Job Description

We are seeking a highly organized and detail-oriented individual to join our team as a Client Onboarding Intern. In this role, you will be responsible for efficiently onboarding clients onto the

SmartSense

platform, creating interactive dashboards & customized reports, and ensuring relevant stakeholders/client satisfaction through effective communication and support.

Responsibilities:
Onboard new clients and guide them through product setup, training, and initial usage to ensure successful implementation.

Conduct regular check-ins and business reviews with customers to assess progress, gather feedback, and discuss future goals.

Identify upselling and cross-selling opportunities to expand customer use of the company's products and services.

Oversee the customer lifecycle management and identify areas for optimization.

Conduct customer onboarding sessions to ensure successful product adoption.

Create and deliver customized reports, presentations, and performance insights to demonstrate the impact of our solutions.

Lead customer training sessions, workshops, and demonstrations to enhance product knowledge and usage.

Assist in the development of customer success playbooks and resources.

Serve as the liaison between customers and internal teams, such as product development, sales, and support.

Manage customer escalations and ensure issues are resolved quickly and effectively.

Qualifications and Skills required:
- A minimum of a bachelor's degree in a relevant field is a must for this role.

- Interest and Experience in client onboarding, reporting, and stakeholder management roles.

- Proficiency in Microsoft Excel and other relevant software applications.

- Experience with dashboard and data visualization tools.

- Experience in creating intuitive and visually appealing dashboards is essential.

- Strong analytical skills and attention to detail.

- Excellent interpersonal and communication skills.

- Knowledge of BI tools such as Power BI and Tableau is a plus.

- Basic understanding of energy management and sustainability principles.

- Assets technical knowledge will be considered an advantage.

Job Types: Full-time, Permanent, Internship
Contract length: 6 months

Work Location: In person