Software Onboarding Specialist
New
A
AlivoSaaS onboarding
Eligible to work in the United States and based in the United StatesFull-TimeJunior
Salary not disclosed
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Job Details
- Languages
- Excellent communication skills in business-fluent English, both verbal and written; business-fluent Spanish is a bonus.
- Experience
- 2+ years in Customer Success, Onboarding, or Implementation roles with experience in SaaS products
- Required Skills
- Customer SuccessSaaSHubSpotCRM
Requirements
- Have 2+ years of experience in Customer Success, Onboarding, or Implementation roles involving SaaS products.
- Be able to manage multiple customers and onboarding timelines simultaneously.
- Be able to simplify complex concepts and train non-technical users.
- Have experience with AI-powered products or automation tools.
- Have a background in CRM tools, including HubSpot.
- Have experience with customer data setup.
- Have experience presenting to customer owners or operators, guiding kickoff and go-live conversations, and delivering day-to-day user training.
- Have excellent verbal and written communication skills in business-fluent English.
- Be eligible to work in and based in the United States.
- Bonus: bachelor's degree in any field; SMB or mid-market customer experience; familiarity with trades or home services; phone systems and third-party integrations; or experience creating training content.
Responsibilities
- Handle account setup tailored to each customer's needs.
- Train day-to-day users to use Alivo effectively.
- Serve as the primary contact from onboarding through 90 days after go-live.
- Lead kickoff calls and guide customers through onboarding steps.
- Ensure accounts are configured and ready to go live, and proactively remove blockers.
- Deliver tailored live training and walkthroughs, and educate customers on best practices.
- Create and share videos, guides, and help desk articles.
- Monitor early engagement, intervene when adoption is low, and guide customers to early wins.
- Partner with Support on issue resolution and share customer feedback with Product.
- Ensure a smooth transition to the Account Manager after 90 days.
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