About the role
- Engage customers following the license sale and provide guidance, insights, and enablement
- Execute onboarding processes and cover the fundamentals of getting started with the platform
- Provide customers with best practices, industry insights, and standard third-party product integration guidance
- Deliver a best-in-class customer onboarding experience
- Drive the onboarding engagement from kick-off to project completion
- Discover customer needs and tailor solutions that align with their goals
- Manage time effectively and prioritize workloads to balance multiple customers
- Complete customer-facing work through various means (Zoom calls, phone calls, and emails)
- Track and meet expectations around customer utilization targets
- Interact with customers via verbal and written communication
- Recommend self-service resources and online training materials that meet customer needs
- Mitigate risks to ensure timely execution and accelerate time to go live
- Engage cross-functional teams to complete customer projects
Requirements
- Bachelor’s degree
- 2+ years of customer service experience
- Fluent in verbal and written English and French
- Technical proficiency and the ability to learn and teach software
- Experience implementing, onboarding, or training in the Software as a Service (SaaS) industry
- Experience using project management software and/or Salesforce
- Project management or coordination experience, including handling multiple projects simultaneously
- Strong time management and prioritization skills
- Ability to develop and deliver messages and presentations to technical and non-technical audiences
- Strong communication skills
- Ability to properly set and reset expectations with customers
- Active listening skills to understand customer business problems and objectives while demonstrating product knowledge to provide the best solutions
- Ability to identify and document gaps that impact the customer experience and recommend potential resolutions
- Ability to make decisions autonomously
- Ability to meet deadlines for customer engagements and deliverables
- Accommodation for qualified individuals with disabilities in our job application procedures
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceonboardingtrainingSaaSproject managementtechnical proficiencysoftware implementationcustomer utilization trackingsolution tailoringrisk mitigation
Soft skills
time managementprioritizationcommunicationactive listeningpresentation skillsexpectation managementautonomous decision-makingcustomer engagementproblem-solvinginterpersonal skills
Certifications
Bachelor's degree