Associate Customer Onboarding Specialist Jobs in California

Provide feedback to management on the efficacy of the Customer Onboarding Specialist position.

Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor

Prior customer service or support experience

Excellent communication skills, both written and verbal. Customer Onboarding Specialists must communicate clearly and professionally with all customers.

Strong interpersonal skills. Customer Onboarding Specialists must form positive relationships with each customer throughout their onboarding process.

Strategic thinking. Customer Onboarding Specialists must strive to understand each customer's unique organization in order to lead an amazing onboarding experience.

Excellent time management, organizational, and analytical skills

2+ years’ experience in a customer-facing position

Exceptional communication and presentation skills

Experience in Salesforce CPQ, preferred.

Working knowledge of Google Workspace, preferred

Responsible for determining which customers receive an onboarding phone call vs email.