Customer Success Onboarding Specialist - Remote

Overview

The Customer Success Onboarding Specialist supports the successful implementation and adoption of Foley’s software for corporate clients, working closely with internal teams and clients to ensure a smooth onboarding process.

In Short

• Assist Corporate Onboarding Coordinators and Managers in developing client-facing materials.
• Create and maintain detailed internal documentation and process guides.
• Facilitate the implementation process for corporate customers.
• Gather and document customer-specific configuration requirements.
• Provide professional communication and follow-up with clients.
• Coordinate onboarding tasks, manage timelines, and communicate updates.
• Evaluate customer needs and manage project plans accordingly.
• Develop and maintain subject matter expertise on Foley’s products.
• Ensure accuracy of customer records in business systems.
• Provide administrative support across onboarding and ongoing account management.

Requirements

• 1-3+ years of customer success or customer service experience.
• Project management and/or customer onboarding experience preferred.
• Basic Generative AI experience preferred.
• Effective communication and people skills.
• Strong work ethic and ability to innovate and think critically.
• Ability to multitask and meet deadlines.
• Strong PC skills, proficiency in Microsoft Word, Excel, and Outlook.
• Exceptional organizational abilities.

Benefits

• Choose from 3 medical plans, 2 levels of dental, and 2 levels of vision plans.
• Generous vacation, sick, and personal time off.
• 401K plan with a match.
• Support for employee well-being.
• Opportunities for professional growth.
• Collaborative and entrepreneurial work environment.
• Transparency and teamwork celebrated.
• Engaged and connected remote work culture.