Senior Onboarding Consultant

Jobtailor; Deutschland; Remote; EUR 55.000 - 85.000; Vollzeit

Zusammenfassung

Jobtailor seeks a seasoned onboarding specialist to lead KnowBe4 platform deployments for new customers. You will partner with CSMs and Sales to tailor onboarding plans, provide hands-on setup and training, and act as the primary point of contact during onboarding.

The role emphasizes fast, secure integrations and a strong focus on adoption and customer success. Requirements include 3–5 years in customer onboarding/implementation, Salesforce experience, PSA/time-tracking familiarity, and

Qualifikationen

• Bachelor's degree or equivalent education preferred
• Familiarity with IT Security and AI/SaaS technology space
• 3–5 years experience in Customer Implementation/Onboarding/Support/Consulting/BA or related roles
• Experience with Salesforce or other CRM
• Experience with a Services PSA solution and/or time tracking
• Experience with Microsoft Excel and Word
• Experience with Gmail and Google Docs
• Experience with web browsers (Chrome, IE)
• AI/SaaS application, Cybersecurity and IT experience is a plus
• Strong verbal and written communications
• Excellent time management and organization skills
• Superior customer service skills
• Strong collaborative and teamwork skills
• Ability to learn KnowBe4 platform and cross-train as new product evolves
• Ability to build rapport with customers via phone, email and video conferencing

Aufgaben

• Lead onboarding and implementation for new customers securing timely deployment of KnowBe4
• Collaborate with CSMs and Sales to design tailored onboarding plans
• Provide hands-on support during platform setup, configuration and training
• Serve as primary customer contact during onboarding and resolve issues
• Recommend integration of products into customers' environments based on security protocols
• Share best practices for platform adoption and maintenance
• Ensure smooth handoff between Sales and Customer Success
• Coordinate with Product, Engineering, and Support on onboarding queries
• Document onboarding steps, milestones, configurations and final solution
• Independently manage account workload with minimal oversight
• Handle larger and more technical account workloads
• Specialize in multiple products and lead Jr. team members in best practices
• Guide customers through setup, activation and deployment of initial high-value use case

Kenntnisse

Customer Onboarding

IT Security Familiarity

Salesforce Experience

Technical Consulting

Time Management

Ausbildung

Bachelor's degree or equivalent

Tools

Salesforce

Gmail

Google Docs

Microsoft Excel

Microsoft Word

PSA Solution

Time Tracking

Jobbeschreibung

• Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform
• Collaborate with CSMs and Sales to understand customer goals and design tailored onboarding plans
• Provide hands‑on support during platform setup, configuration, and initial training
• Act as the primary customer contact during onboarding, addressing inquiries and resolving issues promptly
• Recommend how to integrate products and the platform into customers' technical environments based on their security protocols
• Provide best practices for managing and maintaining the platform and moving into the adoption phase
• Ensure proper handoff between Sales and Customer Success teams
• Coordinate with Product, Engineering, and Customer Support on onboarding-related questions and feedback
• Document onboarding steps, milestones, system configuration updates, and the final production solution
• Independently manage the account workload with little oversight
• Handle larger and more technical account workloads
• Specialize in several products and lead Jr. team members in adopting best practices
• Guide customers through product setup, configuration, activation, capability and feature review, and deployment of an initial high-value use case into production

Requirements

• Bachelor's degree or equivalent education preferred
• Familiarity with standard concepts, practices and procedures within the IT Security Field and AI/SaaS technology space
• 3-5 years experience in Customer Implementation, Customer Onboarding, Customer Support, Technical Consulting, Business Analyst or related roles and experience
• Experience with Salesforce or other CRM
• Experience with a Services PSA solution and/or time tracking
• Experience with Microsoft Excel and Word
• Experience with Gmail and Google Docs
• Experience with web browsers (Chrome, Internet Explorer, etc.)
• AI/SaaS application, Cybersecurity and IT experience is plus
• Strong verbal and written communications
• Excellent time management and organization skills
• Superior customer service skills
• Strong collaborative and team work skills
• Ability to learn new technical concepts and understanding of the KnowBe4 platform
• Ability to learn and cross train as new product and platform innovation occurs
• Ability to build rapport with customers via phone, email and video conferencing
• Ability to work with minimal supervision
• An applicant assessment and background check may be part of the hiring procedure

Core Competencies

Demonstrates expertise in Customer Onboarding and Implementation, with a strong focus on the KnowBe4 platform and IT Security practices. Capable of managing customer relationships, providing technical support, and ensuring successful deployment and adoption of SaaS solutions.

Highest-signal resume keywords

• Customer Onboarding
• IT Security Familiarity
• Salesforce Experience
• Technical Consulting
• Time Management

ATS Optimization Keywords

Hard Skills

• Customer Implementation
• Technical Consulting
• SaaS Technology
• Cybersecurity Experience
• Microsoft Excel
• Microsoft Word
• Gmail
• Google Docs
• Web Browsers
• Services PSA Solution

Soft Skills

• Strong Verbal Communication
• Strong Written Communication
• Excellent Time Management
• Superior Customer Service
• Collaborative Teamwork

Industry Keywords

• AI Technology
• SaaS Application
• Customer Success
• Account Management
• Platform Integration