Weave

Customer Onboarding Assistant

Weave

full-time

Posted on:

Origin:  • 🇮🇳 India

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Job Level

Mid-LevelSenior

About the role

  • Configure new and existing TrueLark accounts based on business type and client-specific needs
  • Generate login credentials and provide clear instructions for API access based on the client’s booking platform
  • Input and manage API credentials to enable account integrations
  • Tailor account settings to meet individual business location requirements
  • Conduct user acceptance testing and perform final functionality checks before transitioning accounts to the customer-facing team
  • Coordinate with internal teams to ensure timely transitions and a seamless go-live process
  • Collaborate closely with customer-facing Onboarding Specialists and Engineering; reports to the Porting Team Lead
  • Support implementation of TrueLark for brick-and-mortar, appointment-based businesses

Requirements

  • Strong attention to detail, organization, and time management
  • Excellent communication skills via Slack, email, and virtual meetings
  • Ability to manage onboarding workflows and timelines across multiple client accounts
  • Comfort working with technical systems, documentation, and business management software platforms
  • Must be available to work during Utah Mountain Time
  • Availability during U.S. business hours
  • Collaborate with cross-border teams (India) for back-end configuration
  • Experience in onboarding, customer support, or implementation roles
  • Background in project coordination or project management, ideally in SaaS or tech
  • Familiarity with tools like CRMs, project management software, or ticketing systems
  • Strong ability to anticipate and proactively solve issues
  • Ability to remain calm and positive in fast-paced or high-demand situations, with strong ownership mentality