Onboarding Specialist

• Guide new clients through implementation and adoption of assigned MSPbots products
• Maintain deep, up-to-date understanding of MSPbots products and new features
• Act as subject matter expert and strategic advisor to clients and internal teams
• Conduct needs assessments and establish measurable onboarding goals
• Leverage pre-built templates and best-practice configurations to accelerate time to value
• Develop and deliver online training sessions covering product features and implementation strategies
• Guide clients through configuration and customization to align with workflows
• Provide ongoing support and guidance during initial stages of product adoption
• Capture client feedback and communicate to Product Team
• Maintain communication with Customer Success Manager and facilitate handoff
• Create and maintain onboarding resources (videos, documentation, tutorials, FAQs)
• Anticipate and resolve adoption challenges and identify process improvements

Product Onboarding Specialist

Onboarding Specialist

Customer Onboarding Specialist

Client Onboarding Specialist

HR Onboarding Specialist

Onboarding Specialist – GHL Virtual Assistant