Onboarding Specialist

Posted 7 days agoViewed

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💎 Seniority level: Junior, 2-4 years

📍 Location: Philippines, United States, Mexico

🏢 Company: Hireframe👥 101-250 Management Consulting Consulting Sales Professional Services

⏳ Experience: 2-4 years

🪄 Skills: Project ManagementMicrosoft ExcelCustomer serviceTrainingCRMCustomer support

Requirements:

2-4 years of relevant experience in onboarding, training, customer service, or project management
Experience with data migration and proficiency in Microsoft Excel
Strong project management skills with the ability to handle multiple customers at once
Excellent written and verbal communication skills
Strong attention to detail and organizational skills
Comfortable using technology (CRM, Slack, etc.) to function effectively in a remote work environment
Quick learner with the ability to master new software products and become a product expert

Responsibilities:

Manage the onboarding process for a high volume of customers (20-40 monthly) via phone, email, and video calls
Support customers with their data migration using export and import tools
Assess customer-specific needs and guide the configuration process accordingly
Train new customers and their teams on the software’s functionalities
Deliver a world-class and efficient customer launch experience
Act as a liaison between the customer and the Product team, representing customer feedback
Proactively address issues and manage escalations
Collaborate with leadership to build and refine onboarding systems and playbooks

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