Michael Dicarlo
Senior CRM Onboarding Specialist
- Role
- Senior Crm Onboarding Specialist at Leap
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
About Michael Dicarlo
Over six years of experience in Customer Success and Client Onboarding with a proven track record of enhancing client satisfaction and retention through strategic relationship management and effective onboarding processes. Skilled in understanding client needs, providing tailored solutions, and ensuring seamless transitions to maximize product adoption and success. Strong communicator with a passion for fostering positive client experiences and driving business growth through proactive support and continuous improvement initiatives.
Experience
Senior Crm Onboarding Specialist
May 2025 — Present
Lead tailored onboarding for Mid-Market and Enterprise clients, driving adoption and ROI.• Created standardized onboarding process and SOPs to scale efficiency across Customer Success teams.• Strengthened collaboration between Customer Success, Sales, and Product teams for implementation consistency. • Create, Triage, and prioritize Jira tickets to support the software development life cycle, ensuring clear scope, ownership, and timely delivery.• Guide and help set up payment processing and financing options within the CRM.
Education
King's College
Bachelor of Science, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
King's College
Bachelor of Business Administration - BBA, Marketing
2014 — 2018
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