Customer Onboarding amd Success Specialist

About the role

We are seeking a Customer Onboarding & Success Specialist to join our dynamic team. This role involves managing a portfolio of customers, guiding 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

To be successful in this role, you will need:

• 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
• Excellent verbal and written communication skills with the ability to explain technical concepts clearly
• Strong organizational and time management skills, with the ability to manage multiple accounts simultaneously

Qualifications

Preferred qualifications include:

• Experience with telematics and fleet management systems
• Knowledge of data analytics and machine learning
• Experience with business development and sales

Skills

The ideal candidate will possess:

• Exceptional problem-solving and analytical skills
• Ability to work independently and as part of a team
• Strong interpersonal and communication skills
• Ability to prioritize and manage multiple tasks effectively
• Comfortable working in a fast-paced, ever-changing environment

Benefits

At Geotab, we offer a comprehensive benefits package including:

• 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

Compensation is competitive and commensurate with experience.

Schedule

This is a full-time position with a flexible hybrid schedule.