign workflow on the platform
Monitor client software activity during the onboarding phase
Be the client's best ally and guide for their influencer marketing efforts
Stay at the edge of influencer marketing trends and best practices