Customer Onboarding Specialist

Job Summary

A company is looking for a Customer Onboarding Specialist to facilitate the adoption of their fleet management software.

Key Responsibilities

• Work closely with customers to assess their goals and ensure proper account setup and implementation support
• Track onboarding tasks against a schedule and coordinate with internal staff to meet milestones
• Measure and track customer onboarding outcomes while sharing customer feedback with various teams

Required Qualifications

• At least 3 years of experience in a customer-facing role in a SaaS environment
• Experience with project management tools (Gainsight), CRM systems (Salesforce), and online project management tools (Asana)
• Strong Excel skills and comfort with manipulating large amounts of data
• Ability to work autonomously as well as collaboratively within a team
• Empathetic approach to customer service and a passion for organization and process improvement