Client Onboarding and Support Specialist

Jobtailor; Deutschland; Vor Ort; EUR 42.000 - 65.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an onboarding and training specialist to lead virtual onboarding sessions and product trainings for new customers. You will serve as the primary contact for support tickets and collaborate with Account Management to drive customers toward a healthy onboarding state.

You will document interactions in Salesforce/HubSpot, leverage Zendesk and Dialpad when needed, and help improve training materials and processes.

Qualifikationen

• 2–3 years of onboarding, training, or customer support experience.
• Experience in eyecare industry (optometry/ophthalmology) preferred.
• Excellent communication and presentation skills for virtual trainings and customer calls.
• Willingness to travel 50–75% for customer meetings and events.

Aufgaben

• Lead virtual onboarding sessions and product trainings for new customers.
• Serve as the primary contact for support tickets, troubleshooting, and technical questions.
• Partner with Account Management to ensure customers reach a healthy onboarding status.
• Document and track customer interactions in our CRM (Salesforce/HubSpot).
• Experience with Zendesk & Dialpad is a bonus.
• Identify and elevate recurring product or workflow issues to Product/Engineering teams.
• Support conferences and on-site training events as needed (50-75% travel).
• Contribute to internal documentation, training materials, and support processes to improve team efficiency.

Kenntnisse

Customer onboarding

Training

Customer support

Communication

Presentation

CRM usage

Zendesk

Dialpad

Travel coordination

Tools

Salesforce

HubSpot

Zendesk

Dialpad

Jobbeschreibung

Responsibilities

• Lead virtual onboarding sessions and product trainings for new customers
• Serve as the primary point of contact for support tickets, troubleshooting, and technical questions
• Partner closely with Account Management to ensure customers achieve full “healthy” status after onboarding
• Document and track customer interactions in our CRM (Salesforce/HubSpot)
• Experience in support ticketing via Zendesk & Dialpad is a bonus
• Identify and elevate recurring product or workflow issues to the Product and Engineering teams
• Support conference and on-site training events as needed (50-75% travel required)
• Contribute to internal documentation, training materials, and support processes to improve team efficiency

Requirements

• 2–3 years of experience in onboarding, training, or customer support
• Experience in the eyecare industry (optometry or ophthalmology) strongly preferred
• Excellent communication and presentation skills—comfortable leading virtual trainings and customer calls
• Tech-savvy and organized; able to manage multiple onboarding projects simultaneously
• Willingness to travel 50-75% of the time for customer meetings and conferences
• Resides in or willing to work CST or PST hours consistently

Core Competencies

Demonstrates expertise in customer onboarding and training within the eyecare industry, with strong communication and organizational skills to manage multiple projects and support customer success effectively.