Onboarding Specialist

Job Summary

A company is looking for an Onboarding Representative to join their sales team.

Key Responsibilities

• Engage trial users proactively through various communication channels
• Deliver a world-class onboarding experience to encourage upgrades to paid accounts
• Meet and exceed sales activity metrics and conversion goals

Required Qualifications

• Customer-facing SaaS experience in product support, onboarding, or customer success
• Curious and growth-minded with a desire to transition into a sales role
• Tech-savvy and resourceful, comfortable with CRMs and automation tools
• Organized and accountable, able to manage multiple trial accounts effectively
• Passion for service, creating supportive and empowering customer experiences