Onboarding Specialist

• Own the complete onboarding journey for new customers
• Design and execute scalable onboarding processes that drive rapid software adoption
• Conduct personalized onboarding sessions, training calls, and product demonstrations
• Create customized success plans for each customer based on their business needs
• Monitor customer progress and proactively address barriers to adoption
• Ensure customers achieve key activation milestones within their first 30 days
• Serve as the primary point of contact for new customers during their critical first month
• Build strong, trust-based relationships with pool service professionals
• Provide exceptional customer service and technical support throughout the onboarding process
• Communicate regularly with customers via phone, email, video calls, and in-app messaging
• Gather customer feedback and relay insights to product and engineering teams
• Continuously improve onboarding processes to maximize efficiency and customer outcomes
• Develop and maintain onboarding resources, templates, and documentation
• Create scalable training materials and self-service resources
• Track and analyze onboarding metrics to identify areas for improvement
• Collaborate with cross-functional teams to enhance the customer experience
• Drive customer activation and ensure customers realize value quickly
• Identify at-risk customers and implement retention strategies
• Facilitate smooth handoffs to the ongoing customer success team
• Maintain detailed customer records and progress tracking in CRM systems

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Onboarding Specialist

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Onboarding Specialist II