Onboarding Specialist

• Master the products through a formal onboarding program and continued learning.
• Prepare and lead customer onboarding experience, assessing customer needs, and customizing the onboarding experience to maximize utilization and delight.
• Complete assigned tasks in an organized manner to ensure project deadlines.
• Proactive outreach to ensure customer success during their introduction to the system after go-live.
• Provide a timely response to customer inquiries via phone and email.
• Enhance customer satisfaction by providing distinctive service in all interactions.
• Establish a trusted advisor relationship to ensure customer satisfaction.
• Utilize Zoom or other web conferencing tools to provide efficient face-to-face customer service.
• Utilize SalesForce or similar systems to manage customer interaction and inquiries.
• Partner with Sales, Product, and Services teams to define ongoing best practices for onboarding tasks.
• Ensure all check-ins and go-live targets are executed on time
• Internal systems are kept up to date with notes and documentation for each client engagement
• Serve as a brand ambassador to create promoters within our customer base
• Represent the Onboarding department at offsite meetups and customer conferences

Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II

Onboarding Coordinator

Senior Onboarding Manager