CrawlJobs Logo

Onboarding Specialist

dialpad.com Logo

Dialpad

Location Icon

Location:
Philippines , Pasig

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

As an Onboarding Specialist, you are at the crux of customer interaction and enablement, supporting and troubleshooting your product area and technical implementations. Simply put, you are the first line of defense and an expert in the products we offer. You are motivated by helping our customers achieve their desired objectives by buying into our advanced AI-powered products.

Job Responsibility:

  • Facilitate onboarding deployment for new customers and products purchased
  • Host end-user and admin training sessions for customers to educate them on Dialpad products and assist with change management
  • Provide detailed walkthroughs and train new customers with implementation and portal setup
  • Deliver quality onboarding in a timely manner by analyzing needs, collaborating with others, and resolving customer issues through discovery and replication
  • Drive customers to implement best practices
  • Clearly communicate product configuration setup requirements and expectations with customers
  • Act as the customer's escalation point for any onboarding-related issues
  • Work on ad-hoc tasks as necessary

Requirements:

  • At least 2-3 years of working experience in Customer Onboarding, Software Implementation, and Account Management
  • At least 1 year of experience configuring, updating, and supporting VOIP solutions
  • Preferably with experience in chat, handling multiple windows
  • Excellent English communication skills
  • Strong customer service orientation
  • Ability to work independently with minimal management guidelines
  • Organized, detail-oriented, and self-motivated
  • Able to work US core hours while 100% on-camera in a dedicated, technically enabled remote workspace that supports team meetings, client interactions, and collaborative sessions
  • Experience with telecommunication or SaaS providers required
  • Excellent internet connectivity required
What we offer:
  • Competitive benefits and perks
  • Robust training program
  • Inclusive office environment
  • Vibrant environment to cultivate collaboration and connection
  • Certified Great Place to Work culture

Additional Information:

Job Posted:
December 29, 2025

Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Onboarding Specialist

New

Onboarding specialist

Location
Location
India , Bengaluru
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
January 19, 2026
Flip Icon
Requirements
Requirements
  • 3+ years of experience in onboarding, employee lifecycle management, and background verification
  • Strong hands-on experience with Workday (mandatory)
  • Excellent communication and interpersonal skills
  • Strong organizational and time-management abilities
  • Ability to work in a fast-paced environment and handle multiple tasks
  • Attention to detail with a focus on accuracy and compliance
Job Responsibility
Job Responsibility
  • Manage the full onboarding lifecycle for new hires, including documentation, induction scheduling, and compliance checks
  • Coordinate and monitor background verification (BGV) processes to ensure timely completion
  • Maintain accurate employee records in Workday, ensuring data integrity and compliance
  • Collaborate with hiring managers, HRBPs, and cross-functional teams to ensure smooth pre-joining and post-joining processes
  • Communicate with candidates regularly to provide updates, resolve queries, and ensure a seamless onboarding experience
  • Prepare and share onboarding kits, welcome emails, and orientation plans
  • Ensure adherence to company policies, HR guidelines, and statutory requirements during onboarding
  • Support continuous improvement initiatives to enhance onboarding efficiency and candidate experience
Read More
Arrow Right

Customer Onboarding Specialist

Fullpath is an AI-first tech company in the automotive space with hubs across th...
Location
Location
United States
Salary
Salary:
70000.00 - 95000.00 USD / Year
fullpath.com Logo
Fullpath
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1+ year experience in implementation, onboarding, or other customer-facing role at a SaaS start-up company
  • 1+ year experience in digital advertising, Google & Facebook preferred
  • Experience working within the automotive finance and insurance (F&I) domain, with a strong understanding of dealership F&I processes and terminology (preferred)
  • Proven basic troubleshooting abilities
  • Independent problem-solving skills and adaptivity to change
  • Excellent verbal and written communication skills
  • Strong work ethic and high energy levels
  • Ability to multitask and collaborate with different departments
  • Impeccable attention to detail
  • Cares for speed and quality of delivery
Job Responsibility
Job Responsibility
  • Owning the customer experience from the point of sales throughout their onboarding process with a strong understanding of automotive finance and insurance (F&I) workflows and terminology
  • Mapping out the customers’ requirements & needs to ensure a smooth onboarding and implementation
  • Implementing proactive communication flows with the customers to align expectations regarding onboarding and value delivery timelines
  • Collaborating proactively with other departments involved in the onboarding process by providing clear account setup requirements and deadlines
  • Identifying any process issues and/or new process building needs that arise from the evolution of our products and problem-solve by building out processes that can scale
  • Educating customers on features, capabilities, and best practices to simplify adoption and align expectations
  • Being the main point of contact to customers throughout onboarding and implementation (via video calls, calls, emails and chat)
  • Handling the successful and smooth transfer of your customers to their dedicated customer success manager after onboarding completion
  • Measuring and reporting upon the onboarding experience.
What we offer
What we offer
  • Competitive compensation & comprehensive benefits
  • Flexible, family-friendly environment that supports work-life balance
  • Global team of innovators, collaborators, and go-getters who challenge and uplift one another
  • Cutting-edge AI technology that delivers real value and solves complex challenges for our customers
  • Fast-paced startup culture with endless opportunities for learning, growth, and ownership
  • A culture built on feedback, initiative, and mutual success, where your voice is heard and your potential is nurtured
  • Medical, Dental, Vision, Disability, Life/AD&D, EAP, 15 vacation days per year to start, 80 hours of sick leave, 12 paid holidays, paid parental leave, & 401k.
  • Fulltime
Read More
Arrow Right
New

