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Customer Onboarding Specialist Jobs

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 Success Onboarding & Ops Specialist
By Preply At New York, United States
Project management experience is desired, but not required – PMI certification is a plus
Ensure effective handoffs in the customer journey from sales to Ops and from Ops to customer success management
Your role will also include back office support to the CSMs. Some of the responsibilities are as follows:
Recent and relevant experience in customer onboarding or other services projects in a B2B SaaS organization
Demonstrated experience consistently meeting or exceeding targets for customer satisfaction and time to value
Strong interpersonal and communication skills including the ability to lead meetings and communicate effectively with clients via email, phone, video conferencing
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 Of Customer Onboarding
By Virtuous At , , Az
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 & Services Specialist (Remote)
By PeopleGrove At , Arlington, Va
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
Customer Onboarding Specialist Jobs
By Engrain At Denver Metropolitan Area, United States
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
Associate Customer Onboarding Specialist
By CSC (Corporation Service Company) At , Wilmington, De
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
Manager, Customer Onboarding Jobs
By ServiceCore At Denver, CO, United States
Responsible for the onboarding of new employees on your team which includes training, coaching, and performance management
3+ years of managerial experience
Impeccable communication abilities and advanced problem-solving skills
Design and continually improve processes for delivery, including materials and tools that enhance efficiency and customer experience during onboarding
Manage, monitor, and track the progress of each onboarding manager’s accounts to ensure efficient and effective onboarding
Build and maintain healthy customer relationships, manage escalations, and join client meetings regularly
Director, Customer Onboarding - Paze (Fi)
By Early Warning Services At , New York, Ny
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
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 Manager Jobs
By Sinch At Atlanta, GA, United States
5+ years of experience in Customer Success, Onboarding, or Implementation Management roles in the mobile or software industry.
Strong project management skills to define goals, tasks, dependencies and deliverables within established policies and standard practices.
Educate customers on Sinch's products, capabilities, and best practices to simplify adoption and align expectations.
Bachelor's degree or related experience.
Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
Lead the onboarding, activation, and adoption of new customers to ensure their swift and successful implementation of Sinch's communications platform.
Customer Onboarding & Services Specialist (Remote)
By PeopleGrove At Arlington, VA, United States
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
Customer Onboarding Manager Jobs
By Numerator At ,
Strong organizational and project management skills
Develop educational content for use with onboarding, the Customer Help Center, and ongoing customer education
Provide feedback to Product Team to help improve platform offerings
Bachelor’s degree with at least 3 years of relevant experience
Excellent oral and written communication skills
Strong presentation skills, particularly with training customers in a technological area
Customer Onboarding Manager Jobs
By ZoomInfo At Grand Rapids, MI, United States
Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.
BA/BS degree. At least 5+ years of customer success and/or project management, ideally in a SaaS environment.
Experience developing, installing, training, and/or supporting B2B solutions (previous experience with ZoomInfo and/or ZoomInfo certification strongly preferred).
Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.
Highly collaborative, organized, and execution-oriented with strong presentation skills.
Superior relationship and communication skills (both verbal and written).
Customer Onboarding Manager Jobs
By ZoomInfo At Bethesda, MD, United States
Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.
BA/BS degree. At least 5+ years of customer success and/or project management, ideally in a SaaS environment.
Experience developing, installing, training, and/or supporting B2B solutions (previous experience with ZoomInfo and/or ZoomInfo certification strongly preferred).
Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.
Highly collaborative, organized, and execution-oriented with strong presentation skills.
Superior relationship and communication skills (both verbal and written).
Customer Onboarding Manager Jobs
By ZoomInfo At Waltham, MA, United States
Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.
BA/BS degree. At least 5+ years of customer success and/or project management, ideally in a SaaS environment.
Experience developing, installing, training, and/or supporting B2B solutions (previous experience with ZoomInfo and/or ZoomInfo certification strongly preferred).
Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.
Highly collaborative, organized, and execution-oriented with strong presentation skills.
Superior relationship and communication skills (both verbal and written).
Manager, Customer Onboarding Jobs
By ZoomInfo At Bethesda, MD, United States
Monitor and evaluate team performance and customer feedback to identify areas for improvement and make recommendations to upper management.
Collaborate with cross-functional teams such as sales, customer success, and product development to ensure a cohesive onboarding experience for new customers.
Demonstrated experience in identifying, creating, and implementing performance evaluations and engagement initiatives to increase ICs' productivity, job satisfaction, and retention.
3+ years of experience in a leadership role, preferably in customer success, customer service, or sales.
Demonstrated experience creating and implementing onboarding procedures and protocols.
Strong communication and interpersonal skills, with the ability to effectively communicate with internal and external stakeholders.
Manager, Customer Onboarding Jobs
By ZoomInfo At Waltham, MA, United States
Monitor and evaluate team performance and customer feedback to identify areas for improvement and make recommendations to upper management.
Collaborate with cross-functional teams such as sales, customer success, and product development to ensure a cohesive onboarding experience for new customers.
Demonstrated experience in identifying, creating, and implementing performance evaluations and engagement initiatives to increase ICs' productivity, job satisfaction, and retention.
3+ years of experience in a leadership role, preferably in customer success, customer service, or sales.
Demonstrated experience creating and implementing onboarding procedures and protocols.
Strong communication and interpersonal skills, with the ability to effectively communicate with internal and external stakeholders.
Customer Onboarding Lead Jobs
By TBD At San Francisco, CA, United States
10 + years of experience in Compliance and AML roles
Experience with financial technology, blockchain technology, decentralized ecosystems, and regulated cryptocurrency products and services
Prior experience working for a regulated financial technology, blockchain or digital currency company
Prior experience working in a startup culture (effective execution in an informal corporate environment)
Paid Life insurance, AD&D. and disability benefits
Work closely with TBD and Compliance Engineering teams to design, build and test real-time sanctions controls for TBD’s global remittance product

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