Ronaldo Tomizawa

Onboarding Specialist @Phorest Software

CA

Manage Onboarding Process: Own the end-to-end onboarding process for mid-market accounts, ensuring accuracy in data entry and migration activities.• Client Communication: Initiate and lead discussions with clients, addressing any challenges or complexities that arise during the onboarding process.• Collaboration: Work closely with the Onboarding Coordinator to meet training deadlines and ensure a smooth transition for clients.• Documentation and Reporting: Provide well-written summaries and updates in tools like Gainsight, documenting progress and client interactions.• Timely Responsiveness: Respond to all client emails and inquiries promptly, aiming for same-day or next-business-day responses.• Process Improvement: Collaborate with management to refine and streamline onboarding processes, enhancing efficiency and client satisfaction.• Data Accuracy: Partner with the Data Entry Specialist to ensure timely and accurate entry of all relevant client information.• Escalation Management: Coordinate with the product team to escalate and resolve any issues or client concerns that require immediate attention.

University of Toronto

Certificate

University of Toronto

Certificate

University of Toronto

Certificate

FEFISA - Faculdades integradas de Santo André

Physical Education