Customer Onboarding Specialist

Job Summary

A company is looking for an SMB Onboarding Specialist to deliver a tailored onboarding experience for clients integrating software solutions.

Key Responsibilities

• Oversee the onboarding journey for SMB accounts, managing customer relationships and ensuring timely service
• Facilitate strategic conversations to achieve desired outcomes and drive software adoption
• Provide expert-level training on software solutions and report on performance metrics

Required Qualifications

• Experience in customer onboarding or account management
• Familiarity with software solutions and digital resources
• Ability to manage customer success plans and track progress
• Knowledge of Salesforce or similar CRM for pipeline management
• Strong understanding of customer satisfaction metrics and reporting