Software Onboarding Specialist SaaS PropertyManagement
2 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
excel,projectmanagement,upselling,gsuite by google,customerservice,skills,customer support tools,basecamp,modern projectmanagement tools,google drive,organized,microsoft officesuite,software setup,customer satisfaction,word,saas,freshdesk,saasindustry experience,onboarding,customer relationshipmanagement,project,increase customer satisfaction,emailmanagement,zendesk,cross-selling,associate degree,onboarding newcustomers,asana,self-starter,salesexperience,management,monday,customer success,analytical,crm likehubspot/salesforce,increasing customersatisfaction,e-mail,airtable,customer onboardingstrategies,software,customer,training,disciplined,sales,accountmanagement,customer onboarding,powerpoint,crm like hubspot/salesforce,software onboarding
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