Client Onboarding Specialist

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Introduction

SalesAPE.ai, a rapidly growing company recognized for its innovative advancements in AI technology, is seeking a Client Onboarding Specialist. If you have a passion for client support and technology, this role, based in the Virgin Islands, offers you an opportunity to transform businesses through AI integration while working in a supportive team.

Company Background

SalesAPE.ai is noted for its commitment to democratizing AI technology for small and medium-sized businesses (SMBs). The company aims to provide tools that empower 93% of all businesses, often overlooked in the tech landscape, to utilize AI in their operations. With significant backing from VCs, SalesAPE.ai leads the way in helping businesses across industries such as construction, automotive, and real estate leverage technology effectively.

Position Overview

As a Client Onboarding Specialist, you will play a vital role in ensuring that clients are properly set up before integration specialists step in. Your primary responsibilities will revolve around assisting clients in configuring essential technical setups, which may include:

• Domain management
• CRM user configuration
• Email setup This position is integral to ensuring that clients’ systems are optimized for seamless integration with SalesAPE.ai products.

Key Responsibilities

In this role, you will take on several noteworthy responsibilities, including but not limited to:

• Assisting clients with domain management tasks, which include adding CNAME records and configuring domain settings.
• Setting up email addresses with appropriate forwarding to ensure streamlined communication.
• Adding users to CRM platforms and configuring user roles, which enhances team productivity.
• Creating custom fields to ensure the client’s domains match specific operational needs.
• Configuring webhooks to guarantee efficient data flow from custom forms.
• Conducting tech setup calls with clients to confirm their workflows before the integration process starts.
• Collaborating closely with Solutions Executives and Customer Success Managers to ensure all pre-integration tasks are completed accurately.
• Documenting all setup processes meticulously to ensure efficiency and accuracy in service delivery.
• Providing clear feedback to clients and internal teams regarding any technical issues encountered.

Required Skills and Qualifications

SalesAPE.ai is looking for someone who is detail-oriented and possesses a set of specific skills that will lead to success in this role. Applicants should have:

• A strong organizational knack, capable of managing multiple tasks simultaneously.
• Self-starter attitude with a proven track record of problem-solving effectively.
• Excellent communication skills, both verbal and written, enabling engagement with clients and team members effectively.
• Ability to work independently while still being a collaborative team player.
• Comfort in handling technical calls and explaining complex concepts in a simple, friendly manner.
• An interest in the evolving AI landscape and how it supports business innovation.

Technical Competencies: A background in technical support or similar client-facing roles is advantageous for applicants. Familiarity with the following is desired:

• DNS records, particularly CNAME records.
• CRM platforms (Salesforce, HubSpot, etc.) and user management tasks.
• Basic email systems and the setup of forwarding functionalities.
• Knowledge of webhooks and data integration processes.
• Basic coding knowledge (HTML, JavaScript) can be a plus but not mandatory.

Salary and Benefits

The job listing does not specify a salary range publicly; however, given the market trend for Client Onboarding Specialists in technology firms, candidates can anticipate competitive remuneration along with potential perks such as flexible working hours, opportunities for professional growth, and a collaborative work environment that emphasizes innovation.

Impact of the Role

This position not only promises a chance to engage directly with clients, but it also lays the groundwork for these businesses to take full advantage of cutting-edge AI technologies. Clients often develop an emotional connection with their tools, viewing them as essential team members. Thus, your role as a Client Onboarding Specialist at SalesAPE.ai directly contributes to the clients' success and satisfaction, leading to transformative impacts on their operations.

Conclusion

If you are enthusiastic about helping clients navigate their tech setups and making a meaningful impact in the world of AI, this position at SalesAPE.ai might just be for you. Apply today to become a key player in driving change within multiple industries while enjoying a stimulating and supportive work environment.

This job offer was originally published on himalayas.app