Training Resources Group

Onboarding Specialist

• Ensure every new eSkilled customer is onboarded and successful in getting the most out of their software
• Run “How To” training webinars on software features
• Creating “How To” screen capture videos for tutorials
• Work with marketing team with communications on features to be sent regularly to clients
• Assist Marketing Team in promoting new features
• Identify clients struggling who may represent a risk of cancellation and support those clients to succeed in using the platform
• Achieve set KPIs for retention of new clients
• Work with the support team to improve client onboarding tools and tutorials
• Work closely with the Account Manager and Support Team to ensure a smooth transition between new sales and support.
• Promote paid services, such as course build/implementation services to assist clients onboarding faster.
• Assisting the Account Managers with various time specific campaigns.

Customer Success Coach, Client Onboarding