Onboarding Specialist

VirtualVocations; Mesa (AZ); Remote; USD 50,000 - 70,000; Full time

Job summary

A remote-focused company is seeking an Onboarding Specialist to oversee customer onboarding processes and provide support. The ideal candidate will have over 1 year of experience in SaaS CRM onboarding, strong organizational skills, and proficiency in using Excel. Responsibilities include managing the customer journey and conducting follow-up sessions to ensure content understanding.

Qualifications

• 1+ years of experience in SaaS CRM onboarding and training.
• Ability to serve as the primary contact between internal and external stakeholders.
• Strong organizational skills with the ability to prioritize tasks.
• Technical proficiency with the ability to quickly learn new software products.
• Experience in using Excel for reviewing and troubleshooting customer data.

Responsibilities

• Manage the customers' Getting Started Journey.
• Conduct 1 virtual follow-up session to ensure understanding of learning content.
• Assist customers in recognizing the value of their purchased platform(s).

Skills

SaaS CRM onboarding

Organizational skills

Technical proficiency

Excel for data review

Job description

Overview

A company is looking for an Onboarding Specialist to manage customer onboarding processes and provide support in a remote environment.

Responsibilities

• Manage the customers' Getting Started Journey
• Conduct 1 virtual follow-up session to ensure understanding of learning content
• Assist customers in recognizing the value of their purchased platform(s)

Qualifications

• 1+ years of experience in SaaS CRM onboarding and training
• Ability to serve as the primary contact between internal and external stakeholders
• Strong organizational skills with the ability to prioritize tasks
• Technical proficiency with the ability to quickly learn new software products
• Experience in using Excel for reviewing and troubleshooting customer data