Customer Onboarding Specialist
New
P
ParadigmLegal Technology
United StatesFull-TimeEntry
Salary not disclosed
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Job Details
- Experience
- 1-3 years
- Required Skills
- Project ManagementClient relationship managementCustomer supportSaaS
Requirements
- 1-3 years of experience in a customer support, onboarding, or similar role, ideally in a SaaS environment
- Project management skills
- Experience leading initiatives and succeeding in a team environment
- Must be patient, empathetic, and have great communication skills
- Self-started and resourceful
- Data driven
- Strong interpersonal skills to work collaboratively with different departments
- Comfortable with technology and learning new software
- Ability to handle escalated customer issues
- Self-motivated, diligent, and can inspire others
- Excellent verbal and written communication skills
- Organized, detail oriented, and able to manage multiple tasks
- Must be personable and enjoy working in a client-facing role
Responsibilities
- Become a MerusCase expert and offer personalized service to show the value of the product for long-term use with your portfolio of clients.
- Onboard & train customers on how to best utilize the software and consult clients on how the system can be used to increase efficiency in their day-to-day.
- Be responsible for the management of a portfolio of clients to foster long-term business relationships.
- Respond to high level customer inquiries as quickly and accurately as possible via email or phone.
- Work collaboratively with other departments to resolve issues and deliver a great customer experience.
- Work collaboratively with Customer Support to flag, escalate, and resolve requests from accounts.
- Work collaboratively with Sales to ensure a smooth client transition and onboarding process.
- Collect and manage product feedback from clients to share with our product team and participate in conversations advocating for an improved client experience.
- Improve client satisfaction and retention.
- Drive product adoption, share best practices, implement growth, and optimize strategies to drive maximum value and success with new and existing customers.
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