Onboarding Specialist – SMB

Worldwide Salaried Open

Job Description:

Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination
Tailor and configure customer-facing templates based on client inputs and business goals – no custom development required, but small updates and adjustments will be common
Implement scheduling tools and CRM. This includes integration, configuration, training and enablement.
Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support
Troubleshoot technical issues and coordinate timely updates to live configurations as needed
Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience
Own the free trial to paid conversion process to ensure customer adoption
Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products

Requirements:

2+ years of experience in customer onboarding, customer success, or implementation support - ideally in a SaaS or digital tools environment
Experience managing a client-facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience)
Strong communication skills
Customer-first mindset
Ability to manage multiple onboarding projects at once, with strong organization and follow-through
Proactive, resourceful, and ownership-driven - you anticipate needs and take initiative
Experience with KPIs, including Time to Live and Time to Onboarding Complete
Experience with a CRM such as Hubspot, Salesforce, etc…
Experience onboarding and training on multiple products or modules
Nice-to-Have:
Experience with templated content platforms, CMS tools, or WYSIWYG editing
Exposure to scheduling or CRM tools
Comfort with technical troubleshooting or support escalation workflows
Experience with a high-volume environment and short onboarding cycles.
Experience onboarding low-tech customers

Benefits:

Apply tot his job Apply To this Job

More jobs