Onboarding specialist

Welcome and Orientation: Greet new employees on their first day and facilitate o...
Location
Location
India , Gurgaon
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
February 02, 2026
Flip Icon
Requirements
Requirements
  • 2 ...
Job Responsibility
Job Responsibility
  • Welcome and Orientation: Greet new employees on their first day and facilitate orientation sessions to familiarize them with company policies, culture, values, and expectations.
  • Paperwork and Documentation: Assist new hires with completing necessary paperwork such as employment forms, benefits enrollment, and tax documents.
  • Training Coordination: Coordinate training sessions for new employees, including scheduling sessions, booking trainers, and ensuring all necessary materials are available.
  • Technology Setup: Coordinate with IT department to ensure new employees have the necessary technology and equipment (e.g., laptops, software access) to perform their job duties.
Read More
Arrow Right

Onboarding Specialist

As an Onboarding Specialist, you’ll be the go-to expert for new clients as they ...
Location
Location
Mexico , Mexico City
Salary
Salary:
Not provided
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong knowledge of restaurant management systems and hospitality technology
  • Excellent communication and presentation skills
  • Proficiency with virtual training platforms (Zoom, Microsoft Teams, WebEx)
  • Outstanding interpersonal skills
  • Highly organized with strong attention to detail
  • Proactive problem-solver with a customer-first mindset
  • Ability to break down complex processes into simple, easy-to-follow steps
  • Comfortable working autonomously and making independent decisions
  • 2+ years in restaurant operations, hospitality technology, or SaaS onboarding
  • 2+ years in a client-facing role, such as implementation, project management, or consulting
Job Responsibility
Job Responsibility
  • Serve as a trusted advisor, guiding new clients through the onboarding journey and setting clear expectations
  • Act as a restaurant technology expert, providing insights and best practices to help clients optimize their POS setup
  • Proactively address client concerns, making strategic decisions to resolve challenges and keep projects on track
  • Lead discovery sessions to understand business needs and configure POS solutions accordingly
  • Collaborate with Sales, Product, and Technical Support teams to ensure seamless onboarding
  • Oversee system testing and quality assurance to guarantee a smooth launch
  • Continuously refine the onboarding experience by analyzing client feedback and key metrics
  • Identify opportunities to streamline processes and improve efficiency
  • Track performance against KPIs and ensure alignment with business goals
  • Fulltime
Read More
Arrow Right
New

Intermediate Customer Onboarding Specialist

We are looking for a high output, thoughtful, and skilled onboarding specialist ...
Location
Location
Canada , Vancouver, Calgary, Toronto
Salary
Salary:
70200.00 - 95000.00 CAD / Year
clio.com Logo
Clio
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Healthy customer obsession and focus on delivering exceptional client experience
  • Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
  • Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
  • Comfort and confidence facilitating ‘in person’ live sessions through Zoom
  • Demonstrate a keen interest in improving your craft by using AI
Job Responsibility
Job Responsibility
  • Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio’s suite of products
  • Identify what would indicate a customer’s “first value” and drive towards achieving it
  • Take complete responsibility for your ownership window as part of a customer’s entire Clio lifecycle, including setting customers up successfully for post-ownership window
  • Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible
  • Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department)
  • Own customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention
  • Be confident, articulate, and sensitive to the needs of customers and internal partners
  • Contribute regularly to our customer-facing knowledge base [Help Center]
  • Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, extraction and training activities
  • Gain an expert understanding of and stay up to date with Clio’s suite of products and common workflows
What we offer
What we offer
  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week
  • Flexible time off policy, with an encouraged 20 days off per year
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
  • Fulltime
Read More
Arrow Right

