Senior Customer Onboarding Specialist

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

📋 Description

• Schedule and facilitate onboarding calls or meetings with new clients.

• Introduce clients to the onboarding process, offering guidance and addressing inquiries.

• Oversee non-technical onboarding from the initial contact through training and handover.

• Collaborate with customer success and technical onboarding teams.

• Regularly update internal Salesforce reports and identify potential risks.

• Assist clients in transitioning partners from another provider.

• Coordinate and implement platform support tasks prior to launch, including uploading creative assets and configuring commission rules.

• Conduct training sessions on the Partnerize Platform.

• Develop internal and external documentation.

• Provide mentorship and training to junior team members.

• Ensure team members adhere to established SLAs/KPIs.

• Support internal and customer-facing projects aimed at enhancing onboarding and existing customer support.

⛳️ Requirements

• Minimum of 2 years of client or customer support experience.

• Experience in project management.

• Exceptional communication skills with the ability to convey technical information to a non-technical audience.

• Strong teamwork, work ethic, and eagerness to learn.

• Keen attention to detail.

• Proficient in prioritization and organizational skills.

• Strong interpersonal and soft skills.

• Comprehensive computer literacy.

• Demonstrated problem-solving capabilities.

• Ability to confidently present and lead meetings.

• Proficient in Excel / Google Sheets for data manipulation (e.g., using formulas).

• Experience in conducting training sessions.

• Background in digital marketing.

• Experience in writing guides and training materials.

• Degree in Marketing, Advertising, or Business (preferred).

• Experience in team coordination.

🏝️ Benefits

• Flexible Time Off Policy – Take the time you need.

• Enhanced Parental Leave: 16 weeks for birth parents, 8 weeks for non-birth parents at full pay after one year of employment.

• Comprehensive Company Sponsored Health & Welfare Benefits.

• 401k Plan with a 4% employee match.

• Enhanced Wellness Program, including access to EAP, Wellness Coaching, and Wellness Programs.

• Regular company events and activities.

• Competitive salary.

• Flexible work environment.