Onboarding Specialist

• Oversee the customer integration process to ensure that every customer correctly integrates their relevant data sources to complete setup on our platform
• Serve as the main point of contact for new customers following handoff from sales
• Schedule and lead new customer integration and onboarding calls
• Provide SpendHound guides and lead live walkthroughs on how to set up specific key integrations
• Work with the Product team to troubleshoot any integration issues that customers experience
• Handoff customers to the Customer Success team following successful integration
• Optimize the integration process to reduce the time to fully integrate a customer
• Improve the customer experience through the creation of integration guides
• Work primarily with the sales, product, and customer success team members to align on priorities and deliver a fantastic product experience

Onboarding Specialist

Intake Specialist – Legal Intake & Onboarding Coordinator