Customer Onboarding & Operations Manager | 4+ Years of Experience in Client Success, Billing & Account Management
Sofia
Customer Success Manager
$2,800 – $4,020/mo
About
Client Onboarding & Customer Success Manager with 3+ years of experience managing client relationships, onboarding processes, and cross-functional operations in fast-paced environments. I specialize in delivering seamless onboarding experiences, improving client satisfaction, and supporting retention through proactive communication and problem-solving. Throughout my career, I have worked closely with Sales, Operations, and Service teams to ensure alignment, and optimize workflows.
Industry Experience
Utilities (Water, Sewage, etc.)
Freight & Package Transportation
Software Experience
Candidate Information
Availability
Full-Time
Work Arrangement
Remote
English Level
Professional Fluency (B2/C1)
Additional Languages Supported
Spanish
Roles Qualified For
Work Experience
Customer Onboarding Specialist
11/2025 - Presenthttps://www.vervantis.com/
- Led end-to-end onboarding for new and expanding client accounts, ensuring smooth and timely
implementation
- Acted as the main point of contact between clients and internal teams (Sales, Operations, Funding,
Service)
- Coordinated onboarding timelines, deliverables, and expectations to improve client experience
- Proactively identified and resolved onboarding issues, reducing friction during early-stage client
lifecycle
- Supported client retention by ensuring successful adoption of services and strong relationship
management
Executive Assistant
04/2022 - 04/2023https://www.leangroup.com/
- Managed client data and policy information using internal systems
- Reviewed insured losses and supported reporting processes
- Maintained consistent communication with clients and internal teams
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