Onboarding Specialist
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Job Description
Onboarding Specialist managing customer onboarding processes and data migration for a remote-first organization. Collaborating with teams to ensure a successful customer launch experience.
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
Requirements:
- 2-4 years of relevant experience in onboarding, training, customer service, or project management
- A passion for helping customers succeed and fostering positive relationships
- Experience with data migration and proficiency in Microsoft Excel
- Strong project management skills with the ability to handle multiple customers at once
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- Comfortable using technology (CRM, Slack, etc.) to function effectively in a remote work environment
- Ability to thrive in a fast-paced, evolving company
- Quick learner with the ability to master new software products and become a product expert
Benefits:
- Permanent remote work flexibility
- Paid Time Off
- Health Maintenance Organization (HMO) coverage
- Annual performance bonuses
- Dedicated coaches offer an extra channel of support and skill-building
- Opportunities for professional growth
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