Onboarding Specialist

Posted 2024-11-14

View full description

💎 Seniority level: Entry, 1-3 years

📍 Location: USA

💸 Salary: 65000 USD per year

🔍 Industry: Appointment-based self-care businesses

🏢 Company: Boulevard

🗣️ Languages: English

⏳ Experience: 1-3 years

🪄 Skills: Project ManagementSalesforceProject CoordinationCommunication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentation

Requirements:

1-3 years of experience in tech support, training, operations or customer success.
Technical aptitude: Ability to learn Boulevard's technology platform and communicate effectively with various technical skill levels.
Joy for organization and planning: Organized, confident, and resourceful with effective process management skills.
High emotional intelligence: Ability to navigate complex interactions with sophisticated interpersonal skills.
Love for customers: Strong inclination toward collaboration and assistance.

Responsibilities:

Serve as the main point of contact during onboarding, delivering premium-level customer service through email, text, phone, and video conference.
Understand and anticipate the customer’s business needs and configure their account settings.
Ensure customer’s data is successfully ingested.
Manage the onboarding project end-to-end and meet the go-live deadline.
Identify and proactively mitigate any customer cancellation/churn risks.
Collaborate regularly with Sales, Product, Engineering, Finance, and other Customer Experience teams.

Apply

Related Jobs

Apply

🔥 SaaS E-Commerce Customer Onboarding Specialist (Remote)

Posted 2024-11-21

📍 US

🧭 Full-Time

💸 40000 - 60000 USD per year

🔍 SaaS E-Commerce

2+ years in SaaS onboarding.
2+ years in eCommerce, preferably in managing listings on marketplaces like eBay, Amazon, Walmart, or training sellers.
Intermediate Excel proficiency, including vlookup and handling large datasets.
Strong communication skills, both written and spoken.
Experience with remote training or person-to-person instruction.

Break projects into manageable tasks, track progress, and communicate with customers and team members.
Teach customers how to configure and use the platform effectively, support software-related inquiries, and ensure data accuracy.
Act as the primary point of contact during onboarding, addressing client questions and providing guidance.
Collect client feedback to inform product improvements and ensure client needs are met.
Complete all account documentation with thorough tracking for seamless account management.

Project ManagementShopifySparkCommunication SkillsAttention to detailOrganizational skillsTime ManagementDocumentationCompliance

Posted 2024-11-21

Apply

🔥 SaaS E-Commerce Customer Onboarding Specialist (Remote)

Posted 2024-11-20

📍 US

🧭 Full-Time

💸 40000 - 60000 USD per year

🔍 SaaS E-Commerce

2+ years in SaaS onboarding.
2+ years in eCommerce, preferably managing listings on platforms like eBay or Amazon.
Experience with multichannel eCommerce software such as SureDone or similar platforms preferred.
Intermediate Excel proficiency including vlookup.
Strong communication skills, remote training experience, and multitasking abilities.

Break projects into manageable tasks using onboarding tools and track progress.
Teach customers to configure and use the platform effectively, providing software support.
Develop scopes for task automation and troubleshoot scripts with customers.
Support cross-functional tasks and build strong client relationships.
Gather feedback and ensure thorough documentation and compliance.

Project ManagementCommunication SkillsAttention to detailOrganizational skillsTime ManagementDocumentationCompliance

Posted 2024-11-20

Apply

🔥 Onboarding Specialist

Posted 2024-11-17

📍 United States

🧭 Full-Time

💸 68000 - 82000 USD per year

🔍 SaaS software

🏢 Company: Automox

Experience supporting customers as an Onboarding Specialist, Systems Analyst, Support Engineer or other solutions-oriented role.
Knowledge and experience managing macOS, Windows, and/or Linux devices/environments.
Demonstrated ability to effectively communicate and collaborate with a diverse and international customer base.
Experience with configuration management tools and software deployment methodologies.
Self-starter, proactive, motivated, responsible with a passion for customer engagement.
Willingness to become an expert in multiple platforms: Windows, macOS, Linux.

