Customer Onboarding Specialist

A company is looking for an SMB Onboarding Specialist to deliver a tailored onboarding experience for clients integrating software solutions.

Key Responsibilities

Oversee the onboarding journey for SMB accounts, managing customer relationships and ensuring timely service

Facilitate strategic conversations to achieve desired outcomes and drive software adoption

Provide expert-level training on software solutions and report on performance metrics

Required Qualifications

Experience in customer onboarding or account management

Familiarity with software solutions and digital resources

Ability to manage customer success plans and track progress

Knowledge of Salesforce or similar CRM for pipeline management

Strong understanding of customer satisfaction metrics and reporting