Client Onboarding Specialist

📋 Description

• Lead and execute organized onboarding training sessions for new clients, ensuring they comprehend the platform setup, essential workflows, and features specific to their roles.

• Create and enhance training programs tailored for various client personas, with an emphasis on adoption and effective use of features.

• Monitor training progress and adoption metrics in HubSpot, proactively mitigating any risks to client engagement.

• Work in partnership with internal teams to ensure training content is current, including recorded walkthroughs and instructional guides.

• Recognize opportunities for enhancing training programs based on adoption analytics and client feedback.

⛳️ Requirements

• 3-5 years of experience in B2B SaaS customer training or education.

• Demonstrated ability to design and implement structured training programs, tailoring content for diverse audiences.

• Proficiency in utilizing CRM tools like HubSpot to monitor training progress and adoption rates.

• Excellent communication skills, capable of conveying complex product features in a clear manner.

• Experience working collaboratively with cross-functional teams to enhance training content and processes.

🏝️ Benefits

• Competitive salary in USD

• Remote-first flexibility. Work from anywhere.

• A monthly flexible benefits budget, in addition to your salary.

• PTO and paid U.S. holidays