Onboarding Specialist

About the Role

As an Onboarding Specialist, you will be providing 1:1 virtual follow-ups with customers as they learn to use their purchased products through the Learning Management System. You must be comfortable managing multiple projects and ensuring on-time deliverables while keeping internal teams and customers accountable through the Getting Started Journey. The Onboarding Specialist will have strong communication skills and will be comfortable working in a customer-facing environment.

What You Will Do

• Manage the customers' Getting Started Journey
• Own the 1:1 virtual follow-up sessions to ensure learning content understanding
• Assist customers with value recognition in their purchased platform(s)
• Act as a point of contact throughout the Customer Getting Started Journey
• Manage customer hand-offs between internal Bloomerang teams

What You Need to Succeed

• 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment with a strong focus on customer onboarding best practices
• Ability to serve as the primary contact between internal and external stakeholders helping ensure deliverables are met
• Organization skills and the ability to prioritize tasks to meet deadlines and goals
• A strong technical proficiency and the ability to quickly learn and understand new software products and concepts
• Excellent written and verbal communication skills
• Proficiency with using Excel for reviewing and troubleshooting customer data import files
• Ability to stay current with emerging AI capabilities and apply them directly through hands-on building and experimentation

Nice to Haves (Not Required)

• Foundational understanding of data migration processes
• 1+ years of project management experience with SaaS customer onboarding
• Experience with Bloomerang products
• Experience with supporting nonprofit organizations
• Experience with supporting nonprofit CRM solutions

Benefits

• Health + Wellness: You'll have access to generous health, vision, and dental insurance options as well as HealthiestYou, a healthcare service that offers convenient, confidential access to quality doctors 24/7, anytime, anywhere
• Time Off: You'll get a competitive PTO package that includes 20 PTO days, 3 flex days, 4 optional volunteer days, 12 paid holidays, as well as paid parental leave
• 401k: You'll receive a 401k match to help invest in your future
• Equipment: Everything you need to be successful, shipped right to your door

Compensation

The salary range for this position is $55,000-$62,000. You may also be eligible for a discretionary bonus. Actual compensation within the range will be dependent on your skills, experience, qualifications, and location, as well as applicable employment laws.

Location

This is a permanent, full-time, fully remote position (within the U.S. and select Canadian Provinces only). Employees living in Indianapolis, IN are welcome to work from our company headquarters. We do not offer Visa sponsorship or relocation assistance at this time.