Onboarding Specialist

Responsibilities

• Provide onboarding to new accounts in virtual meetings where you’ll demonstrate how to configure the account and extract maximum value from their solution
• Collaborate with Sales, Support, and Customer Success teams to ensure a smooth transition from prospect to loyal customer
• Conduct proper discovery to confirm sales notes around customer priorities, and de-escalate onboarding or sales concerns effectively to keep them moving forward
• Help troubleshoot product or workflow issues to improve customer satisfaction during the onboarding process and tailor the solution to meet their goals
• Attend product feedback sessions to be the voice of the customer and help guide our product roadmap
• Join sales meetings providing technical product support and workflow assessment to assist in closing or retaining deals
• Reach out by phone and email to new customers to schedule onboarding training sessions and ensure they are on track for their preferred go-live date and begin using the software
• Gather feedback during the onboarding process and update notes and tasks in the CRM
• Send recordings of onboarding sessions to customers and create separate tutorials as needed

Requirements

• 2+ years of experience in Customer Onboarding, Sales Engineering, or Technical Sales
• Experience providing training or product demonstrations to clients
• Exposure to SaaS, UCaaS, Digital Marketing, or other technical solutions
• Tech savviness and the ability to quickly and constantly learn new products and processes
• Excellent verbal and written communication skills
• Able to adhere to best practices in time management and organization
• Proven ability to establish professional rapport and influence customers over email, video, or phone
• Driven and highly motivated to ensure customer success

Bonus Points

• SDR/AE/AM/CS experience
• Complex or Franchise solution onboarding experience
• Experience in both start-ups and established companies
• HubSpot, Fullstory, and JIRA proficiency
• Knowledge of business processes, departments, and stakeholders
• Field Service Business Exposure

Pay

Market-level compensation based on experience: $70,000 - $85,000 OTE

Schedule

This is a hybrid role working Tues, Wed and Thurs in office and Mon and Fri working remote.

Benefits

• Comprehensive benefits package including employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage options, and a 4% match on 401k contributions
• Sick Leave: 5 days per year
• Vacation Leave: 14 days per year (that grows with tenure!) plus 2 Floating Holidays to use each year

Company Culture

• Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!
• Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results.
• Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.
• Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.
• Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.
• Perks Fuel Your Flow: Stay energized with a fully stocked kitchen featuring premium coffee and a curated selection of snacks.
• Beyond the Desk: We’re big on culture. From our monthly catered lunches and hosted happy hours, we make space for real connection.
• Recharge: Depending on your office location, access perks like a state-of-the-art fitness and yoga studio, a social lounge with a golf simulator, pool table and dart board as well as dog-friendly offices and quiet spaces to recharge.