Onboarding Specialist

• Build trusted relationships with customers by understanding their business goals and technical requirements
• Conduct discovery sessions to gather, document, and validate client requirements
• Help customers define technical solutions that align with their needs and RecordPoint capabilities
• Understand customer success criteria and support delivery of positive implementation outcomes
• Design onboarding and implementation approaches that meet customer needs
• Help shape scalable, supportable, and best-practice technical solutions
• Deliver technical onboarding activities including configuration, connector deployment, integration, and migration support
• Design and manage migration and integration activities with internal technical teams, customer teams, and vendors
• Support deployments across cloud and Microsoft 365 environments
• Troubleshoot and resolve technical issues during implementation
• Train customers and internal team members on RecordPoint products and technical solutions
• Create and maintain technical documentation, deployment notes, runbooks, and user guides as required

Onboarding Specialist – Technical Consultant

• 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.

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Onboarding Specialist – Technical Consultant

Customer Success Coach, Client Onboarding