Synopsis of the role
As a Client On-Boarding Manager, you will play a vital role in overseeing the customer onboarding process, ensuring that customers are set up for success with our products. You will work closely with the Customer Success, Product, and Marketing teams to manage the entire onboarding process.
What you’ll do
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Oversee and manage the customer onboarding process throughout the organization.
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Find solutions for optimizing the customer onboarding process and collaborate with the internal team to implement them.
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Ensure that t on boarding documentation is regularly reviewed and update
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Manage the workload of a team of submitters that ensure accurate and timely boarding process.
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Manage department key performance indicators and ensure targets are met. Implement strategies to achieve the targets.
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Participate in the operational readiness process of the new launch of products and ensure that internal teams are trained.
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Understand customer context, oversee goals, and provide product information to best serve those goals
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Collaborate with the team and create a process to identify and eliminate roadblocks in the way of customers' goals.
What experience you need
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Bachelor’s degree
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Minimum 3 years of experience in a similar role with experience in customer onboarding, communications, customer service and support, sales, account management, or customer success.
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Strong communication skills written and verbal, presentation skills an asset
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Experience with Salesforce and advanced skills in excel/sheets
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Project management experience an asset
What could set you apart:
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Bilingual (English/French)
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Project Management Certification
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Knowledge of Python
We offer comprehensive compensation and healthcare packages, paid time off, and organizational growth potential through our online learning platform with guided career tracks.
Who is Equifax?
At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence.
We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best.
Equifax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
