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Customer Onboarding Specialist - Remote

Posted 28 weeks ago
Customer Service
Full Time
Canada

Overview

The Customer Onboarding Specialist will ensure a seamless transition for new customers, guiding them through the product and setting the foundation for long-term success.

In Short

  • Manage and execute trial kick-off meetings.
  • Lead new customer onboarding processes.
  • Enhance the onboarding experience from free trial to paying customers.
  • Provide initial technical support during onboarding.
  • Monitor and report on customer success metrics.
  • Collaborate with customers through communication tools.
  • Develop and maintain customer support resources.
  • Identify success stories for case studies.
  • Collect customer feedback for product improvements.
  • Maintain accurate records in the CRM.
  • Liaise between sales, customer success, and product teams.

Requirements

  • Experience in customer onboarding or customer success roles.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple customer accounts.
  • Technical aptitude to provide product support.
  • Experience with CRM tools.
  • Ability to create engaging content for customer resources.
  • Analytical skills to monitor customer success metrics.
  • Team player with cross-functional collaboration experience.

Benefits

  • Opportunity to work with a dynamic team.
  • Impactful role in customer success.
  • Access to cutting-edge technology.
  • Professional development opportunities.
  • Flexible working environment.
Octopus HR logo

Octopus HR

Octopus HR is a rapidly growing company that specializes in AI-powered business development software tailored for commercial general contractors. Their innovative technology revolutionizes the way construction companies discover new opportunities and manage client relationships. With a mission to enhance business development processes, Octopus HR aims to optimize project ROI through early engagement and drive growth within the construction industry. They are committed to building a dynamic team of passionate individuals who share their vision of transforming relationship-building in construction.

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