Associate Customer Onboarding Specialist Jobs

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

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