Remoote.app

Work from anywhere. Start here.

JobsFree resume builderCompaniesLog in
Apply

Customer Onboarding Specialist

Posted 2 days agoViewed

View full description

💎 Seniority level: Middle, Over 3 years

📍 Location: Philippines

🔍 Industry: Mobile app industry

🏢 Company: Craver👥 51-100💰 Series B about 6 years agoConsultingSalesBrand Marketing

⏳ Experience: Over 3 years

Requirements:
  • Over 3 years of experience in client onboarding or a related role.
  • Proven experience in onboarding customers within SaaS products.
  • Exceptional communication and interpersonal skills.
  • Effective collaboration capabilities with cross-functional teams.
  • Strong organizational skills and meticulous attention to detail.
  • Demonstrated problem-solving abilities.
  • In-depth knowledge of the restaurant industry and tech trends is a plus.
  • Customer-focused mindset with a commitment to delivering excellent service.
Responsibilities:
  • Efficiently manage the onboarding process for new clients, setting up their accounts and guiding them.
  • Provide exceptional customer support, addressing any questions or concerns clients may have.
  • Collaborate with cross-functional teams to ensure a smooth transition from sales to onboarding.
  • Develop and maintain comprehensive onboarding materials and resources for clients.
  • Gather client feedback to improve the onboarding process and streamline procedures.
  • Identify upsell and cross-sell opportunities, connecting onboarding efforts to sales growth.
Apply

Related Jobs

Apply
🔥 Customer Onboarding Specialist - DACH (German Speaking)
Posted about 1 month ago

📍 Copenhagen, London, Stockholm, Berlin, Madrid, Montreal, Lisbon, 35 other countries

🧭 Full-Time

🔍 B2B SaaS

🏢 Company: Pleo👥 501-1000💰 $42,922,001 Debt Financing 9 months ago🫂 Last layoff about 2 years agoMobile PaymentsFinancial ServicesPaymentsInformation TechnologyFinTech

  • Strong understanding of Pleo and B2B SaaS products including configuration and integrations.
  • Good knowledge of accounting principles, financial workflows, and tax codes.
  • Fluency in English and German; additional European languages are a plus.
  • Excellent customer-facing experience and a commitment to customer satisfaction.
  • Strong planning, prioritization, and risk management skills for managing multiple onboarding projects.
  • Adaptability to changing requirements and industry trends.

  • Oversee the onboarding process and ensure a seamless experience for customers.
  • Understand customer requirements and configure the software accordingly.
  • Provide technical support and manage the project from start to finish.
  • Set clear expectations on project methodologies and timelines.
  • Assist with training, user adoption, and integration of Pleo with customer systems.
  • Conduct final reviews and maintain strong customer relationships.

Project ManagementAccountingTroubleshootingTechnical supportCustomer SuccessSaaS

Posted about 1 month ago
Apply
Apply
🔥 Sr. Customer Onboarding Specialist (German)
Posted about 1 month ago

📍 UK

🔍 Password management and identity protection solutions

  • Excellent written and spoken communication skills in both English and German.
  • 4+ years of experience with a proven track record in onboarding and customer success, including managing large customer implementations.
  • Effective communication and training skills over email, phone, and video.
  • Experience in supporting individuals and businesses in effectively utilizing software.
  • Familiarity with the acronyms SCIM, AD, CLI, SSO, and SaaS.
  • Ability to work independently and collaboratively.

  • Lead large and high-potential customers through multiple levels of the Onboarding process, in both English and German.
  • Onboard customers, build rapport, and put success plans in place that influence the broader Customer Success metrics and processes.
  • Proactively report on customers’ needs and valuable feedback to enhance and improve processes and the product.
  • Maximize customer engagements and collaborate with cross-functional peers to ensure a successful launch, long-term engagement, and wall-to-wall adoption.

CRMCustomer SuccessSaaS

Posted about 1 month ago
Apply
Apply
🔥 Sr. Customer Onboarding Specialist (French)
Posted about 1 month ago

📍 UK

🧭 Full-Time

🔍 Password management and identity protection

  • Excellent written and spoken communication skills in English and French.
  • 4+ years of experience in onboarding and customer success.
  • Ability to effectively communicate via email, phone, and video.
  • Experience in supporting software use for productivity.
  • Familiarity with SCIM, AD, CLI, SSO, and SaaS.

