Jr Customer Onboarding Specialist

As a Customer Onboarding Specialist, you will be the primary point of contact for new clients, guiding them through the initial stages of using our software. Your responsibilities will include conducting product demos, training sessions, and ensuring customers are fully equipped to use the software effectively. Your goal is to promote customer satisfaction and maximize product adoption. This role is ideal for someone who enjoys working directly with customers, has a passion for technology, and is dedicated to helping customers succeed with our software.

Roles and responsibilities

• Conduct engaging and informative product demos for prospective and new customers.
  
• Facilitate onboarding sessions to ensure customers understand software features and functionalities.
  
• Provide personalized training and support tailored to the customer's specific needs.
  
• Collaborate with support teams to ensure seamless transitions for new customers.
  
• Develop and update onboarding materials and resources.
  
• Collect and relay customer feedback to product and development teams for continuous improvement.
  
• Monitor customer usage and adoption rates, providing proactive support and guidance.
  
• Address customer inquiries and troubleshoot issues during the onboarding process.
  
  

Must have

• Must have 0-2 years of experience in US/UK/Canada customer-facing sales/onboarding roles.
• Bachelor's degree in a related field or equivalent work experience.
• Excellent communication and presentation skills.
• Strong customer service orientation with a focus on customer satisfaction.
• Ability to explain complex technical concepts in an easy-to-understand manner.
• Strong organizational skills and attention to detail.
• Problem-solving mindset with a proactive approach to addressing customer needs.
• Ability to work collaboratively with cross-functional teams.

Good to have

• Proficiency in using software products and ability to quickly learn new technologies.
• Familiarity with CRM systems and customer support tools.
• Previous experience in customer onboarding, customer support, or a similar role.
• Experience conducting product demos or training sessions.
• Background in the software or tech industry is a plus.

Workspace requirements

• A private workroom with the ambience to handle calls.
• Ready for Video calls at all times. Video calls are an integral part of maintaining the human connection while working from Anywhere.
• Good Internet speed (Above 50 MBPS Download and Upload) with the ability to be wired (LAN).
• Power backup (if you have frequent power cut issues).

About us

We are a Portland-based SaaS product company on a mission to empower businesses to work from Anywhere. Our global team of engineers, designers, testers, product experts, customer experience associates, and marketers come together to create a better way to work. Our products and services help businesses to be more productive, flexible, and scalable. Together, we can change the way the world works!