Hireframe

Onboarding Specialist

Hireframe

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Manage the onboarding process for a high volume of customers (20-40 monthly) via phone, email, and video calls
  • Support customers with their data migration using export and import tools
  • Assess customer-specific needs and guide the configuration process accordingly
  • Train new customers and their teams on the software’s functionalities
  • Deliver a world-class and efficient customer launch experience
  • Act as a liaison between the customer and the Product team, representing customer feedback
  • Proactively address issues and manage escalations
  • Collaborate with leadership to build and refine onboarding systems and playbooks

Requirements

  • 2-4 years of relevant experience in onboarding, training, customer service, or project management
  • A passion for helping customers succeed and fostering positive relationships
  • Experience with data migration and proficiency in Microsoft Excel
  • Strong project management skills with the ability to handle multiple customers at once
  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational skills
  • Comfortable using technology (CRM, Slack, etc.) to function effectively in a remote work environment
  • Ability to thrive in a fast-paced, evolving company
  • Quick learner with the ability to master new software products and become a product expert
Benefits
  • Permanent remote work flexibility
  • Paid Time Off
  • Health Maintenance Organization (HMO) coverage
  • Annual performance bonuses
  • Dedicated coaches offer an extra channel of support and skill-building
  • Opportunities for professional growth
Applicant Tracking System Keywords

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

Hard Skills & Tools
data migrationMicrosoft Excelproject managementcustomer onboardingsoftware training
Soft Skills
customer successrelationship buildingcommunicationattention to detailorganizational skillsquick learner