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Customer Onboarding Specialist Jobs in Union, Arkansas

Customer Onboarding Specialist (Remote
By Casebook PBC At United States
4+years working in SaaS software — in support, onboarding, services or project management
Ability to effectively influence, negotiate, and communicate with internal and external stakeholders and interact with management
Evaluating a customer’s business and data requirements, current tech stack, and business objectives in order to define their ideal onboarding approach
Lead, Execute, and Manage Customer Onboarding efforts for assigned customers
Track Customer Success & Experience activities
Manage onboarding package deliverables and time spent to ensure efficient and effective delivery
Manager, Customer Onboarding Jobs
By R1 RCM At United States
Change Management – The ability to help counterparts through difficult transitions to a new process, workflow, or situation.
5-7 years of Operational experience with at least 3 years in Revenue Cycle.
Leadership Skills – Strong communications and leadership skills, while acting as a role model and coaching team members in R1’s core values.
Interpersonal Skills – The ability to establish oneself as a peer and trusted partner for our client counterparts.
Monitoring and tracking all aspects of the customer onboarding including key milestones, deliverables and timelines
Frequently providing updates on work progress, obstacles and overall performance with focus on execution and progress towards delivery
Customer Onboarding Specialist Jobs
By careviso At United States
o careviso’s product offering or similar healthcare experience.
The Customer Onboarding Specialist is responsible for all aspects of successfully onboarding customers to careviso’s product offering.
· Create and maintain project plans to track and manage each implementation to completion maintaining timelines
· Preferred candidate has 1-2 years’ experience with/in:
As an Implementation Specialist at careviso, you’ll:
· Plan and implement all aspects of the customer onboarding process
Director Of Customer Onboarding
By Virtuous At United States
Ample Medical/Dental/Vision healthcare benefits including dependent plans & HSA/FSA offerings
Manage customer success activities related to customer onboarding, training, and data migration
5+ years of relevant experience managing a team as an Onboarding Director, Customer Success Director, or other related role
Exceptional communication skills - ability to build rapport with customers, employees, and remain highly professional
Knowledge of CRM SaaS preferred
Nonprofit consulting or data migration experience a plus
Customer Onboarding Specialist (Remote Within Commuting Distance) ($33.75 - $56.25 / Hour)
By Talentify.io At United States
Preferred: Experience with providing adult education
Given employment and/or payroll requirements of individual states, employer supports remote work in select states
Preferred: Associate degree in business, education, or medical area of study
Minimum of three years' experience in a health insurance setting
Minimum of two years' experience in health insurance claim processing
Demonstrated proficiency in verbal and written communication skills
Customer Onboarding & Services Specialist (Remote)
By Talentify.io At United States
Project management experience is a plus
Ensure smooth handoffs between sales, services, and customer success management
Familiarity with Hiring Company platform or higher education experience (consulting, software/tech partner, or direct work in higher education)
Strong attention to detail and organizational skills, with the ability to manage multiple projects in fast-paced environments
Manage multiple customer projects independently, ensuring timely completion and high-quality deliverables
Develop expert-level knowledge in key product functionality to guide customers towards strong adoption and platform growth
Customer Success Manager / Onboarding Specialist
By Opus1.io At United States
Manage end to end customer onboarding projects (requirements gathering, detailed account setting up, data migration, training and hands on assistance)
Demo new features, record and publish short demos and tutorial videos, maintain knowledge base and FAQs
Proven hands-on experience with setting up CRMs / ERPs & Saas / Internet applications
Experience hosting product demo & webinars
Reproduce issues from existing customers and log bugs and issues for our development team to address
A passion for listening to customers and assist them in their journey evaluating, onboarding and using opus1.io
Customer Onboarding Specialist Jobs
By Independence Pet Group At United States
Experience within the employer group voluntary benefits market is preferred
Excellent written and oral communication and organizational skills, including the ability to multi-task and manage time efficiently
Interact with internal departments and external business contacts, including technology vendor, insurance producers, benefits administration and payroll companies, and administrators
Configure new and renewal business rates, benefit plan designs, commission percentages within the company’s software administration system
Minimum of 5 years professional experience in banking, financial services, insurance or other relevant field
Knowledge of MS Windows and MS Office products with ability to quickly learn a variety of internal business systems
Customer Support Onboarding Specialist
By Olo At United States
Liaise between the customer and Customer Success team to provide clear and accurate troubleshooting solutions through our support management system, Zendesk.
Provide feedback on internal processes and best practices to improve the customer experience and overall customer support flow.
1+ years experience providing customer support by phone or email where you embody teamwork and excellence in service.
Experience working with detailed procedures and program guidelines.
Experience working with spreadsheets (can maintain complex spreadsheets) and organizing data
Experience working for a software, SaaS, or technology company.
Customer Sucess / Onboarding Specialist
By Jorie Healthcare Partners At United States
Strong project management skills, with the ability to manage multiple clients and projects simultaneously
Minimum of 3 years of experience in customer success, onboarding, or related field
Experience in medical billing, customer success within a healthcare revenue cycle setting, or related field
Excellent communication and interpersonal skills
Passion for customer service and a commitment to delivering exceptional client experiences
Serve as the primary point of contact for new clients, answering questions and providing guidance on our medical billing services
Director, Customer Onboarding - Paze (Fi)
By Early Warning® At United States
Education and/ or experience typically obtained through completion of a Bachelor’s degree in Business Management, Operations or related fields.
Support the company’s commitment to risk management and protecting the integrity and confidentiality of systems and data
