Customer Onboarding & Training Specialist
New
J
JobgetherBusiness management software
Based in the United StatesFull-Time
Salary85,000 - 95,000 USD per year
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Job Details
- Required Skills
- Microsoft OfficeCustomer SuccessHubSpotCRM
Requirements
- Have experience in software training, customer onboarding, customer success, technical support, or another customer-facing role in a technology-driven environment.
- Explain technical concepts, software features, and business processes clearly to nontechnical audiences.
- Manage multiple customer relationships, onboarding projects, and deadlines with strong organization and attention to detail.
- Lead virtual presentations, webinars, and individual or group training sessions.
- Apply analytical, troubleshooting, and problem-solving skills to implementation challenges.
- Learn new software platforms, technical features, and customer business processes quickly.
- Create professional training documentation, instructional resources, user guides, and other educational content.
- Use Microsoft Office, Microsoft Teams, Zoom, or similar productivity and communication platforms.
- Manage responsibilities independently and collaborate effectively with cross-functional teams.
- SaaS or business management software experience is an advantage.
- Familiarity with retail operations, point-of-sale systems, inventory management, or service scheduling is a plus.
- Experience with CRM, customer support, or onboarding tools such as Zoho or HubSpot is desirable.
- Familiarity with learning management systems, Canva, Product Fruits, or comparable platforms is an advantage.
- Experience producing instructional videos, webinars, interactive tutorials, or structured software education programs is highly desirable.
Responsibilities
- Manage the customer onboarding journey from initial introduction and software implementation through transition to ongoing support.
- Lead kickoff meetings to understand customer requirements, workflows, and objectives, then create onboarding and training plans.
- Coordinate software configuration, setup, and implementation activities with internal teams.
- Track milestones and timelines, identify obstacles, and address implementation challenges.
- Deliver software training through virtual meetings, webinars, and individual or group sessions.
- Create and maintain training resources, including videos, tutorials, user guides, webinars, FAQs, and knowledge base articles.
- Develop interactive product walkthroughs, in-application training, and self-service materials.
- Build customer relationships through proactive communication, follow-ups, and guidance.
- Collaborate with Sales, Customer Support, Account Management, and Product Development.
- Gather customer feedback and recommend improvements to onboarding workflows, training programs, and educational resources.
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