Client Onboarding Specialist II

| Chicago


VelocityEHS Client Onboarding Specialist II - Understands client expectations and owns the delivery of thorough and successful training in conjunction with all project plans during the onboarding phase of the customer lifecycle in order to uphold company, department, and team values and goals.

The VelocityEHS work environment is dynamic, innovative and entrepreneurial.  We have a results-oriented culture that demands intelligence, teamwork and follow-through.  If you have these qualities and take pride in surprising and delighting clients then this is the job for you - check out the details below and apply now.



Key Responsibilities include but aren’t limited to:

  • Understands client’s goals and requirements and communicates them effectively.
  • Establishes and communicates clear and achievable objectives for each project
  • Manages multiple projects simultaneously, setting project scope, priorities, deadlines, schedules and managing overall customer onboarding/project lifecycle; while balancing and prioritizing competing demands for quality, scope, time and cost of each project
  • Proactively identifies issues and risks, escalating them when and where appropriate
  • Manages and documents all information exchange, project process taken and changes between the Client and MSDSonline using our CRM tool, while reporting lessons learned and status updates as needed or requested
  • Conduct customer trainings via the telephone and web conferencing tools to new and existing customers
  • Collect, input and analyze various project metrics throughout the lifecycle of each product
  • Resolves conflict quickly to keep project team functioning at a high level
  • Organizes and facilitates project meetings with clients via phone, email and web
  • Properly route uncovered sales opportunities for additional products and/or services
  • Provide support for system configurations, project and training related questions during the Sales process
  • Identify and escalate system enhancement opportunities to the internal Product Team
  • Manages ongoing client relationships through the on-boarding and project deliverables
  • Other duties as assigned



Minimum Requirements

  • Bachelor’s degree in an appropriate discipline or equivalent work experience
  • 2+ years of related professional experience. This experience would preferably have demonstrated accomplishments in a project management role.
  • Project Management experience preferred
  • Proficient with Internet Browsers (Google Chrome, Mozilla Firefox, Internet Explorer, etc.)
  • Proficient with the use of Microsoft Office 2016 and 2019, as well as Office Online applications within Office 365.
  • Excellent verbal and written communication skills – including grammar and voice quality
  • Excellent Customer Service skills with a strong customer-driven personality that takes ownership of issues and follows through to completion
  • Excellent multi-tasking, organizational and prioritization skills
  • Strong attention to details, policies and procedures with the ability to identify and recommend improvement opportunities
  • Customer-Satisfaction-driven, Self-sufficient and Dependable
  • Effective team player, quick learner, and self-motivated
  • Familiarity with web conferencing software, such as GoToMeeting, Skype, and Microsoft Teams.
  • Passionate about his/her work

Preferred Requirements

  • Experience in a Software as a Service (SaaS) environment and training Fortune 1000 companies
  • Experience with Project Management skills
  • Bi/Multi-Lingual



VelocityEHS is the largest and fastest growing environmental, health, safety (EHS) and sustainability software company in the world. More than 8 million people rely on our innovative on-demand (cloud-computing technology) safety and compliance management solutions to do their jobs safely and protect the environment.

At VelocityEHS, success is an everyday occurrence. Everyone who walks through our doors has an opportunity to make an impact. Our people make the difference at VelocityEHS – that's why we're not just looking for people with the right skills, but for those with the right drive, the right passion and the right character to make our entire team better. We still operate with the same start-up mentality that has made us the leading cloud EHS company, and offer each and every employee the opportunity to grow and reach their full potential.

We’re driven by the work we do to keep others safe, but we also like to have fun while doing it. We believe in producing great results, but also in enjoying the ride. Work-Life balance means two things at VelocityEHS – having time for your life outside of work, and taking steps to bring more life into the workplace. Between all the variety of workplace events, volunteer opportunities and other group activities available, we never forget that dynamic people need and deserve a place to work.

Finally, we understand that taking care of our customers starts with taking care of our employees. Our benefits include excellent medical and dental plans, matching 401(k) saving plan, generous PTO and more. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. We welcome and encourage diversity in the workplace. We thank you for your interest, however, only those candidates selected for an interview will be contacted. No agencies please.

Read Full Job Description


VelocityEHS is located in the heart of downtown Chicago's River North neighborhood. Enjoy shopping, bars and restaurants all along the Riverwalk!

An Insider's view of VelocityEHS

What’s the vibe like in the office?

Electric. Recognition for good work in this office is contagious and once the ball starts rolling you can’t stop it. Everyone wants to see each other succeed. And if you need to decompress after a hectic day you can either go to the game room with your friends or head to the roof to enjoy the Chicago summer.


Sales Associate

What does your typical day look like?

My typical day involves a mix of internal meetings, client calls, and a lot of emails! On the Customer Success team, we aim to add value and deliver outcomes for our clients, so there is always a new problem to solve. I strategize and collaborate with teams across the organization to ensure we all work together for the success of our clients.


Customer Success Manager

What does career growth look like on your team?

Career growth is very important for us. We try to find new openings and opportunities that allow employees to grow within VelocityEHS. This practice has opened many doors, and allowed the company and teams to grow over the last few years. With the amazing team members we work with, there is no shortage of great talent to fill those open spots.


Senior Director of Software Engineering

How do you make yourself accessible to the rest of the team?

While most people have an open door policy, I take it a step further and also make sure I know EVERY sales person and their name. And every year I set aside August to be my month to do 30 minute 1:1s with anyone on the sales team that wants to meet.


Vice President of Sales

What is your vision for the company?

Our focus is not to be the first or most innovative, but on being the best by truly understanding the obstacles our customers’ face and delivering solutions that help them be more effective. We've already changed the industry – we now look forward to continuing to help lead the digital revolution in health, safety and environmental sustainability.



What are VelocityEHS Perks + Benefits

VelocityEHS Benefits Overview

Here at VelocityEHS, we place a high value on teamwork and understands that a great culture and work environment help to generate innovative ideas. Our employees are self-motivated, hard-working, enthusiastic and enjoy a great work-life balance.

Volunteer in local community
VelocityEHS partners with local nonprofits to create volunteer opportunities for our employees, who all have up to 2 days volunteer time to use each year.
Friends outside of work
Eat lunch together
Intracompany committees
Open office floor plan
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
All employees start with 1 day of paid volunteer time per year. This increases to 2 days after 3 years of employment.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Our game room includes Ping Pong, Pool Table, Foosball, Shuffle Board, Video Games, Darts.
Happy Hours
Recreational Clubs
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Online course subscriptions available

Additional Perks + Benefits

-Roof top deck overlooking the river for summer lunches!
-Summer hours!
-Game room: Including XBox, PlayStation, Pool Table, Nascar Racing, Pin Ball, Ping Pong, Hoop Shot!
-Pre-tax FSA!
-Great culture!

More Jobs at VelocityEHS7 open jobs
All Jobs