[Remote] Onboarding Coordinator (SaaS), North America

Note: The job is a remote job and is open to candidates in USA. Machinio is a fast-moving company transforming the machinery industry through technology, and they are seeking an Onboarding Coordinator to manage the onboarding process for newly acquired clients. This role involves guiding clients through website design, data migration, CRM integration, and training, while collaborating with internal teams to ensure a seamless onboarding experience.

Responsibilities

• Manage end-to-end onboarding for newly acquired clients, acting as their main point of contact throughout the process
• Use internal tools to design client’ websites, implementing draft revisions based on feedback
• Collaborate with the tech team to ensure successful migration of client inventory
• Organize and prepare client data for smooth contact imports
• Enable CRM integrations and ensure proper functionality for each client
• Assign UX reviews and ensure they are completed in a timely and effective manner
• Conduct live training sessions to help clients become familiar and confident with the platform
• Coordinate domain pointing and launch logistics for each client’s new website and CRM system
• Participate in weekly collaboration sessions with the Team Lead to provide progress updates on each project and brainstorm solutions
• Maintain a balance between ensuring client satisfaction and achieving internal deadlines and goals
• Stay accountable to individual and team objectives, key results, and performance metrics

Skills

• Highly detail-oriented
• Organized
• Proactive
• Able to manage multiple client onboarding projects from start to finish
• Excel at website design and CRM setup
• Learn systems and functionalities quickly
• Excellent communicator
• Experience in managing end-to-end onboarding for newly acquired clients
• Ability to use internal tools to design client websites
• Collaborate with tech teams for successful migration of client inventory
• Organize and prepare client data for smooth contact imports
• Enable CRM integrations and ensure proper functionality for each client
• Assign UX reviews and ensure timely completion
• Conduct live training sessions for clients
• Coordinate domain pointing and launch logistics for client websites and CRM systems
• Participate in weekly collaboration sessions with the Team Lead
• Maintain a balance between client satisfaction and achieving internal deadlines and goals
• Stay accountable to individual and team objectives, key results, and performance metrics

Benefits

• Robust benefits package
• Remote setup provided for all team members, along with modern work equipment
• Casual, collaborative, fast-paced work environment and a fun team (we’re cool)
• In-person team events and really fun in-person holiday parties!

Company Overview