Sales Development Representative
Dynatron Software, Inc.
Onboarding Specialist
Bloomerang
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 - $55,000 per year
Job Level
Junior
About the role
- Provide 1:1 virtual follow-ups with customers as they learn to use their purchased products through the Learning Management System
- Manage the customers’ Getting Started Journey and ensure on-time deliverables
- Own the 1:1 virtual follow-up sessions to ensure learning content understanding
- Assist customers with value recognition in their purchased platform(s)
- Act as a point of contact throughout the Customer Getting Started Journey
- Manage customer hand-offs between internal Bloomerang teams
- Coordinate with internal teams and keep customers accountable through the Getting Started Journey
Requirements
- 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment with a strong focus on customer onboarding best practices
- Comfortable serving as the primary contact between internal and external stakeholders ensuring deliverables are met
- Strong organization skills and ability to prioritize tasks to meet deadlines and goals
- Strong technical proficiency and ability to quickly learn and understand new software products and concepts
- Excellent written and verbal communication skills
- Skilled in using Excel for reviewing and troubleshooting customer data import files
- We do not offer Visa sponsorship or relocation assistance at this time (candidates must be authorized to work without sponsorship)
- Nice to haves: foundational understanding of data migration processes; 1+ years of project management experience with SaaS customer onboarding; experience with Bloomerang products; experience supporting Non-Profit Organizations; experience with Non-Profit CRM solutions
Benefits
- You’ll have access to generous health, vision, and dental insurance options
- HealthiestYou healthcare service offering 24/7 access to doctors
- Competitive PTO package: 20 PTO days, 3 flex days, 4 optional volunteer days, 12 paid holidays
- Paid parental leave
- 401k match
- Equipment shipped to your door (home office setup provided)
- Eligibility for a discretionary bonus
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SaaSCRMcustomer onboardingdata migrationproject managementExceltroubleshootingvirtual traininglearning management systemvalue recognition
Soft skills
organizationprioritizationcommunicationcustomer servicestakeholder managementaccountabilitytime managementadaptabilityproblem-solvingcollaboration
