Kaseya

CRM Onboarding Specialist

Kaseya

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps
  • Deliver clear training and resources to drive adoption
  • Manage onboarding plans, timelines, and proactive communication
  • Respond to client tickets with timely, high-quality support and provide coverage as needed
  • Troubleshoot issues, identify blockers early, and coordinate with internal teams
  • Focus on long-term outcomes (not checklist onboarding) and contribute to playbook/SOP improvements

Requirements

  • 2 to 3 years in onboarding, implementation, customer success, or CRM support
  • Strong CRM knowledge (pipelines, automations, segmentation, campaigns, contacts, integrations); KEAP a plus
  • Confident leading calls and trainings with business owners and teams
  • Organized and comfortable managing multiple onboardings
  • Client-first, accountable, and able to balance empathy with execution
  • Strong team collaboration: you work well across departments, communicate openly, share knowledge, and support teammates to deliver a seamless client experience
Benefits
  • Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.
Applicant Tracking System Keywords

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

Hard Skills & Tools
onboardingimplementationcustomer successCRM supportCRM knowledgepipelinesautomationssegmentationcampaignsintegrations
Soft Skills
communicationorganizationclient-firstaccountabilityempathyteam collaborationleadershipproactive communicationtroubleshootingsupport