Onboarding Specialist

• 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

• 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

Familiarity with referral marketing concepts and strategies is a plus

*Benefits available for US-based Employees