Customer Onboarding & Training Coordinator

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

📋 Description

• Organize and plan onboarding and training sessions for new clients

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

• Monitor onboarding milestones and follow up on pending action items

• Act as a primary contact for customer inquiries during the onboarding process

• Maintain and refresh onboarding and training documentation and materials

• Collaborate with internal teams to address onboarding challenges or delays

• Collect customer feedback to foster continuous improvement

• Comply with company policies and procedures

• Achieve or surpass performance targets for relevant KPIs

• Continuously enhance knowledge of onboarding practices, training methods, and industry standards

• Work together with other departments as necessary

• Uphold a positive, empathetic, and professional demeanor

• Execute other 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 abilities, with a knack for delivering engaging training sessions

• Strong organizational capabilities, with the ability to handle multiple onboarding cases at once

• Exceptional written and verbal communication skills

• Proficiency in training, LMS, or customer onboarding software

• Strong customer service focus, with the ability to guide customers through the onboarding journey

• Proven ability to work autonomously with little supervision

• Keen attention to detail, with the capability to accurately track onboarding progress

• Experience in creating or revising training materials is a plus

• Outbound Sales / Cold Calling experience: Highly advantageous

• Technical Support / Troubleshooting: Basic troubleshooting knowledge is required

• Prior hands-on experience with Salesforce and Zendesk

🏝️ Benefits

• Remote/Work-At-Home setup

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

• Training and professional development opportunities

• Equal Employment Opportunity workplace