Responsibilities
- Handle onboarding for 20 to 40 customers per month using phone, email, and video communication
- Assist clients with transferring their data through export and import tools
- Evaluate individual customer requirements and guide setup based on those needs
- Educate new users and their teams on how to use the software platform
- Ensure a high-quality, efficient launch experience for all customers
- Serve as a communication bridge between clients and the Product team, sharing user feedback
- Identify and resolve potential problems early, managing escalated cases when needed
- Work with leadership to develop and improve onboarding procedures and documentation
Benefits
- Fully remote work options
- Paid time off available
- Health coverage through an HMO plan
- Yearly performance-based bonuses
- Access to dedicated coaching for skill development
- Paths for career advancement
Work Arrangement
Remote (Worldwide)
Team
Collaborating with existing specialists and leadership
Other
- Operates as a remote-first company
- Team spans across the United States, Mexico, and the Philippines
