What are the responsibilities and job description for the Client Onboarding Manager position at SoftPoint LLC?
Job Overview
The Client Onboarding Manager is responsible for managing the end-to-end onboarding experience for new clients. This role ensures a seamless transition from sales to implementation, guiding clients through setup, training, and adoption of SoftPoint’s products and services. The ideal candidate is detail-oriented, highly organized, and passionate about building strong client relationships.
Key Responsibilities
- Serve as the primary point of contact for new clients during the onboarding phase
- Coordinate internal teams (Sales, Product, Support, Finance) to ensure all onboarding tasks are completed accurately and on schedule
- Develop and manage onboarding plans customized to each client’s needs and timeline
- Conduct kickoff calls, platform demos, and training sessions for client teams
- Monitor onboarding progress, identify challenges early, and drive proactive solutions
- Document processes and maintain up-to-date client records in CRM systems
- Gather feedback and insights to improve onboarding workflows and client satisfaction
- Collaborate with the Client Success team to ensure a smooth handoff once onboarding is complete
Qualifications
- Bachelor’s degree in Business, Communications, or related field (or equivalent experience)
- 3–5 years of experience in client onboarding, account management, or implementation
- Strong project management and organizational skills
- Excellent communication and presentation abilities
- Comfortable working cross-functionally and managing multiple client projects at once
- Experience in SaaS, fintech, or tech services preferred
- Experience with Restaurant Management solution required
Pay: $75,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $75,000 - $80,000