Onboarding Specialist

4 weeks ago


London, United Kingdom Klaviyo Full time

Onboarding Specialists play a key role in setting up our customers for long-term success with Klaviyo. Our Onboarding Specialists are the first point of contact for new customers, guiding them through their first 30 to 90 days to ensure a successful implementation of the Klaviyo platform, delivering fast time to value and a solid foundation upon which to build their marketing and growth strategy. This includes designing customer implementation plans, providing proactive, 1:1 support that is critical to driving strong product adoption, eliminating friction for our user base, and establishing long-lasting relationships with our customers.

**Duties/Responsibilities**:

- Own customer relationships from post-sale through successful "go live" in the first 30 to 90 days, onboarding multiple new clients at a time to set them up for long-term success
- Develop implementation project plan to help customers build out their initial use cases and achieve their immediate business goals, tracking progress and holding customer and internal stakeholders accountable to meeting key onboarding milestones
- Advise customers on best practices to achieve fast time-to-value, including guidance on product set-up and configuration, testing, and performance analysis
- Provide support and strategic advice on both technical and non-technical related questions (e.g: deliverability, marketing, sales, setup questions)
- Proactively monitor customer dashboards and onboarding success metrics to identify at-risk accounts and prioritize engagement across customer portfolio
- Address any open issues and retention risk through creative problem solving, and act as a point of escalation facilitating action planning and resolution across teams (e.g., Support, Sales)

**Required Skills/Abilities**:

- Excellent organizational and project management skills with track record of driving outcomes on time
- Strong analytical and creative problem solving skills
- Excellent interpersonal skills with ability to manage customer expectations and relationships
- Excellent time management skills with a proven ability to prioritize tasks and meet deadlines
- Ability to identify and mitigate risk
- Comfortable developing technical knowledge with demonstrated ability to learn and adapt to evolving technology
- Thrives in a collaborative, fast-paced, and quickly changing environment
- Proficient with: Microsoft Office Suite, G-Suite, Google Sheets, PowerPoint

**Education and Experience**:

- Fluent in French (written and spoken)
- 2-3+ years of customer success or customer onboarding / implementation experience with a track record for building and nurturing relationships across multiple accounts at a time
- Experience understanding customer goals and explaining how to reach key objectives using software
- Experience managing customer relationships through Salesforce, Gainsight, or similar CRMs
- Experience in marketing technology and advising customers on marketing strategy a plus

**Get to Know Klaviyo**

We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.
- You can find our Job Applicant Privacy Notice _here_._



  • London, United Kingdom Carr Lyons Search and Selection Full time

    As an Onboarding Specialist AVP you will be responsible for: - Aiding in the onboarding and KYC screening of high risk FI clients. - Co-ordinating responses to KYC requests - Corodinating between internal teams - Day-to-day KYC and specialist onboarding duties


  • London, United Kingdom Expedia Partner Solutions Full time

    Onboarding & Maintenance Specialist The Onboarding and Maintenance Specialist is a member of the Core-OTA Onboarding & Maintenance team, part of Core-OTA Connectivity and Solutions, and works with our API-connected strategic partners and vacation rental property managers to enable their properties on the Expedia Group platform. The Onboarding & Maintenance...


  • London, United Kingdom Element Materials Technology Full time

    Element has an opportunity for a newCustomer Onboarding Specialistto join our team in Edinburgh. This is a great opportunity to join one of the fastest growing companies in the Testing, Inspection and Certification sector.Our Customer Onboarding Specialist will report to the Credit Control Team Leader and will be responsible for the primary support of the...


  • London, United Kingdom Goodman Masson Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for:Responsible for front to back Onboarding of new and existing clientsClient case management, including updates and query...


  • London, United Kingdom Ad Idem Consulting Full time

    Job Description Trading Counterparty Onboarding Specialist: Our client is a global trading firm dealing in Equities, Fixed Income, Derivatives, ETFs, Commodities, FX and Crypto Currencies. This team is responsible for managing all counterparty onboarding processes from front-to-back to facilitate new trading activity and to improve existing trading...


  • London, United Kingdom Oliver James Associates Full time

    **Onboarding Specialists: **- What you'll do_ - Work with the Sales team to complete the CDD, KYC/KYB review in order to onboard business clients. - Assess KYC/KYB details, such as document verification, ownership structures, payment flows, and identify UBO information - Accurately record information in systems and escalate any anomalies or errors - Ensure...


  • London, United Kingdom Goodman Masson Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for:Responsible for front to back Onboarding of new and existing clientsClient case management, including updates and query...


  • London, United Kingdom Goodman Masson Remote Work Freelance Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clientsClient case management, including updates and query...


  • London, United Kingdom Goodman Masson Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...


  • London, United Kingdom Goodman Masson Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...


  • London, United Kingdom Goodman Masson Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...


  • London, UK, United Kingdom Goodman Masson Full time

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...


  • London, United Kingdom Turtl Full time

    Turtl is an exciting software company with more than 300 customers around the world and 120+ employees based in London and Boston. Our software enables anyone to create, personalize, publish and track digital documents - with no need for specialist design or coding skills. Turtl is used by businesses of all sizes, from small organizations to big names, such...


  • London, United Kingdom DRW Full time

    Counterparty Onboarding Specialist Job LocationLondonEmployment typeRegularDepartmentOperationsTargeted Start DateImmediate DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. We value autonomy and the ability to quickly pivot to...


  • London, United Kingdom Turtl Full time

    Turtl is an exciting software company with more than 300 customers around the world and 120+ employees based in London and Boston.Our software enables anyone to create, personalize, publish and track digital documents - with no need for specialist design or coding skills. Turtl is used by businesses of all sizes, from small organizations to big names, such...

  • Hotel Onboarding

    4 weeks ago


    London, United Kingdom Expedia Partner Solutions Full time

    Hotel Onboarding & Maintenance Specialist The Hotel Onboarding and Maintenance Specialist is a member of the Core-OTA Onboarding & Maintenance team, part of Core-OTA Connectivity and Solutions, and works with our API-connected strategic partners and vacation rental property managers to enable their properties on the Expedia Group platform. The Hotel...

  • Onboarding Specialist

    1 month ago


    London, United Kingdom NatWest Group Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us as an Onboarding Specialist - We’re looking for someone who is...


  • London, United Kingdom Goodman Masson Full time €60,000

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...


  • London, United Kingdom Goodman Masson Full time €60,000

    We currently require a Client Onboarding Specialist to join an Investment banking client of ours on a 6 month contract with the chance to become permanent. Based in central London working on a hybrid basis. You will be responsible for: Responsible for front to back Onboarding of new and existing clients Client case management, including updates and query...


  • London, United Kingdom Splend Full time

    About Us Splend offers customers the opportunity to enjoy the benefits of car ownership through flexible car subscription services. Our innovative offerings cater to rideshare and delivery drivers partnering with platforms like Uber, AmazonFlex, and others. In essence, we enable individuals to assume control of their career, however, our commitment extends...