Client Onboarding Senior Specialist

3 days ago

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MSPbots.ai

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤖 Artificial Intelligence

☁️ SaaS

⚡ Productivity

💰 Seed Round on 2023-07

Description

• Drive client onboarding for Next Ticket at MSPbots.ai. • Train clients on product functionalities and best practices. • Support implementation and integration with existing tools. • Track client adoption and provide feedback to development. • Create digital content for self-serve onboarding.

Requirements

• Bachelor’s degree in a relevant field (Business, IT, etc.) or equivalent experience. • 5+ years of experience in client onboarding, customer success, or a similar role, preferably in a SaaS or tech environment. • Deep understanding of the MSP industry and business process best practices, particularly in ticket triage and dispatch workflows. • Hands-on experience setting up and configuring Professional Service Automation (PSA) tools for service teams, including ConnectWise Manage, Autotask, HaloPSA, KaseyaBMS. • Proven track record in client-facing roles with a strong emphasis on driving product adoption and ensuring client satisfaction. • Excellent written and verbal communication skills with the ability to effectively train and guide clients with varying technical proficiency. • A proactive problem-solver who can identify challenges, develop solutions, and drive initiatives independently. • Ability to thrive in a fast-paced startup environment and adapt to evolving priorities.

Benefits

• HMO (reimbursement for $100/mo) • Life Insurance (reimbursement for $20/mo) • Reimbursement for Dental-$20 and Vision-$4 • 15 PTO credits in a year (if unused, convertible to cash!) • Training/Development courses (reimbursement for up to $30) • US Holiday Pay