Client Onboarding Specialist

Ontra

6d • Remote

About The Position

Ontra is seeking a Client Onboarding Specialist reporting to our Director, Implementation. We’re looking for someone eager to create a great client experience during post-sale product implementation and onboarding. In the Client Onboarding Specialist role, you will work with clients of our SaaS product solutions, Insight and Ontra Atlas, supporting our fast-growing global client base of private markets clients. If you have a detail-oriented approach and excel at building strong, positive relationships with sophisticated stakeholders, we’d love to get to know you!

Requirements

• Experience: 4+ years of relevant experience in client onboarding, product implementation, and project management, ideally within a B2B SaaS environment; experience working with private markets clients a plus
• Client-Centric Approach: Demonstrated ability to build strong client relationships and prioritize their success.
• Project Management Expertise: Skilled in creating and managing project plans with achievable timelines and clear milestones.
• Proactive Problem Solving: Capable of identifying potential risks and implementing solutions before they impact the client experience.
• Effective Communication: Strong verbal and written communication skills, with the ability to translate complex processes into client-friendly terms.

Responsibilities

• Client Consultation: Serve as the main point-of-contact during the client onboarding process, collaborating with key contacts to understand their needs and tailor implementation plans.
• Project Management: Develop project plans with clear milestones to guide onboarding, ensuring alignment with client goals and internal processes.
• Proactive Communication: Regularly update clients on project progress and achievements, reinforcing the SaaS solution's value and addressing potential issues.
• Cross-Functional Collaboration: Work with Implementation Associates to accurately execute tasks and coordinate with Sales, Product, and Support for consistent client experiences.
• Onboarding Optimization: Enhance client experience by delivering early value and collecting feedback to improve implementation processes.

Benefits

• Remote-first by design, with regular in-person gatherings and hub spaces in NYC, Santa Barbara, and London
• Twice yearly team offsites for in-person collaboration
• Paid flexible time off policy
• Paid parental leave and benefits
• Employer-supported retirement contributions, varying by country
• Monthly phone and internet reimbursement
• Pick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and more
• Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
• Various options for medical, dental, and vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed