Onboarding Specialist
New
B
BloomerangNonprofit Technology
Fully remote (within the U.S. and select Canadian Provinces only)Full-TimeMiddle
Salary$55,000- $62,000. You may also be eligible for a discretionary bonus.
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Job Details
- Experience
- 1+ years
- Required Skills
- Project ManagementMicrosoft ExcelSaaSTrainingCRM
Requirements
- 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment.
- Strong focus on customer onboarding best practices.
- Ability to serve as the primary contact between internal and external stakeholders.
- Strong organization skills and ability to prioritize tasks to meet deadlines.
- Strong technical proficiency and ability to learn new software products quickly.
- Excellent written and verbal communication skills.
- Proficiency with Excel for reviewing and troubleshooting customer data import files.
- Ability to stay current with and apply emerging AI capabilities.
Responsibilities
- Manage the customers’ Getting Started Journey.
- Own the 1:1 virtual follow-up sessions to ensure learning content understanding.
- Assist customers with value recognition in their purchased platform(s).
- Act as a point of contact throughout the Customer Getting Started Journey.
- Manage customer hand-offs between internal Bloomerang teams.
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