As an Onboarding Specialist, you will play a pivotal role in our team, collaborating with existing specialists and leadership to create and refine onboarding processes. We need your expertise to assist our newest customers with their data migration, configuration, and training, ensuring they are set up for a long-term, successful relationship with us.
Duties and Responsibilities
- Manage the onboarding process for a high volume of customers (20-40 monthly) via phone, email, and video calls
- Support customers with their data migration using export and import tools
- Assess customer-specific needs and guide the configuration process accordingly
- Train new customers and their teams on the software’s functionalities
- Deliver a world-class and efficient customer launch experience
- Act as a liaison between the customer and the Product team, representing customer feedback
- Proactively address issues and manage escalations
- Collaborate with leadership to build and refine onboarding systems and playbooks
