Onboarding Specialist
SurveyMonkey
full-time
Posted on:
Location Type: Remote
Location: Australia
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About the role
- Onboard clients to satisfy their processes, rules and other requirements
- Drive accelerated time to value and use of the platform through outreach, monitoring of customer adoption, and feature promotion
- Gather client goals with the product and ensure the client is set up to meet those goals beyond the onboarding journey
- Work with technical solutions managers regarding our requirements for integrations, single-sign-on, and more
- Manage multiple accounts, deadlines, and milestones while ensuring departmental Service level agreements are met
- Track and communicate client issues and troubleshoot and resolve problems
Requirements
- 2+ years of experience building strong client relationships and effectively managing client expectations.
- Are comfortable initiating and engaging in conversations with clients over the phone.
- Possess experience in configuring business logic within a web-based platform.
- Understand key aspects of the project lifecycle, including defining requirements, reviewing functional specifications, creating and executing test plans, providing user training, and supporting deployment.
Benefits
- flexible hybrid environment
- thoughtfully designed offices
- programs like the CHOICE Fund to help employees thrive in work and life
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business logic configurationproject lifecycle managementfunctional specifications reviewtest plan creationuser trainingdeployment support
Soft skills
client relationship managementclient expectation managementcommunicationproblem-solvingmultitasking