
Customer Onboarding Specialist
3 days ago
Job Overview:
We are seeking an experienced Customer Onboarding Specialist to lead the customer onboarding process, ensuring a seamless experience from implementation to renewal.
Key Responsibilities:
- Develop and implement customer onboarding strategies, including training and support initiatives.
- Manage relationships with internal and external stakeholders to ensure successful account management.
- Establish key performance indicators (KPIs) to evaluate process improvement and account health.
- Serve as a subject matter expert (SME) for the Spendflo platform, working closely with clients to understand their operational challenges and identify opportunities for growth.
- Provide product support and resolve technical issues as they arise.
- Collaborate with product management to surface customer feedback and translate it into product requirements.
- Contribute to the development of the implementation function as the team scales.
About You:
- 4-6 years of experience in a customer-facing role, such as Technical Onboarding Manager or Implementation Consultant.
- Proven track record of managing customer implementations for enterprise clients or consulting with clients on business process improvements at a senior level.
- Advanced understanding of SaaS and Cloud-based software environments.
- A builder mindset, comfortable working in a startup environment and driving projects from concept to delivery.
- Familiarity with APIs, webhooks, and database structures, with the ability to troubleshoot complex technical issues.
- Experience running projects with unique roadmaps and checklists, tailored to each client's needs.
- Strong problem-solving skills, with the ability to tease out nuanced details from customers and provide solutions that meet their needs.
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