Client Onboarding Specialist - Temporary
Description
Tyler Technologies is looking to hire a Temporary (16-18 weeks) Client Onboarding Specialist, you will be the primary point of contact for our Onboarding Channel Partners and Merchant Acquiring Clients. Your responsibilities will include:
Responsibilities:
Channel Partner Onboarding:
- Build a strong and pleasant onboarding experience for Channel Partners.
- Direct, assist and train Onboarding Specialists.
- Implement an Onboarding Welcome Packet, including training documents for interface users.
- Proactively monitor and identify key performance indicators (KPIs) for the team.
- Implement, track, and achieve KPIs.
- Create Totango Cadences for Onboarding Experiences.
- Client and Partner Interaction:
- Collaborate with partners and the product team to provide feedback and suggestions for improving our software based on customer needs and usage patterns.
- Work closely with sales and onboarding to identify and address any client concerns or issues during the onboarding process.
- Implement onboarding experience surveys for Sales and Agents.
Training and Documentation:
- Develop video content for product training in the Learning Management System (LMS).
- Manage Onboarding and Training of New Partners and Merchants.
- Create training documentation for onboarding and team.
- Provide client release notes and new product notifications.
- Coordinate with the product development team on training for new products.
- Train Business Development Representatives (BDRs) per standard operating procedures (SOP) for 60 days.
- Coordinate with the Director of Sales for Partner Onboardings.
- Account Management and Support:
- Define customer success stages in Totango, including Onboarding, Adoption, Expansion, and Retention/Advocacy.
- Establish Quarterly Business Reviews (QBRs) for Channel Partners and Acquiring Clients.
- Create digital disbursements and restitution implementation guides.
- Develop System Admin Training from an outline, including roles and responsibilities of user permissions with IT collaboration.
- Oversee Channel Partner/Agent transitions.
- Provide RFS (Request for Service) Coverage during the interim period of Training (60-90 days).
Agent Support:
- Serve as the primary point of contact for Channel Partners and Merchant Acquiring Clients.
- Build rapport and confidence with clients and partners in the servicing and ticketing process.
- Identify improvements within the agent support process.
- Triage and troubleshoot client issues.
- Triage and troubleshoot Channel Partner issues.
- Handle escalated calls/tickets from client support specialists.
- Escalate tickets to direct reports.
- Conduct weekly call monitoring.
- Oversee the Customer Success Queue in Salesforce.
Qualifications:
- BS/BA degree in a related field or equivalent experience is desired.
- External candidates should have a minimum of 5 years of experience managing client accounts or software implementations.
- Strong knowledge of the software life cycle is strongly preferred.
- Excellent planning and organizational skills, with a commitment to follow through until processes are completed.
- Exceptional interpersonal skills, including verbal and written communication, teamwork, and customer service skills.
- Proficiency in using computers and exposure to IT infrastructure components required.
- Strong decision-making and problem-solving skills.
- Strong analytical ability, particularly in a technical environment.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Exceptional conflict management skills.
If you are a results-oriented, highly organized professional with a passion for delivering exceptional customer experiences, we encourage you to apply for the Client Specialist manager position at Tyler.