Customer Onboarding Specialist - 63436358424

As our Customer Onboarding Specialist, you'll become the face of out client's company for every new customer.

You'll guide customers through implementation, teach them how to maximize the platform, answer questions, and ensure every customer has an exceptional onboarding experience from day one.

This role is ideal for someone who enjoys helping customers succeed, learns technology quickly, and enjoys building long-term relationships.

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  Lead new customer onboarding and implementation.

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  Conduct onboarding calls and product demonstrations.

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  Configure customer accounts.

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  Train customers on platform functionality.

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  Answer customer questions via email, chat, and Zoom.

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  Troubleshoot basic product issues.

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  Coordinate with engineering when technical support is needed.

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  Create onboarding documentation and training materials.

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  Monitor customer adoption.

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  Identify opportunities to improve the onboarding experience.

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  Deliver exceptional customer service throughout the customer journey.

• 2+ years in Customer Success, Onboarding, Account Management, Implementation, or Customer Support.

• Excellent written and spoken English.

• Strong computer skills and ability to learn new software quickly.

• Comfortable leading customer meetings via Zoom.

• Strong organization and attention to detail.

• Customer-first mindset.

• Able to work U.S. Central or Eastern business hours.

• Previous SaaS experience.

• Experience with HubSpot, Salesforce, or other CRMs.

• Experience onboarding software customers.

• Experience creating training documentation.

• Spanish language skills.

We're looking for someone who:

• Loves helping customers succeed.

• Builds trust quickly.

• Communicates clearly and confidently.

• Learns new software with ease.

• Is highly organized and proactive.

• Takes ownership of the customer experience from onboarding through adoption.