Customer Onboarding Specialist

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Requirements:

• Bachelor’s degree in Marketing, Design, or a related field preferred.
• Proven experience in customer onboarding, customer success, or support roles in a SaaS environment.
• Ability to quickly learn and adapt to new technologies and features.
• Background in design and marketing, capable of creating engaging onboarding content.
• Excellent verbal and written communication skills, with a strong focus on customer experience.
• Ability to manage multiple onboarding processes simultaneously while maintaining attention to detail.
• Familiarity with CRM tools and customer support software.

Responsibilities:

• Conduct personalized onboarding sessions for new customers, providing in-depth knowledge of ThriveCart’s features.
• Create and implement tailored onboarding plans for about 120 customers monthly, managing 5 to 6 sessions daily.
• Develop and maintain onboarding materials, collaborating with marketing and design teams.
• Provide ongoing support during onboarding, addressing customer queries and resolving issues.
• Gather and analyze customer feedback to improve the onboarding experience.
• Maintain detailed records of customer interactions and onboarding progress in the CRM system.
• Collaborate with cross-functional teams to drive customer success initiatives.