Senior Customer Onboarding Specialist
New
P
PartnerizeDigital Marketing
Remote- Forty Fort, PAFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- Minimum 2 years
- Required Skills
- Project ManagementSalesforceMicrosoft ExcelDocumentationDigital MarketingGoogle SheetsTrainingCustomer support
Requirements
- Minimum 2 years of client or customer support experience.
- Proven project management experience.
- Excellent communication skills with ability to translate technical information for non-technical audiences.
- Strong attention to detail and organizational skills.
- Strong problem-solving, teamwork, and work ethic.
- Proficiency in computer literacy.
- Ability to present and lead meetings confidently (desired).
- Proficiency in Excel or Google Sheets (desired).
- Experience in digital marketing (desired).
- Experience writing training guides and materials (desired).
- Marketing, Advertising, or Business degree (desired).
- Team coordination experience (desired).
Responsibilities
- Schedule and conduct customer onboarding meetings and training sessions.
- Manage non-technical onboarding processes from initial contact through handover.
- Coordinate cross-functional projects with customer success and technical teams.
- Update Salesforce reports and monitor onboarding risks.
- Assist clients with partner migrations to the Partnerize platform.
- Perform platform configuration tasks including uploading assets and setting commission rules.
- Create internal and external training documentation.
- Mentor junior team members and ensure team KPI/SLA attainment.
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