Customer Onboarding amd Success Specialist

About the role

We are seeking a Customer Onboarding & Success Specialist to manage a dedicated portfolio of customers, guide them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem. Key responsibilities include assessing customer needs, delivering tailored onboarding plans, and optimizing product usage.

Responsibilities

• Assess and understand each customer's unique operational needs, goals, and objectives to provide tailored solutions
• Guide customers through the initial setup and adoption process, aiming to foster long-term satisfaction and product engagement
• Maintain regular communication with customers to ensure smooth implementation and resolve any technical or operational issues
• Optimize the use of Geotab's telematics products, portals, dashboards, and reports to accelerate device activations
• Monitor customer health and identify improvement, engagement opportunities, and potential risks
• Recognize and act on opportunities to upsell or cross-sell products or services based on customer needs
• Process inbound Add-On order requests from existing customers, providing clear guidance and support throughout the ordering process
• Communicate customer feedback and insights to internal teams to drive program direction and continuous improvements

Requirements

Equivalent combination of education and/or work experience in a related field, 1-3 years of experience in customer-facing roles such as customer support, customer success, or sales, proficiency with Salesforce or similar CRM platforms for managing customer records and interactions, demonstrated ability to build and maintain strong, trusted relationships with customers at all levels, strong verbal and written communication skills with the ability to explain technical concepts clearly, excellent organizational and time management skills, the ability to manage multiple accounts simultaneously.

Qualifications

High school diploma or equivalent, relevant certifications preferred.

Skills

• Excellent communication and interpersonal skills
• Ability to build and maintain strong, trusted relationships with customers
• Strong problem-solving and analytical skills
• Ability to work independently and manage multiple priorities
• Experience with Salesforce or similar CRM platforms
• Knowledge of telematics and fleet management systems

Benefits

Home office reimbursement program, baby bonus & parental leave top up program, online learning and networking opportunities, electric vehicle purchase incentive program, competitive medical and dental benefits, retirement savings program.

Pay

Competitive salary commensurate with experience.

Schedule

Full-time position.