Customer Onboarding and Training Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Organize and schedule onboarding and training sessions for new clients

• Provide product or service training through live sessions, webinars, or self-service resources

• Monitor onboarding milestones and follow up on pending action items

• Act as a liaison for customer inquiries during the onboarding process

• Keep onboarding and training materials and documentation up to date

• Collaborate with internal teams to address onboarding challenges or delays

• Collect customer feedback to enhance onboarding and training initiatives

• Follow company policies and procedures diligently

• Achieve or surpass performance targets related to relevant KPIs

• Continuously update knowledge of customer onboarding, training strategies, industry standards, and best practices

• Work in partnership with other departments as required

• Maintain a positive, empathetic, and professional demeanor towards customers and colleagues

• Carry out additional tasks as assigned

⛳️ Requirements

• At least one (1) year of experience in customer onboarding, training, or a similar client-facing position

• Excellent presentation and facilitation skills, capable of delivering engaging training sessions

• Strong organizational abilities, with the capacity to manage multiple onboarding cases simultaneously

• Exceptional written and verbal communication skills

• Proficient in training, LMS, or customer onboarding software

• Strong focus on customer service, able to assist clients throughout the onboarding journey

• Proven ability to work independently with little supervision

• Keen attention to detail, capable of accurately tracking onboarding progress

• Experience in developing or updating training materials is a plus

• Outbound Sales / Cold Calling Experience: Highly advantageous

• Basic knowledge of technical support and troubleshooting

• Prior hands-on experience with Salesforce and Zendesk

🏝️ Benefits

• Remote/Work-At-Home setup

• BYOD (Bring-Your-Own-Device) equipment policy

• Opportunities for training and continuous learning

• Equal Employment Opportunity workplace