Manager - Client Onboarding

Aesthetix CRM, a leading provider of customer relationship management solutions for aesthetic practices, is seeking a dedicated and experienced Client Onboarding Manager to join our team. As a Client Onboarding Manager, you will be responsible for ensuring that our clients have a seamless onboarding process and a successful transition into using our software solutions. You will work closely with clients to understand their specific needs, manage onboarding tasks, and provide ongoing support and training to ensure their success. Individuals with a high sense or urgency and project management experience will thrive in this role.

Responsibilities

• Manage the onboarding process for new clients, including conducting up to 4 client meetings, gathering requirements, and setting expectations.
• Develop and maintain standard onboarding processes and documentation.
• Collaborate with cross-functional teams, including sales, product, and support, to...

We are Two Circles. We grow audiences and revenues. We do that by knowing fans best. We work with clients to help them understand & influence what their fans are doing – the way fans spend their money, the events that fans attend, the channels fans respond to, the content fans watch and more. And we use the understanding this gives us to help our clients grow. Grow their audiences and grow their revenues - both direct to consumer and business to business revenues. Our platforms and services are trusted by over 900 clients globally, including the English Premier League, Red Bull, UEFA, VISA, the NFL, Nike and Amazon. We are almost 1000 people, based out of 14 offices, and we deliver work for sports and entertainment businesses of all shapes and sizes all over the world

Kore is a fan, partnership and revenue intelligence platform for the sports & entertainment...

About FINTRX

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.

About the role

Onboarding and Implementation is a crucial and foundational part of our customers’ journey with FINTRX. You will be the first team member that our Growth & Core customers will engage with in their customer journey with FINTRX. We aim to design and iterate on an easy and seamless onboarding and implementation experience, helping our customers leverage the often complex nature of the outputs and jobs to be done with FINTRX.

To successfully onboard a customer,...

Aesthetix CRM, a leading provider of customer relationship management solutions for aesthetic practices, is seeking a dedicated and experienced Client Onboarding Manager to join our team. As a Client Onboarding Manager, you will be responsible for ensuring that our clients have a seamless onboarding process and a successful transition into using our software solutions. You will work closely with clients to understand their specific needs, manage onboarding tasks, and provide ongoing support and training to ensure their success.

Responsibilities

• Manage the onboarding process for new clients, including conducting kickoff meetings, gathering requirements, and setting expectations.
• Develop and maintain standard onboarding processes and documentation.
• Collaborate with cross-functional teams, including sales, product, and support, to ensure a smooth transition for clients.
• Provide training and support to clients to help them optimize...