Customer Onboarding Specialist

You will be key to onboarding new customers (Lenders & Law Firms), onto the PEXA...
Location
Location
United Kingdom , Leeds
Salary
Salary:
30000.00 - 35000.00 GBP / Year
pexa.co.uk Logo
PEXA UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience in a Law Firm customer focused ‘Support’ environment, dealing with customers by phone, zoom and email
  • Articulate, polite, cheerful and friendly
  • Strong time management and organisational skills
  • Strong communication skills, written, verbal and visual
  • A self-motivated individual who is able to work autonomously and as part of a team in a fast-paced environment
  • Proactive in developing knowledge and skills through self-learning
  • High attention to detail
Job Responsibility
Job Responsibility
  • Manage the Onboarding of new subscribers (Lenders & Law Firms), adhering to the defined procedures and scripts
  • Take ownership of developing relationship through the onboarding process and to full completion of the 1st transaction
  • Maintain customer Salesforce records with updates and progress
  • Manage and educate multiple new customers through the process at the same time
  • Support Law Firms to identify suitable 1st transaction to process via PEXA
  • Assist with any processing queries throughout the transaction and follow the workspace through to completion
  • Update stage gates to support progress and reporting
  • Adhere to a defined ‘hand back’ to Sales for ongoing Relationship Management
  • Manage any feedback/issue/concerns with a resolution first approach, being empathetic and solution focused
  • Liaise with managers for additional information and support
What we offer
What we offer
  • Tailored personal and professional learning and development programs and tools
  • Holistic wellbeing support
  • Support for creating an ideal work/life blend
  • Fulltime
Read More
Arrow Right

Customer Onboarding Specialist

At Flipdish, we’re turning the tables in favour of independent restaurant and ta...
Location
Location
Pakistan , Karachi
Salary
Salary:
Not provided
flipdish.com Logo
Flipdish
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in client-facing roles
  • A focus on delivering great customer experiences
  • Strong organisational and problem-solving skills
  • Technical troubleshooting proficiency
  • Excellent communication skills
Job Responsibility
Job Responsibility
  • Onboarding Excellence: Manage the full client onboarding process, including system setup, while maintaining customer base
  • Project Management: Efficiently oversee onboarding projects, meet deadlines, and maintain accurate records in our CRM system
  • Product Expertise: Become an expert on customising Flipdish products for unique customer needs
  • Customer Communication: Serve as the primary contact for customer-facing onboarding, including issue resolution and keeping clients informed
  • Customer Optimization: Use insights to advise customers on using Flipdish product effectively and increase their lifetime value through product adoption and satisfaction
Read More
Arrow Right

Onboarding Specialist

Referral Rock is looking for a detail-oriented Onboarding Specialist who excels ...
Location
Location
Salary
Salary:
Not provided
referralrock.com Logo
Referral Rock
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in a high-volume customer-facing role (i.e., sales, customer success, onboarding, or support), preferably in SaaS
  • Demonstrated expertise in project planning, documentation, and achieving successful outcomes in a customer-centric environment
  • Excellent communication and interpersonal skills, with the ability to effectively facilitate calls/meetings and quickly build rapport with customers
  • Strong problem-solving skills and the ability to think critically, anticipate potential issues, and proactively address them
  • Exceptional organizational skills and the ability to manage multiple projects and deadlines simultaneously
  • Familiar with common sales & marketing software like Salesforce, HubSpot, Intercom, and MailChimp
Job Responsibility
Job Responsibility
  • Manage the onboarding process for new prospects and customers by creating and executing detailed onboarding plans
  • Conduct regular calls/meetings over Zoom to guide customers through each stage of their onboarding journey, address any concerns, and provide ongoing support
  • Assist customers across multiple communication channels including chat, email, and live screen shares
  • Coordinate technical assistance with your Integration Specialist teammates
  • Monitor customer health and leading indicators to proactively identify potential issues and reach out to help
  • Be the cheerleader for your customers, relaying key information and product requests to our team
  • Become a product and referral marketing expert
What we offer
What we offer
  • *Benefits available for US-based Employees
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.