Software Onboarding Specialist for SaaS Property Management
2 weeks ago
Job Title: Software Onboarding Specialist for SaaS Property Management
Job Summary: We are seeking a highly skilled Software Onboarding Specialist to join our team at Feufo Inc. As a Software Onboarding Specialist, you will be responsible for ensuring a seamless onboarding experience for our customers, providing training and support to help them get the most out of our software.
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 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, 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: Microsoft Office, analytical skills, sales, Airtable, associate degree, Word, G Suite, Freshdesk, B2B SaaS, Excel, project planning, customer support tools, analytical, customer onboarding, Microsoft Office suite, customer success, e-mail, Asana, contract renewals, SaaS industry experience, cross-selling, project management tools, hospitality industry, CRM (Hubspot/SalesForce), organized, account management, upselling, Google Drive, reporting, e-mail, cross-selling, self-starter, customer support tools, Zendesk, Monday, project management, customer relationship management, e-mail management, SaaS industry, disciplined, PowerPoint, software setup, SaaS, increasing customer satisfaction, onboarding, Basecamp, training, CRM, customer support, sales experience.
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