Improvifi, LLC
Client Success Manager - Onboarding
Remote
·
Full time
Company website
The Onboarding CSM is responsible for getting new clients fully set up, operational, and ready for success within 30 days. This role ensures a smooth, efficient onboarding experience and sets the foundation for the client’s long-term success.
About Improvifi, LLC
Improvifi is a fast-growing fintech SaaS company transforming how home improvement contractors offer financing to their customers. Through a streamlined platform, we provide contractors with the tools, training, and support needed to close more deals, increase project sizes, and grow their businesses.
Our approach is simple: make financing easy, accessible, and effective. By combining technology with hands-on support, Improvifi empowers contractors to compete at a higher level while delivering better solutions to their customers.
As a fully remote company, we are building a high-performance team focused on growth, innovation, and results. At Improvifi, every team member plays a direct role in shaping the future of the business and driving meaningful impact.
Description
Department: Client Success | Reports To: Director of Client Success
Overview
The Onboarding CSM is responsible for ensuring new clients are set up quickly, accurately, and confidently. This role sets the foundation for the entire client experience by delivering a smooth, structured onboarding process and preparing clients for successful training and launch.
Role Objective
To fully onboard clients within 30 days or less, ensuring all systems, tools, and expectations are properly established.
Key Responsibilities
- Guide clients through platform setup, access, and required onboarding steps
- Ensure all required forms are completed, submitted, and documented within 1 business day
- Confirm the app/platform is fully set up and operational post-onboarding
- Coordinate with internal teams to resolve blockers and accelerate onboarding timelines
- Deliver onboarding debriefs and confirm readiness for training
Success Metrics
- Onboarding completed within ≤30 days
- 100% form completion within 1 business day
- Clients fully set up and operational after onboarding
- Smooth transition to Training and Account Management team
What We’re Looking For
- Process-driven and highly organized
- Strong sense of urgency and ownership
- Detail-oriented with excellent follow-through
- Ability to manage multiple onboarding timelines simultaneously
Salary
$50,000 - $80,000 per year