Establish and manage customer expectations. Ensures issues are addressed quickly and effectively
A minimum of 10 years of experience in Merchant, FI or B2B Servicing.
5 years in leadership experience
Possess a healthy customer obsession – continual improving our level of service and customer experiences
Customer Onboarding Representative Jobs
By Momnt At United States
Work with all levels of Leadership to improve the overall Customer Experience
Keeping current and up to date with existing product offerings and promotions
Practice consistent and clear decision-making to provide the optimal user experience
Proactively share gained knowledge with team members using the correct communication channels
Provide feedback on tools, resources, procedures, and guidelines to enhance workflow and the user experience
1+ years of experience in Contact Center based customer service preferably in the financial services industry.
Senior Customer Onboarding Manager
By Qualio At United States
Exceptional organizational and time management skills
Manage a portfolio of onboarding projects, ensuring that projects are consistently delivered on time and with quality
Partner with customers to understand their business requirements and objectives, and help design solutions and onboarding plans to achieve these objectives
Effectively manage all project communications, both internally and externally with customers
Identify opportunities to improve customer outcomes and experiences through access to training resources, process improvements and/or product enhancements
5+ years of Customer Onboarding or Implementation experience in a B2B SaaS company
Customer Onboarding Specialist Jobs
By Torus At Salt Lake City, UT, United States
Ensure customer experience is authentic, engaging, educational, and aligned with Torus’ core values and culture.
4+ years experience in customer service required; field marketing, sales, education, or hospitality environment preferred
Deliver a transformative and purposeful experience when onboarding customers to their Torus Station.
Possess a high level of brand and product expertise, staying up to date on all Torus product offerings.
Diagnose and/or troubleshoot issues with a Torus Station remotely and on-site.
Ability to efficiently self-manage time, calendar, and multiple customers
Customer Onboarding Specialist Jobs
By Rentable At Madison, WI, United States
Strong organizational skills to manage concurrent projects and conversations
Collaborate with the SVP of Customer Experience to refine the onboarding process
Cultivate and manage customer relationships from point of sale to the handoff to Customer Success
Create materials for and conduct engaging educational sessions, trainings, and QA sessions via virtual platforms
Manage implementation, training schedules, and timelines to drive value realization
Contribute to creating educational content and scalable resources for rapid product adoption across all customer segments
Customer Onboarding Specialist Jobs
By MealSuite At Dallas, TX, United States
Maintain strong knowledge of MealSuite systems and offerings
Collaborate with Account Management and Support teams to smoothly transition customer accounts after implementation is complete
If the below describes your knowledge, experience and character, then this role could be for you:
Clearly communicate account setup requirements and expectations with customers and other key stakeholders
Educate customers on MealSuite’s toolkit, capabilities, and best practices to simplify adoption and align expectations
Collaborate with Sales, Finance, Operations, and Engineering teams
Customer Onboarding Specialist (Remote)
By FMG At San Diego, CA, United States
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.
Customer Onboarding Specialist - Hybrid Remote
By Torus At Utah, United States
Ensure customer experience is authentic, engaging, educational, and aligned with Torus’ core values and culture.
4+ years experience in customer service required; field marketing, sales, education, or hospitality environment preferred
Deliver a transformative and purposeful experience when onboarding customers to their Torus Station.
Possess a high level of brand and product expertise, staying up to date on all Torus product offerings.
Diagnose and/or troubleshoot issues with a Torus Station remotely and on-site.
Ability to efficiently self-manage time, calendar, and multiple customers
Customer Onboarding Specialist Jobs
By Ooma, Inc. At Boca Raton, FL, United States
Project and client management experience an asset
Excellent time management, organizational, problem solving, and analytical skills
Project manage and oversee the entire onboarding process including provisioning installation, and configuration of our product
Set customer expectations, communicate internally to ensure tasks are on schedule, and offer suggestions to mitigate risks to avoid delays
Knowledge of networking fundamentals (TCP/IP, DHCP, VPN)
Strong analytical, problem solving and coordinating skills
Customer Onboarding Associate Jobs
By Justworks At New York, NY, United States
Work cross-functionally with our Operations team to set up and guide our customers through benefits enrollment
Manage a queue of open issues and tasks to deliver timely and effective solutions - escalating when necessary
Minimum of 1 year of professional experience
Customer support skills and comfort handling challenging situations over the phone - ability to be empathetic, compassionate, responsive and resourceful
Strong written and verbal communication skills with acute attention to detail
Provide high-quality support to customers through phone and email as needed

Are you looking for an exciting opportunity to help customers get the most out of their experience? We are looking for a Customer Onboarding Specialist to join our team and help our customers get up and running quickly and easily. If you have a passion for customer service and a knack for problem-solving, this could be the perfect job for you!

What is Customer Onboarding Specialist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer onboarding processes

What is Customer Onboarding Specialist Job Qualifications?

• Bachelor’s degree in business, marketing, or related field
• At least two years of customer service experience
• Experience with customer onboarding processes
• Knowledge of customer relationship management (CRM) systems

What is Customer Onboarding Specialist Job Knowledge?

• Knowledge of customer onboarding processes
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer service best practices
• Knowledge of customer service software

What is Customer Onboarding Specialist Job Experience?

• At least two years of customer service experience
• Experience with customer onboarding processes
• Experience with customer relationship management (CRM) systems

What is Customer Onboarding Specialist Job Responsibilities?

• Assist customers with onboarding process
• Ensure customer satisfaction throughout onboarding process
• Respond to customer inquiries in a timely manner
• Monitor customer onboarding process to ensure