Onboarding Specialist

• Oversee the onboarding for all SiteMinder labeled products and services to internal and external customers, with a primary focus on customers based in the LATAM/AMERS market.
• Be a Subject Matter Expert for training on SiteMinder labeled products. Have an in-depth understanding of the technology, the service you deliver, and the tools you use in order to mentor the Onboarding Analysts.
• Monitor and analyze your team’s training sessions in line with your KPI’s, to ensure that individual Onboarding Analysts are delivering a high level of customer satisfaction and meeting their KPIs.
• Adopt and enforce the relevant processes, procedures and policies of SiteMinder’s Onboarding Team to ensure a consistently high level of customer service. Where necessary identify shortfalls in the process and procedures and suggest process improvements.
• Ensure improved Onboarding success by managing and ensuring risks of onboarding attrition and customer dissatisfaction are prevented.
• Managing expectations for scheduling training and set-live dates in an assertive manner, ensuring that customers’ training is completed effectively and on time.
• Help the team to provide value add information and advice to new customers
• Managing expectations for scheduling training and set-live dates in an assertive manner.

Customer Onboarding Manager

• Conduct product demos for pre-qualified leads;
• Walk clients through the platform and answer basic questions;
• Follow structured demo processes and messaging;
• Follow up with no-shows via call or text to reschedule demos;
• Support onboarding for new clients after closing;
• Ensure a smooth transition from demo to active platform user;
• Assist users with basic questions and platform navigation;
• Jump on calls when needed to support current users;
• Engage existing clients to encourage platform usage and adoption;
• Help ensure users stay active and supported throughout their experience;
• Maintain clear communication and follow-up with clients;
• (Optional) Record instructional or tutorial videos for the platform;

Virtual Assistant – Client Onboarding & Demo Specialist

• Drive customer adoption through onboarding and education programs
• Address inbound lead and customer questions about our platform’s features
• Contribute to achieving ambitious adoption &amp; retention goals
• Maintain alignment with the larger Customer Success team and other internal stakeholders
• All Other duties as assigned

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Customer Onboarding Manager

Virtual Assistant – Client Onboarding & Demo Specialist

Customer Onboarding Specialist