Software Onboarding Professional
4 days ago
Feufo Inc is seeking an experienced Software Onboarding Specialist to join our team. As a key member of our customer success team, you will be responsible for ensuring a seamless onboarding experience for our customers.
Responsibilities:
- Take over customer relationships as soon as sales are closed/contracts are signed.
- Coordinate setup requirements internally and with the customer.
- Complete software setup and 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, briefing them on new features.
- Cross-sell and up-sell to the customer over time.
- Responsible for contract renewals.
- Own overall relationships 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.
- Ability to up-sell customers to switch to higher software plans.
- Excellent computer skills, including Microsoft Office suite, G Suite by Google, CRM like Hubspot/Salesforce.
- 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.
- Self-starter, 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.
Key Skills:
- Account management
- Analytical
- Excel
- SaaS
- Cross-selling
- Sales
- B2B SaaS
- Freshdesk
- Upselling
- Project management
- Disciplined
- Word
- Associate degree
- Customer success
- Software setup
- Customer support tools (Zendesk, Freshdesk)
- Monday
- Increasing customer satisfaction
- Organized
- Hospitality industry
- CRM (Hubspot/Salesforce)
- Microsoft Office suite
- SaaS industry experience
- Training
- G Suite
- Sales experience
- Onboarding
- E-mail management
- Project management tools (Asana, Monday, Basecamp, Airtable)
- Powerpoint
- Contract renewals
- Customer support
- Customer relationship management
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