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Onboarding Specialist

Posted 1 day agoViewed

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💎 Seniority level: Entry, 1+ years

📍 Location: United States

💸 Salary: 40000.0 - 54000.0 USD per year

🔍 Industry: Nonprofit fundraising software

🏢 Company: Bloomerang

🗣️ Languages: English

⏳ Experience: 1+ years

🪄 Skills: Project ManagementMicrosoft ExcelCustomer serviceTechnical supportCRMSaaS

Requirements:
  • 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment.
  • Strong focus on customer onboarding best practices.
  • Comfortable serving as the primary contact between internal and external stakeholders to help ensure deliverables are met.
  • Strong organization skills and the ability to prioritize tasks to meet deadlines and goals.
  • Strong technical proficiency and ability to quickly learn and understand new software products and concepts.
  • Excellent written and verbal communication skills.
  • Skilled in using Excel for reviewing and troubleshooting customer data import files.
Responsibilities:
  • Manage the customers’ Getting Started Journey.
  • Own the 1:1 virtual follow-up sessions to ensure learning content understanding.
  • Assist customers with value recognition in their purchased platform(s).
  • Act as a point of contact throughout the Customer Getting Started Journey.
  • Manage customer hand-offs between internal Bloomerang teams.
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