Onboarding Specialist - Remote

Overview

The Onboarding Specialist will play a crucial role in customer success and retention for new business clients at pulseM and Customer Lobby, focusing on enhancing customer communication and experience.

In Short

• Coordinate with sales to ensure onboarding readiness.
• Schedule and run setup calls with new clients.
• Act as a consultant to advise businesses on best practices.
• Document customer journeys in CRM tools.
• Identify upselling opportunities.
• Partner with development to resolve technical issues.
• Must be a self-starter and detail-oriented.
• Strong communication skills required.
• Experience with SaaS account management is a plus.
• Flexibility to work remotely or in-office.

Requirements

• 1+ years of experience in onboarding or account management.
• Customer service orientation with empathy and active listening.
• Proficiency in Excel for data analysis.
• Ability to manage multiple onboarding journeys simultaneously.
• SalesForce, ChurnZero, Office 365, and HubSpot experience preferred.
• Strong written and oral communication skills.
• Must thrive in a fast-paced environment.
• Ability to prioritize effectively.
• Must be eligible to work without sponsorship.
• Willingness to travel to corporate headquarters as needed.

Benefits

• Flexibility to work remotely or in-office.
• Investment in professional development.
• Robust health and wellness benefits.
• 401k with up to a 4% match.
• Flexible and generous time-off policy.
• Employee Stock Purchase Program.