Customer Onboarding Manager - Software

The CustomerOnboarding Manager, Software provides amazing service that makes our customers love us. The best candidates are great customer relationship builders. The role is to ensure a successful onboarding for new customers as they transition from previous practice management software to AffiniPay's MyCase product. This is the most important phase of the customer lifecycle, and the Onboarding Manager is responsible for establishing the solid foundation that drives customers’ future successes. Onboarding Managers work in conjunction with - Account Executives to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly and become daily users of MyCase and value-added services.

This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful Onboarders have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills. New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at AffiniPay.

What You’ll Do…

• Master the product through a formal onboarding program and continued learning.

• Prepare and lead Customer Onboarding experience assessing customer needs, and customizing onboarding experience to maximize utilization and delight.

• Complete assigned tasks in an organized manner to ensure project deadlines.

• Proactive outreach to ensure customer success during their first 90 days post-live.

• Provide timely response to customer inquiries via phone and email.

• Enhance customer satisfaction by providing distinctive service in all interactions.

• Establish a trusted advisor relationship to ensure customer satisfaction.

• Utilize Zoom to provide efficient face-to-face customer service.

• Utilize SalesForce to manage customer interaction and inquiries.

• Partner with Sales, Product and Services teams to define ongoing best practices for onboarding tasks.

• Ensure all check-ins and go-live targets are executed on time

• All notes & fields are filled in throughout Onboarding for each firm

• Serve as a MyCase brand ambassador to create promoters within industry

About You…

• BA/BS/BE degree required

• Exceptional customer relationship building skills

• Excellent written and oral communication skills

• Strong analytical capabilities for advanced problem-solving

• Demonstrable leadership skills

• Ability to influence decision-making and change

• Highly organized and strong ability to multitask

• Have a passion for leading and helping others, operational agility and a blend of technical and interpersonal skills

• Ability to display good judgment

• Ability to work cross-functionally in a fast-paced environment

• Ability to follow through on tasks until completed

• Ability to develop trusted relationships and find creative solutions

• High degree of flexibility

• SaaS experience and/or legal experience desired

Additional Information

The pay range for this position is between $50,000 - $57,000 annually. AffiniPay is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.  This position is non-exempt and eligible for overtime.