Job Description

Our client is a growing software technology company building an intelligent outbound contact center that enables customers to improve their outbound sales performance. We are hiring a Customer Onboarding Specialist to help set up these high-value customers for immediate success through a clearly defined implementation process.

As a Customer Onboarding Specialist, you will educate new customers, help solve technical problems, and ensure the smooth adoption of our products. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process. 

Key Responsibilities

• Own and manage customer relationships from the point of sale through successful implementation and ongoing support.

• Develop measurements to help understand the impact of successful implementation.

• Create initiatives that help to drive successful product implementation.

• Help the customer define their needs and manage their timeline toward seeing value.

• Respond to customer emails, chats, and calls regarding implementation.

• Complete video and phone calls to ensure that customers are supported during the onboarding process.

• Build evergreen content and resources for customers to use for education and to drive rapid product adoption.

Skills and Requirements

• 1+ years of experience in similar roles

• Previous client-facing experience in SaaS sales/onboarding/customer service

• Excellent communication skills

• The ability to shift priorities quickly when necessary.

• Organizational skills: You'll be working with many customers, and you'll need to have expertise in place to keep all of their needs organized.

• Strategically minded: You'll be helping customers come up with their overall strategy with our product!

• Highly self-motivated and driven: You don't need someone hovering over your shoulder telling you what to do all day.