Customer Onboarding and Success Specialist

We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Customer Onboarding & Success Specialist who will be responsible for ensuring the satisfaction and long-term success of a portfolio of customers, serving as their primary point of contact while driving loyalty, engagement, and revenue growth. If you love building lasting customer relationships, thrive in a fast-paced environment, and are keen to join an industry leader — we would love to hear from you!

As a Customer Onboarding & Success Specialist, your key area of responsibility will be managing a dedicated portfolio of customers, guiding them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem. You will assess each customer's unique operational needs and deliver tailored onboarding plans, MyGeotab technical training, and ongoing support to drive product engagement and device activations. You will also be responsible for maintaining detailed records of customer interactions in Salesforce, monitoring customer health to identify improvement opportunities, and processing inbound Add-On order requests. You will need to work closely with Partner Account Managers, leadership, and cross-functional internal teams to escalate complex issues, communicate customer feedback, and drive continuous program improvements.

To be successful in this role, you will be a skilled relationship-builder with a customer-centric mindset and a passion for solving complex problems. In addition, the successful candidate will have excellent communication skills, strong organizational and time management abilities, and the adaptability to navigate diverse customer personalities and situations with composure and professionalism.

• Assess and understand each customer's unique operational needs, goals, and objectives to provide tailored solutions

• Guide customers through the initial setup and adoption process, aiming to foster long-term satisfaction and product engagement

• Maintain regular communication with customers to ensure smooth implementation and resolve any technical or operational issues

• Optimize the use of Geotab's telematics products, portals, dashboards, and reports to accelerate device activations

• Monitor customer health and identify improvement, engagement opportunities, and potential risks

• Recognize and act on opportunities to upsell or cross-sell products or services based on customer needs

• Process inbound Add-On order requests from existing customers, providing clear guidance and support throughout the ordering process

• Communicate customer feedback and insights to internal teams to drive program direction and continuous improvements

• Equivalent combination of education and/or work experience in a related field

• 1-3 years of experience in customer-facing roles such as customer support, customer success, or sales

• Proficiency with Salesforce or similar CRM platforms for managing customer records and interactions

• Demonstrated ability to build and maintain strong, trusted relationships with customers at all levels

• Strong verbal and written communication skills with the ability to explain technical concepts clearly

• Excellent organizational and time management skills, with the ability to manage multiple accounts simultaneously