Software Onboarding Specialist SaaS PropertyManagement
3 months ago
Location:Remote. Anywhere in theU.S.A.Travel: 1020%( Approx. 2 weeks of travel everyquarter)
Experience:2Years
Responsibilitiesand Duties:
- Take overcustomer relationship as soon as the sales are closed/ contract issigned.
- Coordinate setup requirementsinternally and with the customer.
- Completesoftware set up onboard customerssuccessfully.
- Provide training to the customerand then hand over the customer to the customer support team forongoing email and phone support.
- Maintain arelationship with the customer on a regular basis. Brief them ofnew features.
- Crosssell and Upsell to thecustomer over time.
- Responsible for contractrenewals.
- Own overall relationship withassigned clients
- Ensure retention andsatisfaction of all assigned clients
- Aidclients in achieving theirgoals
Qualificationsand Skills At least 2 years of experience in acustomer success/ account managementrole.
- Must have worked in a SaaScompany in any role/ discipline.
- Must havesoftware setup training and customer onboardingexperience.
- Upsell customers to switch tohigher software plans.
- Excellent computerskills including Microsoft Office suite Gsuite by Google CRM likeHubspot/ SalesForce. You will also be using Excel Word PowerpointGoogle Drive and email.
- Prior projectmanagement experience. Ability to use modern project managementtools.
- Experience with at least one of thefollowing: Asana Monday Basecamp Airtable
- Musthave experience using customer support tools like Zendesk Freshdesketc.
- Selfstarter Disciplined and Organized toprepare maintain and update your own project plan tasks andreporting.
- Analytical
- Demonstrated ability to increasecustomer satisfaction
- Preferred priorexperience in sales or a track record of achievingKRAs
- Associate degree orequivalent
accountmanagement,analytical,excel,saas,cross selling,sales,b2bsaas,freshdesk,upselling,projectmanagement,disciplined,word,associate degree,customersuccess,software setup,customer support tools (zendesk,freshdesk),monday,increasing customersatisfaction,cross-selling,organized,hospitality industry,crm(hubspot/salesforce),microsoft office suite,saas industryexperience,training,gsuite,salesexperience,onboarding,self-starter,google drive,customeronboarding,e-mail management,project management tools (asana,monday, basecamp, airtable),powerpoint,contract renewals,customersupport,customer relationship management
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