Customer Onboarding Senior Associate Salary in Wisconsin

Customer Onboarding Associate - Average Salary $65,571

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Customer Onboarding Coordinator - Average Salary $52,400

The Customer Onboarding Coordinator assists with onboarding processes, distribution of product knowledge materials, and tools. Supports customer success team and initiatives to provide guidance and knowledge resources to customers that will facilitate the achievement of their business objectives using the organization's products and services. Being a Customer Onboarding Coordinator administers issue tracking processes and compiles customer feedback. Coordinates with internal teams to facilitate resources and training needed by customers. In addition, Customer Onboarding Coordinator prepares reporting and exhibits reflecting customer health and status. May require an associate degree or equivalent. Typically reports to a supervisor or manager. Being a Customer Onboarding Coordinator works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Working as a Customer Onboarding Coordinator typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.

New Customer Accounts Onboarding Representative I - Average Salary $43,900

The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative I possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience.

Customer Success/Onboarding Director - Average Salary $188,500

The Customer Success/Onboarding Director develops strategies and processes that ensure customer satisfaction through all phases of the customer lifecycle, facilitate long-term relationships, and promote retention. Directs and oversees the activities of a customer success function, ensuring customers effectively leverage the organization's products and services to achieve their business objectives. Being a Customer Success/Onboarding Director utilizes data collection and feedback mechanisms to identify and understand customer needs and challenges and design high-level action plans. Monitors and improves training and onboarding processes to ensure smooth product adoption and customer collaboration. In addition, Customer Success/Onboarding Director builds teams of customer advocates with product training, coaching, and skill development. Establishes collaborative relationships with sales, product development, and other customer-facing functions. Requires a bachelor's degree. Typically reports to senior management. The Customer Success/Onboarding Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Working as a Customer Success/Onboarding Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function.

Customer Success/Onboarding Senior Manager - Average Salary $155,600

The Customer Success/Onboarding Senior Manager implements strategies and processes that deliver consistent customer satisfaction to facilitate long-term relationships and promote retention. Manages and oversees the daily activities of a customer success function, ensuring customers successfully leverage the organization's products and services to achieve their business objectives. Being a Customer Success/Onboarding Senior Manager collects and responds to feedback with focused support for identified customer needs and challenges. Ensures that onboarding processes are precisely executed to facilitate smooth product adoption and build a strong customer relationship foundation. In addition, Customer Success/Onboarding Senior Manager builds teams of customer advocates with product training, coaching, and skill development to enhance customer engagements. Collaborates with sales, product development, and other customer-facing functions to deliver solutions and tools. Acts as the voice of the customer with internal teams to provide solutions, product enhancements, and other actions to ensure customer success. Requires a bachelor's degree. Typically reports to a director. The Customer Success/Onboarding Senior Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Working as a Customer Success/Onboarding Senior Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments.