Senior Customer Onboarding Specialist

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

📋 Description

• Schedule and facilitate onboarding calls or meetings with new clients

• Introduce clients to the onboarding process and provide guidance on how to get started

• Address client inquiries during the onboarding phase

• Oversee the non-technical onboarding procedure from initial contact to training and handover

• Collaborate with customer success, technical onboarding, and various teams

• Maintain internal Salesforce reports and identify potential risks

• Assist clients in migrating partners from other providers to Partnerize

• Manage and execute platform support tasks before launch, such as uploading creative assets and setting up commission rules

• Conduct training sessions on the Partnerize Platform

• Create both internal and external documentation

• Provide mentorship and training to junior team members

• Ensure the team meets established SLAs/KPIs

• Support internal and customer-facing initiatives to enhance onboarding

• Assist existing clients and deliver training to new customers and internal teams

⛳️ Requirements

• Experience in client or customer support (minimum of 2 years)

• Background in project management

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

• Ability to work collaboratively, a strong work ethic, and a willingness to learn

• High attention to detail

• Strong prioritization and organizational abilities

• Excellent interpersonal and soft skills

• Comprehensive computer literacy

• Strong problem-solving capabilities

• Confidence in presenting and leading meetings

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

• Experience in conducting training sessions

• Background in digital marketing

• Experience in creating guides and training materials

• 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 – 4% employee match

• Comprehensive Wellness Program including access to EAP, Wellness Coaching & Wellness Programs

• Regular company events and activities

• Competitive salary

• Flexible work environment