Customer Onboarding Specialist Level 1 Jobs

Becoming an encyclopedia of knowledge about how Intercom works and what it is capable of

Excellent communication and writing skills

Ambition, eagerness and the will to learn and improve upon your own skills

Previous experience in a troubleshooting environment

Owning customer communications and issues from initial contact until resolution

Passion for talking to customers all day, every day

2-4 years of experience in project management or customer onboarding role

Create projects and kickoff production work using our project management software

Highly proficient with Customer Relationship Management, Content Management, and Project Management Systems

Onboard new customers and help existing customers get their SightMap projects off the ground quickly and seamlessly

Communicate effectively with customers to gather content and ensure it is usable

Influence internal and client decision-makers to clear project issues and roadblocks

Communicate project status to customer, sales, account management and other onboarding teams

Excellent written and verbal communication skills

Act as a project Coordinator/case owner within salesforce

Interacting with customers via phone and email

Run Business Objects Report for Annual Report audit

Respond promptly to customer inquiries over the phone or electronically

Communication Skills: Ability to effectively listen and communicate with Sycle customers and the internal Sycle team.

Effectively manage cases through Sycle’s CRM system, Netsuite

2-3+ years of technical help desk experience

Strong problem analysis and problem solving skills

Strong verbal and written communication skills

Understand the functionality of the Sycle platform and be able to communicate information in a succinct and timely manner to customers

Project management experience is desired, but not required – PMI certification is a plus

Ensure effective handoffs in the customer journey from sales to services and from services to customer success management

Gain and maintain expert-level knowledge in key product functionality to effectively guide our customers through strong adoption and platform growth

Recent and relevant experience leading customer onboarding or other services projects in a B2B SaaS organization (ed tech preferred)

Demonstrated experience consistently meeting or exceeding targets for customer satisfaction and time to value

Ability to collaborate cross-functionally with sales, customer success managers, support, marketing, and product teams to ensure high customer satisfaction and advocacy

Knowledge of project management methodologies preferred.

Proactive outreach to new asset management clients to ensure smooth onboarding.

Proficiency in standard professional tools including Microsoft Office Suite, HubSpot, Jira, or similar customer relationship management, Salesforce automation, or ticketing systems.

Document client’s business objectives and goals to create a client-specific onboarding plan to address client’s unique requirements.

Perform initial software configuration to meet the client’s specific requirements. Provide initial and follow up platform training during onboarding phase.

Previous experience in a customer-facing role in a SaaS environment preferred.

Excellent project management, time management and organisational skills

Basic knowledge of HTML/CSS/ Website editing and experience with CMS (e.g. WordPress)

Experience of customer service, product support, technical helpdesk or hospitality

Remote working accepted but flexibility is required

Take ownership of each customer from initial training to online activation.

Resolve technical implementation issues where possible, otherwise escalate to technical support or distribution team

Collaborate with Sales and Account Management teams to ensure smooth hand-offs before and after onboarding

Proven ability to manage a portfolio of accounts with keen prioritization and multi-tasking abilities

Assist customers to quickly identify potential issues and escalate them appropriately to ensure the best possible experience during the onboarding period

1+ years of experience in a customer-facing role for a technology company (preferably SaaS)

Exceptional interpersonal skills; you have the unique ability to talk technical details and business strategy, in the same conversation

Strong organizational and analytical skills with a keen attention to detail

High level of industry-related knowledge and project management skills

Bachelor’s degree and 2 years in a Customer Success, Relationship Management, Account Management, Customer Support or similar role

Proactively manage and monitor our "quiet" and lower ARR clients, to re-engage and ensure ROI

Manage projects, documenting important milestones for the client's system, cumulatively building and maintaining client site records

1-2 years of previous hands-on experience supporting clients using hosted/ASP/SaaS software

Exceptional written and verbal communication skills, highly organized, collaborative and detail oriented

Excellent project management, time management and organisational skills

Basic knowledge of HTML/CSS/ Website editing and experience with CMS (e.g. WordPress)

Take ownership of each customer from initial remote training to online account activation

Experience of customer service, product support, technical helpdesk or hospitality

Remote working accepted but flexibility is required

Resolve technical implementation issues where possible, otherwise escalate to technical support or distribution team

Creative problem solving, bias to action, resourceful and strong organisation skills.

Participate in critical initiatives related to company goals, including empowering partners to leverage company tools and capabilities

Enable products for existing partners, communicate updates to internal and external stakeholders, track and provide data on key performance indicators.

Complete partner information collection, property configuration, and product enablement.

Onboard new connected partners and connected partner conversions

Load new merchandising campaigns in conjunction with commercial teams

Excellent communication and leadership skills

Experience in customer service, retail or restaurant preferred

Bachelor’s degree preferred, not required

Must not be afraid to be on the phones with customers

Fortune Magazine Rated one of 50 World's Most Admired Companies

Only promotes from within the company, bottom-up business model