Rex Software

Customer Support

• Manage the onboarding of new Rex accounts over a 4–12 week period, including structured onboarding plans, training sessions, and Q&A support.
• Act as the primary point of contact for newly onboarding clients, ensuring a smooth and positive transition onto Rex CRM.
• Facilitate best-in-class training sessions tailored to different user roles and experience levels within each client organisation.
• Conduct onboarding health checks at defined milestones to assess adoption, engagement, and potential risks.
• Drive strong adoption and engagement with Rex CRM features, supporting clients to embed the system into daily operations.
• Provide regular reporting on onboarding progress, health checks, risks, churn indicators, and related project work.
• Contribute to broader client adoption, engagement, and retention initiatives.
• Provide professional education and onboarding-related customer support as required.
• Assist in improving training videos, documentation, and written resources.
• Deliver scheduled webinars, group training sessions, and Q&A sessions as needed.

Customer Onboarding & Support Specialist