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Customer Onboarding Analyst
SitetrackerCustomer Onboarding Analyst responsible for building reports and supporting onboarding Managers. Ensuring data accuracy and guiding client onboarding journeys.
About the role
Key responsibilities & impact- Enable scalability of Onboarding Managers by completing configuration tasks
- Build Salesforce reports and dashboards for customers
- Ensure data accuracy and monitor platform adoption trends
- Provide support in system setups and data sanitization
- Guide lower-complexity client portfolios through onboarding journey
- Build adoption dashboards and audit user license utilization
- Transform customer feedback into knowledge-base articles or video walkthroughs
Requirements
What you’ll need- Sound evaluation, judgment, and interpretation skills
- Ability to execute tasks independently
- Salesforce Reports and dashboard maintenance skills
- Development of predictive templates
- Experience in crafting slide decks linking metrics to ROI
- Knowledge of Salesforce/Sitetracker Object Models and data mapping logic
- Ability to handle routine platform configuration and data imports
- Experience in resolving user permission issues
- User provisioning in Sandbox and Production environments
- Management of small, low-touch accounts
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforce ConfigurationData Accuracy MonitoringPredictive Template DevelopmentUser Permission ResolutionData Sanitization
Soft Skills
Independent Task ExecutionJudgment and Interpretation Skills