Customer Onboarding Specialist - Remote

Overview

The Customer Onboarding Specialist provides amazing service that makes our customers love us. This role is critical in ensuring a successful onboarding for new customers transitioning to MyCase, establishing a solid foundation for their future success.

In Short

• Master the product through formal training and continued learning.
• Prepare and lead customized customer onboarding experiences.
• Complete tasks in an organized manner to meet project deadlines.
• Conduct proactive outreach to ensure customer success during the initial phase.
• Respond to customer inquiries promptly via phone and email.
• Enhance customer satisfaction through distinctive service.
• Establish trusted advisor relationships with customers.
• Utilize Zoom for face-to-face customer service interactions.
• Manage customer interactions using SalesForce.
• Collaborate with teams to define best practices for onboarding.

Requirements

• BA/BS/BE degree required.
• Exceptional customer relationship building skills.
• Excellent written and oral communication skills.
• Strong analytical capabilities for advanced problem-solving.
• Demonstrable leadership skills.
• Ability to influence decision-making.
• Highly organized with strong multitasking abilities.
• Passion for leading and helping others.
• SaaS experience and/or legal experience desired.

Benefits

• Fully covered medical, dental, and vision coverage.
• Pet insurance available.
• Flexible paid time off policy.
• 401K with company match.
• Competitive compensation packages with bonuses and equity options.
• Health wellness program including nutrition consultations.
• Parental resources with 16 weeks of paid time off for primary caregivers.
• Professional development opportunities.
• Matching gift program for community support.
• In-office perks including free lunch delivery and stocked kitchen.