Onboarding Specialist

Job Summary

A company is looking for an Onboarding Specialist to manage customer onboarding processes and provide virtual support.

Key Responsibilities

• Manage the customers' Getting Started Journey
• Conduct 1:1 virtual follow-up sessions to ensure understanding of learning content
• Assist customers in recognizing the value of their purchased platform(s)

Required Qualifications

• 1+ years of experience in SaaS CRM onboarding and training
• Experience serving as the primary contact between internal and external stakeholders
• Strong organizational skills with the ability to prioritize tasks
• Technical proficiency and ability to learn new software quickly
• Experience with Excel for reviewing and troubleshooting customer data import files