CRM Onboarding Specialist - Remote

Overview

Kaseya is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide powered by AI. Kaseya’s best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners, a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve.

Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to www.Kaseya.com and for more information on Kaseya’s culture.

Kaseya is not your typical company. We are not afraid to tell you exactly who we are and our expectations. The thousands of people that succeed at Kaseya are prepared to go above and beyond for the betterment of our customers.

In Short

• Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps
• Deliver clear training and resources to drive adoption
• Manage onboarding plans, timelines, and proactive communication
• Respond to client tickets with timely, high-quality support and provide coverage as needed
• Troubleshoot issues, identify blockers early, and coordinate with internal teams
• Focus on long-term outcomes and contribute to playbook/SOP improvements

Requirements

• 2 to 3 years in onboarding, implementation, customer success, or CRM support
• Strong CRM knowledge (pipelines, automations, segmentation, campaigns, contacts, integrations); KEAP a plus
• Confident leading calls and trainings with business owners and teams
• Organized and comfortable managing multiple onboardings
• Client-first, accountable, and able to balance empathy with execution
• Strong team collaboration: you work well across departments, communicate openly, share knowledge, and support teammates to deliver a seamless client experience

Benefits

• Join the Kaseya growth rocket ship and see how we are #ChangingLives!