Onboarding Specialist

2 days ago

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WellnessLiving

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Business Management • Email Marketing • Customer Relationship Management • Detailed Reporting • Software

201 - 500 employees

🧘 Wellness

☁️ SaaS

Description

• Manage onboarding and project timelines for clients who are either converting from another software, or may be a brand new businesses • Facilitate personalized online product training that is tailored to the client’s business needs • Keep clients informed on how their transition is coming along every step of the way via email, phone, or web conferencing • Collaborate with cross-departmental teams to resolve any onboarding-related issues and activities • Promote and maintain a high level of WellnessLiving professionalism and awesomeness

Requirements

• 2-3+ years of hands-on experience supporting customer implementation and/or onboarding projects, preferably for a SaaS enterprise solution • Adept at building relationships and rapport with customers and collaborating effectively with all levels of the organization • You’re a creative problem solver and multi-tasker who enjoys working in a dynamic, and fast-paced environment with a technical curiosity • You’re adaptable, quick-thinking, resourceful, with strong time management and organizational skills and obsessive about improving processes • A highly proactive, resourceful, able to multitask and accountable person who takes pride in ownership, responsibility, pride in driving and delivering a quality customer-centric approach and exemplary onboarding experiences. • An active, empathetic listener, with excellent written and verbal communication skills • Thoughtful, curious and ambitious with a tendency to ask “why” questions; the drive to apply a broad understanding of your work towards defining better solutions to achieve improvement measures and departmental goals/objectives • Ability to prioritize and manage time efficiently and effectively and handle multiple priorities simultaneously • Working knowledge of: Microsoft Office 365 Intermediate Excel skills CRM Platforms (Zoho, SalesForce) Ticket/Incident Management/Project Systems