Onboarding Specialist
LawLabs Inc. is a dynamic team dedicated to enhancing the property closing experience through technology. The Onboarding Specialist will develop and deliver training sessions for new clients, ensuring successful onboarding and promoting long-term client satisfaction through effective relationship management.
Responsibilities
- Develop and deliver engaging training for new clients, both virtually and in person, tailored to their specific sales needs
- Facilitate webinars and one-on-one training sessions to enhance new client retention and usage of the software
- In collaboration with Customer Success and Marketing teams, supporting the creation of comprehensive training materials as needed including PPT presentations
- Collaborate with Account Executives in the onboarding process for new clients to ensure streamlined and effective onboarding
- Pursuing professional development opportunities to enhance training skills and industry knowledge
- Develop and nurture relationships with new clients to promote retention, including follow-ups after their initial training sessions
- Leverage training and outreach efforts to enhance these connections, driving both sales and long-term loyalty
- Assist clients in overcoming obstacles to successfully close deals (reach 8 files)
- Collaborate with the sales team to align training initiatives with overall sales strategies
- Reporting any in-app issues, feedback, client requests, or clean-up items to the Development Team
- Monitor client progress throughout the sales cycle (up to 8 files) and provide actionable feedback to ensure continuous improvement
- Analyze training effectiveness and adjust methodologies based on client feedback and sales outcomes
- Report on sales activities and outcomes related to training sessions
- Attend bi-weekly 1:1 meetings with your direct leader to discuss progress, challenges, and strategy alignment
- Participate in companywide bi-weekly meetings, trainings, in-person team meetings or development sessions and daily team standups
Skills
- Develop and deliver engaging training for new clients, both virtually and in person, tailored to their specific sales needs
- Facilitate webinars and one-on-one training sessions to enhance new client retention and usage of the software
- In collaboration with Customer Success and Marketing teams, supporting the creation of comprehensive training materials as needed including PPT presentations
- Collaborate with Account Executives in the onboarding process for new clients to ensure streamlined and effective onboarding
- Pursuing professional development opportunities to enhance training skills and industry knowledge
- Develop and nurture relationships with new clients to promote retention, including follow-ups after their initial training sessions
- Leverage training and outreach efforts to enhance these connections, driving both sales and long-term loyalty
- Assist clients in overcoming obstacles to successfully close deals (reach 8 files)
- Collaborate with the sales team to align training initiatives with overall sales strategies
- Reporting any in-app issues, feedback, client requests, or clean-up items to the Development Team
- Monitor client progress throughout the sales cycle (up to 8 files) and provide actionable feedback to ensure continuous improvement
- Analyze training effectiveness and adjust methodologies based on client feedback and sales outcomes
- Report on sales activities and outcomes related to training sessions
- Attend bi-weekly 1:1 meetings with your direct leader to discuss progress, challenges, and strategy alignment
- Participate in companywide bi-weekly meetings, trainings, in-person team meetings or development sessions and daily team standups
Company Overview