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Onboarding Specialist
BloomerangOnboarding Specialist managing the customer onboarding experience for Bloomerang’s products. Providing virtual training sessions and ensuring customer success in a remote capacity.
About the role
Key responsibilities & impact- Manage the customers’ Getting Started Journey.
- 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.
Requirements
What you’ll need- 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
- Ability to serve as the primary contact between internal and external stakeholders helping ensure deliverables are met.
- Organization skills and the ability to prioritize tasks to meet deadlines and goals
- A strong technical proficiency and the ability to quickly learn and understand new software products and concepts
- Excellent written and verbal communication skills
- Proficiency with using Excel for reviewing and troubleshooting customer data import files
- Ability to stay current with emerging AI capabilities and apply them directly through hands-on building and experimentation.
Benefits
Comp & perks- You’ll have access to generous health, vision, and dental insurance options as well as HealthiestYou, a healthcare service that offers convenient, confidential access to quality doctors 24/7, anytime, anywhere.
- You'll get a competitive PTO package that includes 20 PTO days, 3 flex days, 4 optional volunteer days, 12 paid holidays, as well as paid parental leave. More is more!
- You'll receive a 401k match to help invest in your future.
- Everything you need to be successful, shipped right to your door. You got this. We got you.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SaaSCRMcustomer onboardingdata importExcelAI capabilitiessoftware productstechnical proficiency
Soft Skills
organization skillsprioritizationcommunication skillsstakeholder management