Client Onboarding Specialist - Temporary

Client Management/Client Success North Logan, Utah


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.