Onboarding Specialist Job at Robert Half (Boston)

Customer Onboarding Specialist

Fullpath is an AI-first tech company in the automotive space with hubs across th...

Location

United States

Salary:

70000.00 - 95000.00 USD / Year

Fullpath

Expiration Date

Until further notice

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

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

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

Customer Onboarding Specialist

At Flipdish, we’re turning the tables in favour of independent restaurant and ta...

Location

Pakistan , Karachi

Salary:

Not provided

Flipdish

Expiration Date

Until further notice

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

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

Intermediate Customer Onboarding Specialist

We are looking for a high output, thoughtful, and skilled onboarding specialist ...

Location

Canada , Vancouver, Calgary, Toronto

Salary:

70200.00 - 95000.00 CAD / Year

Clio

Expiration Date

Until further notice

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

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

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