Customer Onboarding Specialist Hospitality SaaS
2 months ago
Location: Remote. Anywhere in the U.S.A.Travel: 1020% ( Approx. 2 weeks of travel every quarter)
Experience: 2 Years
Responsibilities and Duties:
- Take over customer relationship as soon as the sales are closed/ contract is signed.
- Coordinate setup requirements internally and with the customer.
- Complete software set up onboard customers successfully.
- Provide training to the customer and then hand over the customer to the customer support team for ongoing email and phone support.
- Maintain a relationship with the customer on a regular basis. Brief them of new features.
- Crosssell and Upsell to the customer over time.
- Responsible for contract renewals.
- Own overall relationship with assigned clients
- Ensure retention and satisfaction of all assigned clients
- Aid clients in achieving their goals
Qualifications and Skills At least 2 years of experience in a customer success/ account management role.
- Must have worked in a SaaS company in any role/ discipline.
- Must have software setup training and customer onboarding experience.
- Upsell customers to switch to higher software plans.
- Excellent computer skills including Microsoft Office suite Gsuite by Google CRM like Hubspot/ SalesForce. You will also be using Excel Word Powerpoint Google Drive and email.
- Prior project management experience. Ability to use modern project management tools.
- Experience with at least one of the following: Asana Monday Basecamp Airtable
- Must have experience using customer support tools like Zendesk Freshdesk etc.
- Selfstarter Disciplined and Organized to prepare maintain and update your own project plan tasks and reporting.
- Analytical
- Demonstrated ability to increase customer satisfaction
- Preferred prior experience in sales or a track record of achieving KRAs
- Associate degree or equivalent
disciplined,email,customer success,customer support tools,asana,word,customer relationship management,freshdesk,increasing customer satisfaction,self-starter,crm (hubspot/salesforce),cross selling,e-mail management,account management,contract renewals,saas industry experience,associate degree,training,excel,onboarding,hospitality industry,b2b saas,customer support tools (zendesk, freshdesk),analytical,customer onboarding,upselling,airtable,basecamp,crm,google drive,organized,increase customer satisfaction,project management tools (asana, monday, basecamp, airtable),software setup,customer support,monday,microsoft office suite,zendesk,sales experience,saas,cross-selling,gsuite,project management,powerpoint,sales
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