Client Onboarding Specialist

About the Client Onboarding Specialist Position

Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client Onboarding Specialist partners with new DESTINI customers to execute a pre-packaged onboarding plan and deliver world-class customer service for end-users. During onboarding, you will be responsible for:

  • Conducting weekly working sessions with the client
  • Providing expert product knowledge to guide client decisions with Beck Tech provided data
  • Managing project execution against detailed schedule to meet deadlines
  • Coordinating internal resources to configure reports and technical support to end-users

As a Client Onboarding Specialist, you will work as part of a highly collaborative internal team focused on exploring and finding creative solutions to meet our users’ needs. At Beck Technology, our goal is to create long-lasting partnerships, and our Onboarding team plays a significant role in making sure our customers have a great experience. Successful onboarding sets the client up for long-term success by establishing an excellent foundation for their continued adoption and use of the DESTINI Suite of products.

Some travel may be required (5-10%) to visit client sites.??


Although this position is based in Dallas, Texas, we have a hybrid work environment and support flexible and full-time remote team members. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. This role will report to the Team Lead: Implementation.


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