Onboarding Specialist
G
GranumSaaS, Landscaping Software
RemoteFull-TimeMiddle
Salary65,000 USD - 85,000 CAD per year
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Job Details
- Experience
- 3+ Years in a SaaS Environment
- Required Skills
- SalesforceMicrosoft Office SuiteCustomer SuccessSaaSHubSpotGoogle WorkspaceCRM
Requirements
- 3+ years of experience in a SaaS environment, preferably in a customer-facing role.
- Strong understanding of the recurring revenue model and product lifecycle.
- Exceptional communication and interpersonal skills with a client-first mindset.
- Ability to manage multiple onboarding projects and timelines simultaneously.
- Proficiency in CRM/Customer Success tools such as Salesforce, ChurnZero, Gainsight, or HubSpot.
- Proficiency in Google Workspace and Microsoft Office Suite.
- Ability to travel within Canada and the U.S.
- Familiarity with landscaping, arborist, or field service operations is an asset.
- French or Spanish language proficiency is an asset.
- Knowledge of AI platforms is considered an added benefit.
Responsibilities
- Serve as the primary point of contact for new clients during their first 30-90 days.
- Build strong initial relationships that set the tone for long-term success and satisfaction.
- Conduct virtual one-on-one training sessions to educate and empower clients on platform usage.
- Identify client needs, track progress, and proactively address potential roadblocks to reduce churn.
- Maintain accurate client records and documentation across internal platforms to ensure cross-functional visibility.
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