• Conduct onboarding calls to introduce new clients to our platform and ensure they understand key processes.
• Suggest gaps in client communication and write guides on how to navigate the dashboard, track inventory, process orders, and generate reports.
• Manage the team that helps clients in connecting their e-commerce platforms (Shopify mainly) to our system.
Onboarding Pipeline Management
• Track client progress through the onboarding journey and take proactive, personalized steps to keep them moving forward (reminders, follow-ups, troubleshooting).
• Identify and resolve bottlenecks preventing clients from completing setup (e.g., missing integrations, SKU syncing, inbounding).
• Set clear expectations and provide ongoing support to keep clients on track without compromising the quality of their experience.
• Take initiative—if a client is facing a challenge, step in immediately to provide assistance rather than waiting for them to reach out.
• Work closely with the brand success manager, operations manager, and the warehouse team to ensure seamless activation.
Client Support & Issue Resolution
• Be the first point of contact for clients during onboarding, addressing any technical or operational concerns with urgency.
• Troubleshoot common setup issues on the fly and coordinate with internal teams (tech, operations, customer service) for quick resolutions.
• Identify recurring challenges in the onboarding process and suggest improvements to enhance efficiency.
• Maintain a fast response time—clients should feel like they have immediate access to an expert guiding them.