Streamlining Client Onboarding

Mylen Fugio

Virtual Assistant
Project Manager
Customer Success Manager
HubSpot
Jira
Slack
* Completed more than 50% of all onboarding processes for customers (new/upgraded) and improved the time-to-first-value (>30 days).
* Collaborated with cross-functional teams by setting up feedback loops from customers and 3rd parties for the development and improvement of products and improved content for educational training sessions and product demos.
* Updated and managed knowledge-based documents for training and reference materials.
* Developed the Onboarding/Training Checklist for new employees/contractors.
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