Client Onboarding Specialist

Posted 2 Days Ago
Hiring Remotely in United States
Remote
Junior
Software
The Role
As a Client Onboarding Specialist, you will lead the implementation of our CRM platform for new clients, ensuring a smooth deployment and providing training and support. You will manage multiple projects, collaborate with internal teams, and continuously improve processes for enhanced client satisfaction.
Summary Generated by Built In

Element451 is the fastest growing CRM Platform in the higher education vertical! We’re the only student engagement CRM provider to leverage AI, student behavior data, and advanced marketing automation to hyper-personalize and scale higher ed student recruitment and enrollment for increased engagement and admissions success.

As Client Onboarding Specialist, you will oversee the deployment of our platform for new clients, ensuring seamless implementation, effective training, and a positive user experience. You will manage multiple projects simultaneously, providing technical and strategic guidance to help clients successfully adopt our solution.

What you'll do: 

  • Project Implementation:
    • Lead the end-to-end implementation process for new college and university clients, from contract signing to product launch.
    • Serve as the primary point of contact for clients during implementation, ensuring their needs are met and challenges are addressed promptly.
    • Collaborate with internal teams—Sales, Product, and Support—to align on project goals and resolve escalations.
    • Continuously evaluate and improve the implementation process to enhance efficiency and client satisfaction.
  • Client Training & Support:

    • Conduct virtual training sessions tailored to client needs, equipping them with the knowledge to use the platform effectively.
    • Provide proactive guidance on best practices and identify opportunities to maximize client adoption of platform features.
    • Create and update user documentation, templates, and resources to support a self-service approach when appropriate.
  • Project Management:

    • Manage 10–14 week implementation timelines for multiple clients (5–16 simultaneously), tracking milestones and deliverables to ensure on-time project completion.
    • Adapt to shifting priorities and client requirements, maintaining focus on delivering exceptional results.

What you'll need: 

  • 2+ years in SaaS, IT or related fields 
  • Bachelor’s degree with equivalent experience.
  • Familiarity with data analytics and configuration
  • Nice to have, Experience in higher education admissions, recruiting, or marketing
  • Exceptionally organized, detail-oriented, logical, and analytical
  • Proven ability to manage multiple implementation projects in parallel, preferably in the software industry
  • Confidence in teaching and supporting clients on data configuration and analytics
  • Exceptional verbal and written communication to foster trust and guide clients effectively
  • Ability to anticipate challenges and proactively find solutions that enhance the client experience
  • Passion for helping clients succeed, ensuring they extract maximum value from our platform


Perks

  • Competitive salary & benefits (Medical, Dental, Vision, Disability & More)
  • 401k plan with 4% employer match available after 3 months of employment
  • Work from home anywhere in the US
  • Paid parental leave
  • Time to Relax - 10 company holidays and 20 days of paid time off
  • Do work that matters and makes a positive impact on students going to college

We are:

Element451 is the fastest growing CRM Platform in the higher education vertical! We’re the only student engagement CRM provider to leverage AI, student behavior data, and advanced marketing automation to hyper-personalize and scale higher ed student recruitment and enrollment for increased engagement and admissions success.

Our values:
Impactful not Immediate
    We prioritize and invest in initiatives that will be most impactful.
Progress before Perfection
    We are action-oriented people. We are empowered to make decisions and achieve our goals.
Learners before Masters
    We are curious and humble people who strive to constantly improve.
Together not Alone
    We rally behind each other and pitch in to support the greater whole.
Customer Success not Support 
    We solve partner goals and prioritize their success.

Element 451 is an equal employment opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If reasonable accommodation is needed to participate in the job application process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources at [email protected]. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The Company
HQ: St, Raleigh, NC
61 Employees
On-site Workplace
Year Founded: 2017

What We Do

Element451 is an advanced student engagement CRM, providing higher ed institutions with a competitive admissions advantage from recruitment to enrollment through the use of AI, student behavior data, and modern marketing automation.

The Element451 CRM leverages millions of behavior-based data insights to reach prospective students where they are -- both in their journey and in their preferred channel. Supporting these insights is a full complement of marketing best practices and AI-driven automation to ensure the right message reaches the right student at the right time. All of the data, analytics and insights are available to the entire admissions team through an intuitive dashboard, simplifying and streamlining reporting and engagement intelligence throughout the entire recruitment and enrollment process

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