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The Onboarding Coordinator position plays a key part in the growth of our fastest-growing product, Machinio System—an all-in-one software solution that powers websites and CRMs for dealers in the machinery, marine, and service industries. You will be the main point of contact for newly acquired clients assigned to you, guiding them through website design, data migration, CRM integration, training, and launch, while collaborating with internal teams to refine processes and ensure a seamless onboarding experience. This role offers a great opportunity to join an early-stage team handling a fast-growth product.
Job Responsibility:
Manage end-to-end onboarding for newly acquired clients, acting as their main point of contact
Use internal tools to design client websites, implementing draft revisions based on feedback
Collaborate with the tech team to ensure successful migration of client inventory
Organize and prepare client data for smooth contact imports
Enable CRM integrations and ensure proper functionality for each client
Assign UX reviews and ensure they are completed in a timely and effective manner
Conduct live training sessions to help clients become familiar and confident with the platform
Coordinate domain pointing and launch logistics for each client’s new website and CRM system
Participate in weekly collaboration sessions with the Team Lead to provide progress updates and brainstorm solutions
Maintain a balance between ensuring client satisfaction and achieving internal deadlines and goals
Stay accountable to individual and team objectives, key results, and performance metrics
Requirements:
Highly detail-oriented
Organized
Proactive
Able to manage multiple client onboarding projects from start to finish
Excel at website design and CRM setup
Learn systems and functionalities quickly
Excellent communicator
Based in Central or Eastern Timezones
What we offer:
Remote setup provided
Modern work equipment
Casual, collaborative, fast-paced work environment