Marketcircle

Onboarding Specialist

• Lead guided onboarding primarily via remote screen share and email, with required minimum live sessions or calls per week.
• Translate customer goals into practical setup, configuration, and clear next steps.
• Help customers reach early, meaningful “aha” moments that demonstrate real value.
• Reach out to trial users over LinkedIn and phone to generate live sessions
• Own the early customer journey as the primary point of contact post-signup.
• Maintain continuity from pre-purchase conversations through onboarding and activation.
• Reinforce value and expectations to move customers from evaluation to confident use.
• Establish clear milestones for early success and encourage consistent engagement.
• Identify early signs of friction or disengagement and intervene proactively.
• Collaborate with Customer Service to resolve issues and ensure smooth handoffs.
• Share feedback to improve onboarding processes, materials, and overall experience.

Customer Onboarding Specialist

Customer Support

• Providing front line support through live chat, email, phone, and remote screen sharing
• Assisting customers with navigating and using Daylite and Billings Pro
• Troubleshooting technical issues and providing billing support
• Handling customer inquiries and logging tracking issues
• Identifying patterns and escalating technical trends

Customer Onboarding Specialist

Customer Service and Support Specialist