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Onboarding Specialist

Posted about 8 hours agoViewed

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💎 Seniority level: Junior, 1+ years

📍 Location: United States

🔍 Industry: Automotive repair

🏢 Company: Steer👥 1-10ConsultingInformation TechnologySoftware

⏳ Experience: 1+ years

🪄 Skills: SalesforceREST APICommunication SkillsProblem SolvingCustomer serviceAccount ManagementAbility to learnClient relationship managementRelationship managementTechnical supportCRMCustomer SuccessSaaS

Requirements:
  • 1+ years of experience in onboarding where you owned a time target.
  • Experienced using HubSpot, Salesforce or a similar CRM tool.
  • Strong ability to build and maintain positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints.
  • Ability to effectively solve customer escalations as needed, interacting with customer support, development, and product to see issues through from start to finish.
  • Ability to learn new software applications quickly.
  • Ability to adapt quickly in a fast-paced, startup environment.
Responsibilities:
  • Help customers successfully onboard and begin using Steer through video calls, emails, and phone calls with customers.
  • Track and monitor all assigned customer issues and requests through resolution, ensuring customers are updated regularly.
  • Partner with departments such as technical support, development, and product to drive successful launches with customers, properly manage expectations, drive customer outcomes and feature adoption, while managing the overall long-term relationship.
  • Assist in building processes and assets that enable steer to scale the Customer Success organization
  • Proactively identify and mitigate cancellations, seeking assistance internally as needed
  • Build and cultivate consultative customer relationships to ensure strong product usage and adoption of new product capabilities by customers.
  • Provide strategic insights and feedback to the Product team on what is working and what is not, to drive increased sales velocity and adoption.
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