Deliver onboarding for new SaaS customers located in US, EMEA, and APAC regions.
Act as a Subject Matter Expert (SME) to educate customers in the use of the Automox platform throughout their onboarding journey.
Build customer trust and relationships through education and technical knowledge.
Assist with implementation and deployment of the solution in customer environments.
Troubleshoot implementation issues during onboarding.
Create and deliver engaging webinars for customers.

LeadershipMac OS X*NixCross-functional Team LeadershipCommunication SkillsCollaborationProblem SolvingCustomer serviceLinuxAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingDocumentation

Posted 2024-11-17

Apply

🔥 Software Onboarding Specialist (Remote, USA)

Posted 2024-11-17

📍 USA

🔍 Customer-marketing platform

Become knowledgeable about the Okendo product to assist clients effectively.
Collaborate with cross-functional teams within the company.

Become an expert on the Okendo product.
Help brands grow their businesses through effective use of the Okendo platform.
Onboard new merchants and assist them in launching successfully.
Collaborate with various teams.
Assist in telling the stories of successful merchants.
Drive expanded use of the Okendo platform where appropriate.

Communication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitasking

Posted 2024-11-17

Apply

🔥 Client Onboarding Specialist

Posted 2024-11-16

📍 United States

💸 20 - 22 USD per hour

🔍 Tax, accounting, or financial services

🏢 Company: RemotelyHR

Strong verbal and written communication skills to explain complex information simply.
Excellent organizational skills and attention to detail.
Ability to manage multiple tasks and client interactions effectively.
Proficiency in CRM systems like Pipedrive and basic office software such as Microsoft Office and Google Suite.
Comfortable working remotely and managing appointments independently.
Experience with video conferencing tools like Zoom.
A friendly, client-first attitude with a passion for excellent service.
Experience in the tax, accounting, or financial services industry is a plus.

Schedule and conduct Zoom calls with potential clients to assess their needs for tax services.
Collect necessary information from clients to provide accurate quotes.
Clearly explain service offerings and processes to clients.
Collaborate with the sales team to prepare and send personalized quotes.
Facilitate the onboarding process and ensure clients understand the next steps.
Provide exceptional customer service and address client inquiries.
Maintain records of client interactions and information in the CRM system.

Communication SkillsCollaborationCustomer serviceMicrosoft OfficeAttention to detailOrganizational skills

Posted 2024-11-16

Apply

🔥 Onboarding Specialist I (Douglasville, GA / Hybrid)

Posted 2024-11-07

📍 Georgia, Indiana, Connecticut

💸 16 - 20 USD per hour

🔍 Healthcare

🏢 Company: FreedomCare

At least 1 year of previous experience in a fast-paced customer service role.
Previous experience managing multiple schedules.
Strong attention to detail.
Exceptional written and verbal communication skills.
Ability to multitask.
Excellent organizational and time management skills.
Strong critical thinking and problem-solving skills.
Proficient in Microsoft (i.e., Word, Excel, Outlook).
Excellent training skills.
Team-player mentality.

Conduct orientations involving signing of paperwork.
Perform initial assessments and evaluate the home care needs of the client during orientations.
Gain an understanding of the client’s daily living environment.
Identify opportunities to support the caregiver to provide proper care.
Train caregivers on use of the FreedomCare App for submission of Daily Notes.
Interact with the Health Coach, as needed.
Engage in interdisciplinary meetings with care managers, caregivers, and patients.
Collaborate in care and communicate impressions of cases to appropriate staff.
Critically assess procedures and identify improvements for evaluation of cases, feedback to appropriate parties, and training of caregivers.
Wear multiple hats as operations develop.
Other duties as assigned.

Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelMicrosoft Office

Posted 2024-11-07

Apply

Onboarding Specialist

Requirements:

Responsibilities:

Related Jobs

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities