SaaS Onboarding Specialist

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

📋 Description

• Manage relationships during the onboarding process for new Pros, which includes account activation, transition, adoption, product utilization, relationship development, and delivering product and service value.

• Act as the main dedicated resource for Pros in their early lifecycle, facilitating a seamless transition from sales to onboarding.

• Reinforce and promote the value of Housecall Pro, building Pro confidence and encouraging early product adoption.

• Share client information, trends, and feedback across Sales, Marketing, Engineering, and Tech Support teams.

• Collaborate cross-functionally, particularly with Account Managers, to minimize risk, enhance retention, and ensure sustained growth.

• Prepare, develop, and cultivate Pros for advocacy through a consultative and empathetic approach.

• Identify opportunities for expansion, suggest improvements, and enhance the Pro experience.

• Oversee details, timelines, and actions to promote efficiency.

• Utilize qualitative and quantitative analysis to enhance Pro opportunities.

• Create processes that surpass customer expectations in service delivery.

• Resolve technical issues and apply extensive product knowledge to devise effective solutions.

⛳️ Requirements

• 1-3+ years of experience in full-time customer success, implementation, or sales.

• Bachelor's degree or equivalent experience in a relevant field.

• Demonstrated success in building relationships with new customers and surpassing success metrics.

• Availability to work scheduled shifts Monday through Friday, from 11am to 8pm PST.

• Advanced proficiency in English.

• Strong problem-solving abilities.

• Excellent written and verbal communication skills.

• Quick attention to detail.

• Strong organizational and time management capabilities.

• Experience utilizing AI tools to enhance the quality and efficiency of work.

• Ability to thrive in a fast-paced environment.

• Capacity to start anew, learn from the ground up, and succeed in new settings.

🏝️ Benefits

• Paid holidays.

• Flexible, use-it-as-you-need-it scheduled time off.

• A culture that fosters innovation and values bold ideas.