Customer Onboarding Specialist
H
Hire OverseasField Service Software
Johannesburg, Gauteng, South Africa. Cape Town, Western Cape, South Africa. Metro Manila, Philippines. Central Visayas, Philippines. Buenos Aires, Buenos Aires, Argentina. La Union, La Uni贸n Department, El Salvador, US business hoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Customer SuccessSaaSAccount ManagementCRMCustomer support
Requirements
- Proven experience in customer onboarding, account management, customer success, or a similar client-facing role.
- Strong verbal and written English communication skills.
- Comfortable leading structured video or phone calls with business owners and operators.
- Organized and detail-oriented with strong follow-through on open customer questions and tasks.
- Ability to become confident and fluent with a new software platform after training.
- Self-directed and reliable in a fully remote environment.
- Experience onboarding customers onto a SaaS platform or business software product (nice to have).
- Background in field service, dispatch, lawn care, pool service, or similar industries (nice to have).
- Experience supporting small or medium-sized business clients (nice to have).
- Familiarity with CRM or customer success tools (nice to have).
- Submission of a 1 to 2 minute Loom video introducing yourself and describing your experience.
Responsibilities
- Lead structured one-hour onboarding calls with new clients to walk them through the platform setup wizard step by step.
- Ensure customers complete all required setup steps and leave the call ready to operate independently.
- Communicate clearly and patiently with business owners and operators who may not be technical.
- Keep calls focused, on time, and on track.
- Respond to follow-up product questions from customers after their initial setup call.
- Document customer feedback, common questions, and recurring issues to help improve the onboarding experience over time.
- Maintain accurate records of onboarding status and follow-up items for each account.
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