- Schedule and conduct customer onboarding meetings and training sessions.
- Manage non-technical onboarding processes from initial contact through handover.
- Coordinate cross-functional projects with customer success and technical teams.
- Update Salesforce reports and monitor onboarding risks.
- Assist clients with partner migrations to the Partnerize platform.
- Perform platform configuration tasks including uploading assets and setting commission rules.
- Create internal and external training documentation.
- Mentor junior team members and ensure team KPI/SLA attainment.
Project ManagementSalesforceMicrosoft Excel+5 more