- Own onboarding and implementation activities for LOB product solutions, working directly with customers to enable use of new solutions near the point of sale.
- Ensure customers understand products and training options and can successfully use products after onboarding.
- Conduct a customer check-in within 30 days of onboarding.
- Help customers upgrade to new solutions, including moving customer data and/or activities and ensuring successful adoption.
- Serve as the point person for customer assistance during onboarding; triage difficult situations and coordinate resolutions with tenured team members.
- Collaborate professionally with customers and account teams to complete onboarding successfully.
- Set customer expectations for ongoing support and transfer relationships to the post-onboarding team through renewal.
- Maintain regular touchpoints with team members, communicate status, update order‑handling applications, elevate issues and request assistance when needed.
- Own resolution of roadblocks inhibiting successful use of purchased solutions during onboarding.
- Deliver customer enablement and onboarding in accordance with contractual requirements for signed D & B product and service agreements.
Requirements
- Bachelor’s degree and a minimum of 1 year of relevant work experience.
- Ability to understand external data related to LOB use cases.
- Ability to view, extract, transfer, store, recall and manipulate data files.
- Able to communicate (oral & written) to a variety of customer audiences.
- Able to train and transfer knowledge and skills to customers.
- Results‑oriented individual, able to handle multiple and/or priorities in a fast‑paced, dynamic environment.
- Customer focused.
- Proficiency in Microsoft Office Suite skills.
- Show an ownership mindset in everything you do; be a problem solver, curious, proactive and collaborative.
- Continuous growth mindset and willingness to keep learning through stakeholder, expert, colleague and mentor relationships and structured courses and programs.
- Where applicable, fluency in English and languages relevant to the working market.
- Ability to sit, speak and operate telephone and/or computer for long periods of time.
- Ability to handle pressure, stressful conditions, and conflict resolution.
- Ability to work day, evening and/or weekend hours as needed.
- Ability to stand, walk, climb, kneel, crouch and bend over for work at office premises and office events.
- Regular attendance in the office.
Core Competencies
Demonstrates expertise in customer onboarding and enablement, ensuring successful adoption of LOB product solutions through effective communication, training, and problem‑solving. Proficient in data manipulation and maintaining customer relationships while managing multiple priorities in a dynamic environment.
Highest‑signal resume keywords
- Customer Onboarding
- Data Manipulation
- Microsoft Office Suite
- Customer Training
- Conflict Resolution
ATS Optimization Keywords
Hard Skills
- Data Extraction
- Data Transfer
- Data Storage
- Data Recall
- Data Manipulation
Soft Skills
- Communication
- Problem Solving
- Proactive Mindset
- Collaboration
- Customer Focus
Certifications & Qualifications
Industry Keywords
- LOB Product Solutions
- Customer Enablement
- Onboarding Activities
- Contractual Requirements
- Stakeholder Relationships