  • Understand customer relationships and desired outcomes initiated during sales.
  • Build and execute a launch plan for successful onboarding.
  • Work cross-functionally to enhance customer experience.
  • Maximize customer engagement and adoption of the product.

CRMCustomer SuccessSaaS

Posted about 1 month ago
Apply
Apply
🔥 SaaS E-Commerce Customer Onboarding Specialist (Remote)
Posted about 2 months ago

📍 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 ManagementDocumentationComplianceTrainingClient relationship managementCustomer support

Posted about 2 months ago
Apply
Apply
🔥 Customer Onboarding Specialist
Posted 3 months ago

📍 South America

🔍 SaaS

🏢 Company: ThriveCart👥 11-50💰 $35,000,000 about 2 years agoShoppingE-CommercePaymentsMarketingInsurance

  • 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.

  • 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.

Data AnalysisFigmaGraphic DesignUI DesignUser Experience DesignCommunication SkillsAnalytical SkillsCollaborationAttention to detailMarketing

Posted 3 months ago
Apply
Apply
🔥 Customer Onboarding Specialist
Posted 3 months ago

📍 Philippines, Mexico

🔍 Staffing solutions

🏢 Company: Hireframe👥 101-250Management ConsultingConsultingSalesProfessional Services

  • Advanced proficiency in Excel and Google Sheets, including VLOOKUP, pivot tables, Index Match, and complex formulas.
  • Strong attention to detail with a focus on data accuracy and quality.
  • Experience in data cleaning, formatting, and preparation for system integration.
  • Ability to handle large data sets and spot discrepancies.
  • Excellent problem-solving skills and a proactive attitude.
  • Strong communication skills, both written and verbal.
  • Ability to work efficiently and manage multiple data-related tasks simultaneously.
  • Experience with data management platforms or systems is a plus.

  • Review, clean, and organize customer data in Excel/Google Sheets, ensuring consistency and accuracy.
  • Use functions such as VLOOKUP, Index Match, and formulas to prepare data for system import.
  • Identify missing information or formatting issues, communicate these with customers, and ensure corrections before data upload.
  • Collaborate with internal teams and customers to clarify data-related queries.
  • Assist in maintaining internal records, setting up accounts, and handling ongoing data maintenance.
  • Pull data for kickoff and reporting calls.
  • Contribute to process improvements for data onboarding.
  • Support in building presentation decks as needed.

Data AnalysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem Solving

Posted 3 months ago
Apply

Related Articles

Remote Job Certifications and Courses to Boost Your Career

Posted 5 months ago

Insights into the evolving landscape of remote work in 2024 reveal the importance of certifications and continuous learning. This article breaks down emerging trends, sought-after certifications, and provides practical solutions for enhancing your employability and expertise. What skills will be essential for remote job seekers, and how can you navigate this dynamic market to secure your dream role?

How to Balance Work and Life While Working Remotely

Posted 5 months ago

Explore the challenges and strategies of maintaining work-life balance while working remotely. Learn about unique aspects of remote work, associated challenges, historical context, and effective strategies to separate work and personal life.

Weekly Digest: Remote Jobs News and Trends (August 11 - August 18, 2024)

Posted 5 months ago

Google is gearing up to expand its remote job listings, promising more opportunities across various departments and regions. Find out how this move can benefit job seekers and impact the market.

How to Onboard Remote Employees Successfully

Posted 5 months ago

Learn about the importance of pre-onboarding preparation for remote employees, including checklist creation, documentation, tools and equipment setup, communication plans, and feedback strategies. Discover how proactive pre-onboarding can enhance job performance, increase retention rates, and foster a sense of belonging from day one.

Remote Work Statistics and Insights for 2024

Posted 5 months ago

The article explores the current statistics for remote work in 2024, covering the percentage of the global workforce working remotely, growth trends, popular industries and job roles, geographic distribution of remote workers, demographic trends, work models comparison, job satisfaction, and productivity insights.