As a Customer Onboarding Specialist at our SAAS scheduling product , you'll play a crucial role in driving product-led growth, guiding customers through their initial experiences with our software. Your mission is to promote customer satisfaction and maximize product adoption while ensuring a balanced approach to their onboarding journey.
What You'll Do:
- Conduct Engaging Demos: Deliver informative product demos for prospective and new customers, creating a strong connection and enthusiasm for our software.
- Customer outreach : Initiate and engage with customers through multiple channels namely Outbound calls & Inbound chats for effective communication and facilitation of product adoption
- Facilitate Onboarding Sessions: Ensure customers grasp the full spectrum of software features and functionalities, helping them find balance in their new tools.
- Provide Personalized Training: Offer tailored support designed to meet each customer's unique needs, empowering them to grow their capabilities with our software.
- Collaborate with Teams: Work alongside support teams to ensure seamless transitions for new customers, fostering a cohesive connection that enhances their experience.
- Develop Resources: Create and update onboarding materials and resources, reflecting our commitment to providing balanced and comprehensive assistance.
- Gather Customer Feedback: Relay insights to product and development teams, contributing to our growth strategy and the ongoing improvement of our services.
- Monitor Adoption Rates: Track customer usage and provide proactive support, guiding them to optimize their experience and achieve the right balance in using our software.
- Troubleshoot Issues: Address inquiries and resolve challenges during the onboarding process, maintaining a strong connection with customers to enhance their satisfaction.
Must-have:
- 1-3 years of experience in customer-facing sales/onboarding roles (US/UK/Canada).
- Bachelor's degree in a related field or equivalent work experience.
- Excellent communication and presentation skills.
- Strong customer service orientation with a focus on satisfaction.
- Ability to simplify complex technical concepts for easy understanding.
- Strong organizational skills and attention to detail.
- Proactive problem-solving mindset to effectively address customer needs.
- Ability to work collaboratively with cross-functional teams.
Good to have:
- Proficiency in software products and quick adaptability to new technologies.
- Familiarity with CRM systems and customer support tools.
- Previous experience in customer onboarding, support, or a similar role.
- Experience in conducting product demos or training sessions.
- Background in the software or tech industry is a plus.
Workspace requirements:
- Private workroom with the ambience to handle calls.
- Ready for video calls at all times. Video calls are an integral part of maintaining the human connection while working from Anywhere.
- Good Internet speed (Above 50 MBPS Download and Upload) with the ability to be wired (LAN).
- Power backup (if you have frequent power cut issues).
About us
We are a Portland-based SaaS product company on a mission to empower businesses to work from Anywhere. Our global team of engineers, designers, testers, product experts, customer experience associates, and marketers come together to create a better way to work. Our products and services help businesses to be more productive, flexible, and scalable. Together, we can change the way the world works!
