Onboarding Specialist - Remote

Overview

The Onboarding Specialist is responsible for overseeing the onboarding process for clients, ensuring a smooth transition and providing personalized training.

In Short

• Oversee client onboarding processes and ensure timelines are met.
• Coordinate transitions from previous systems to new implementations.
• Facilitate personalized online product training tailored to client needs.
• Maintain proactive communication with customers throughout the onboarding journey.
• Work closely with various teams to resolve onboarding-related issues.
• Uphold professionalism and embody company core values.
• Address and manage support tickets with urgency.
• Promote a high level of company professionalism.
• 2-3+ years of experience in customer implementation/onboarding projects required.
• Strong problem-solving skills and adaptability in a fast-paced environment.

Requirements

• Experience supporting customer implementation and/or onboarding projects.
• Adept at building relationships and collaborating with all organizational levels.
• Creative problem solver with strong time management skills.
• Proactive and accountable with a customer-centric approach.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks effectively.
• Working knowledge of Microsoft Office 365 and CRM platforms.
• Intermediate Excel skills.
• Experience with ticket/incident management systems.
• Empathetic listener with a passion for customer success.

Benefits

• Competitive salary based on experience.
• Comprehensive benefits package.
• Flexible vacation policy.
• Opportunity to work in a dynamic and supportive environment.
• Professional development opportunities.