Customer Onboarding Specialist

Posted Aug 25

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

πŸ“‹ Description

β€’ Oversee the onboarding process for a substantial number of customers (20-40 each month) through phone, email, and video calls.

β€’ Assist customers with data migration using export and import tools.

β€’ Evaluate specific customer needs and provide guidance on configurations.

β€’ Educate new customers and their teams on the functionalities of the website.

β€’ Ensure a top-tier and streamlined customer launch experience.

β€’ Serve as a liaison between customers and the Product team to convey customer feedback.

β€’ Proactively resolve issues and handle escalations.

β€’ Partner with the Vice President of Customer Success to develop Onboarding systems and playbooks.


⛳️ Requirements

β€’ 2-4 years of relevant experience in onboarding, training, customer service, or project management.

β€’ Driven by the success of others and a passion for assisting customers.

β€’ Familiarity with data migration and proficiency in Microsoft Excel.

β€’ Strong project management skills.

β€’ Excellent written and verbal communication abilities.

β€’ High attention to detail and organization.

β€’ Proficient in using technology (CRM, Slack, etc.) to operate effectively in a remote setting.

β€’ Comfortable working in a fast-paced and dynamic company environment.

β€’ Quick to learn new software products and become a product expert.


🏝️ Benefits

β€’ Flexibility for permanent remote work.

β€’ Paid Time Off.

β€’ Annual performance bonuses.

β€’ Dedicated coaches provide an additional channel for support and skill development.

β€’ Opportunities for professional advancement.

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