Onboarding Specialist

South AfricaFull-Time

Salary not disclosed

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Job Details

Have excellent spoken and written English, with clear and confident verbal communication.
Have a professional, client-facing phone manner and communicate confidently with clients.
Bring strong customer service and customer support skills.
Be comfortable learning new software platforms, applications and digital tools.
Explain processes clearly and teach others how to use software.
Use problem-solving skills to troubleshoot basic issues independently.
Show patience and empathy when assisting clients unfamiliar with technology.
Have good organisational skills, attention to detail and reliable follow-through.
Be comfortable using video calls, email and other digital communication tools.
Previous experience in customer onboarding, customer success, software support or client services is advantageous.
Experience training or demonstrating software, or familiarity with healthcare platforms, is advantageous.

Guide new clients through the onboarding process and help them get started with relevant software platforms.
Demonstrate software features and explain how to use systems step by step.
Provide customer support via phone, email and virtual meetings.
Answer client questions and troubleshoot basic software or user issues.
Follow up with clients to check their understanding and comfort using the system.
Escalate complex technical issues to the appropriate team.
Maintain accurate records of client interactions, onboarding progress and outstanding queries.
Build positive client relationships and support a smooth onboarding experience.

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