Client Onboarding
Client Onboarding is the process undertaken by account managers to smoothly integrate a client into the company's operations. It includes understanding client's needs, aligning service offerings, facilitating introductions, establishing communication channels, and setting up appropriate tracking and monitoring mechanisms.
Level 1: Emerging
At an emerging level, you are beginning to learn the client onboarding process, displaying a basic understanding of account setup, initial communication, and ongoing client relationship management.
Level 2: Proficient
At a proficient level you are adept at managing the client onboarding process efficiently, ensuring a smooth transition into the account management system and building strong relationships with new clients.
Level 3: Advanced
At an advanced level you are able to lead complex client onboarding processes, proactively anticipating and addressing potential issues, ensuring a seamless transition and solidifying long-term client relationships in Account Management.
