Service Onboarding Specialist

Therapy Flow Programs - Cambridge, MA

Full-time

Cambridge, MA

About the position

The Service Onboarding Specialist at Therapy Flow plays a crucial role in guiding new clients through their initial setup process, ensuring they maximize the value of the services offered. This position requires technical expertise, particularly with the GoHighLevel CRM, and involves assisting clients with digital marketing basics such as Google Ads and SEO. The specialist will serve as the primary point of contact for new clients, focusing on client satisfaction and efficient onboarding processes.

Responsibilities

• Assist new clients with setting up their CRM according to Therapy Flow's setup standards.
• Provide basic support and education on Google Ads and SEO to clients, ensuring they know what to expect.
• Help prepare clients' CRM accounts and service strategies.
• Answer domain and hosting-related questions, providing guidance on connecting domains, setting up forwarding, and basic troubleshooting.
• Serve as a primary point of contact for new clients during their onboarding process, scheduling and conducting onboarding calls as needed.
• Maintain immediate contact and availability to ensure a speedy onboarding and hand-off to other team members.
• Track client onboarding progress, ensuring a timely and consistent cycle, and maintain detailed records.
• Collaborate with internal teams to improve the onboarding process, contributing to overall client satisfaction and success.

Requirements

• 2+ years of experience in customer support, onboarding, or a related field.
• Proficiency with GoHighLevel CRM and general knowledge of Google Ads and SEO.
• Technical skills related to domain, hosting, and setup.
• Strong problem-solving abilities and tech-savviness with a proactive, can-do attitude.
• Excellent communication skills, both written and verbal, to ensure clear client interactions.
• High attention to detail and organization, with the ability to manage multiple client setups simultaneously.
• A passion for delivering outstanding service and helping clients achieve their business goals.