Client Onboarding Liaison
Flex Dental Solutions
Onboarding Specialist - Value Added Services
AppFolio
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $21 - $26 per hour
Job Level
JuniorMid-Level
About the role
- Onboarding Specialist will guide new customers through the setup and training of the platform’s Value Added Services\n
- Proactively manage a continuous queue of customers, consistently striving to exceed measurable monthly onboarding targets and deliver high customer satisfaction\n
- Conduct comprehensive setup and training calls with new customers, defining project deliverables, establishing timelines, and ensuring the timely and successful completion of all assigned projects\n
- Cultivate and maintain a deep and comprehensive understanding of service product features, functionalities, and upcoming enhancements\n
- Act as a trusted feature expert, providing proactive guidance and best practices to customers to optimize their product utilization and effectively meet their evolving needs
Requirements
- Must have BA/BS degree\n
- 2+ years experience in customer service, preferably in the SaaS industry\n
- 1+ years Experience with CRM preferable (e.g. Salesforce)\n
- Exceptional ability to multitask and manage competing priorities in a fast-paced, high-volume environment\n
- Strong judgment and problem-solving skills\n
- Proven project management skills, including the ability to define deliverables, establish timelines, and ensure timely completion of projects\n
- Highly adaptable and able to quickly adjust to changing priorities and challenges\n
- Strong ability to collaborate and build effective relationships with cross-functional partners\n
- Excellent customer service skills with a friendly and approachable demeanor, focused on building strong customer relationships\n
- Ability to quickly learn technical requirements of onboarding features
