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Title

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Client Activation Manager

Description

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We are looking for a Client Activation Manager to lead and optimize the onboarding and activation journey for new clients. This role is critical in ensuring a seamless transition from sales to service, driving client satisfaction, and accelerating time-to-value. The ideal candidate will have a strong background in customer success, project management, and cross-functional collaboration. As a Client Activation Manager, you will be responsible for managing the end-to-end activation process, including coordinating internal teams, setting client expectations, and ensuring timely delivery of services. You will serve as the primary point of contact during the onboarding phase, guiding clients through setup, training, and initial usage of our products or services. You will work closely with sales, product, support, and operations teams to ensure that client needs are met and that any issues are resolved quickly. Your ability to communicate effectively, manage multiple projects simultaneously, and maintain a client-centric approach will be key to your success. This role requires a proactive mindset, attention to detail, and a passion for delivering exceptional client experiences. You will also be expected to analyze onboarding metrics, identify areas for improvement, and implement best practices to enhance the activation process. If you are a strategic thinker with a passion for client success and a proven track record in managing onboarding programs, we encourage you to apply.

Responsibilities

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  • Manage the end-to-end client onboarding and activation process
  • Serve as the primary point of contact for new clients during onboarding
  • Coordinate with internal teams to ensure timely delivery of services
  • Develop and maintain onboarding documentation and training materials
  • Monitor onboarding progress and address any client concerns
  • Analyze activation metrics and implement process improvements
  • Ensure a smooth transition from sales to customer success teams
  • Conduct onboarding sessions and product walkthroughs
  • Set clear expectations and timelines with clients
  • Identify and escalate potential risks or delays in the onboarding process

Requirements

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  • Bachelor’s degree in Business, Marketing, or related field
  • 3+ years of experience in client onboarding or customer success
  • Strong project management and organizational skills
  • Excellent communication and interpersonal abilities
  • Ability to manage multiple clients and projects simultaneously
  • Experience with CRM and onboarding tools
  • Proactive problem-solving skills
  • Detail-oriented with a focus on client satisfaction
  • Ability to work cross-functionally with various teams
  • Familiarity with SaaS or technology products is a plus

Potential interview questions

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  • Can you describe your experience managing client onboarding processes?
  • How do you handle onboarding delays or client dissatisfaction?
  • What tools have you used to manage onboarding workflows?
  • How do you ensure a smooth handoff from sales to service teams?
  • Can you provide an example of a successful client activation you led?
  • How do you measure the success of the onboarding process?
  • What strategies do you use to keep clients engaged during onboarding?
  • How do you prioritize multiple onboarding projects at once?
  • Have you ever implemented improvements to an onboarding process?
  • How do you handle communication with difficult or unresponsive clients?