Fleetio

Customer Onboarding Specialist

Fleetio

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Work closely with customers to assess their goals and existing business practices to ensure onboarding alignment, proper account setup, and implementation support
  • Track tasks against a schedule, execute onboarding efforts, and coordinate with internal staff to ensure milestones are met on a timely basis
  • Measure and track customer onboarding outcomes
  • Share the voice of the customer as you partner with Engineering, Marketing, Product, and Sales to deliver a best-in-class customer experience
  • Become a trusted resource for software and productivity trends in the fleet management domain

Requirements

  • At least 3 years of experience in a customer-facing role in a SaaS environment (experience in customer success or support with an emphasis on training or implementation)
  • Experience working with our tools — Project Management tool (Gainsight), CRM systems (Salesforce), and internal communication tools (Slack)
  • Strong Excel skills + comfortable manipulating and importing large amounts of data
  • Impeccable written and verbal communication skills and the ability and ease to interact with every level of customer to quickly build trust
  • Your work is meticulous and precise when executing a task. When it comes to details, you are painstakingly accurate and consistently thorough all while managing your time appropriately
  • Strong team player, but also a self-starter who can work autonomously
  • Empathetic - you want to help and serve our customers to become natural Fleetio evangelists
  • You are passionate about organization and can adhere to and improve organizational systems. If there's a way to reduce redundant work, you're on it
  • Comfortable with change, experimenting, and trying new ideas
Benefits
  • Multiple health/dental coverage options (100% coverage for employee, 50% for family)
  • Vision insurance
  • Incentive stock options
  • 401(k) match of 4%
  • PTO - 4 weeks (increases at year two!)
  • 12 company holidays + 2 floating holidays
  • Parental leave - birthing parent (16 weeks paid) non-birthing (4 weeks paid)
  • FSA & HSA options
  • Short and long term disability (short term 100% paid)
  • Community service funds
  • Professional development funds
  • Wellbeing fund - $150 quarterly
  • Business expense stipend - $125 quarterly
  • Mac laptop + new hire equipment stipend
  • Fully stocked kitchen with tons of drinks & snacks (BHM only)
  • Remote working friendly since 2012 #LI-REMOTE
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer successcustomer supportdata manipulationdata importingproject managementSaaSonboardingimplementation
Soft Skills
written communicationverbal communicationtrust buildingattention to detailtime managementteam playerself-starterempathyorganizational skillsadaptability