Onboarding Specialist
3 weeks ago
Onboarding Specialist
The Onboarding Specialist is responsible for ensuring a smooth and successful onboarding experience for new customers. This role is crucial in setting the foundation for long-term customer satisfaction and retention. The Onboarding Specialist will guide customers through the initial setup, provide training and support, and ensure they understand how to leverage our software to meet their business goals.
Responsibilities:
- Become a SalesAi subject-matter expert with a focus on accelerating “time to value” for new customers while serving as a day-to-day contact for assigned accounts throughout the onboarding journey
- Deliver virtual expert engagements to educate and empower our customers to achieve business value through the use of SaleAi and its ability to enhance every aspect of an organization's sales processes and customer engagement
- Understand customers use cases, market, and business objectives to be able to give timely and relevant advice on how they can leverage the SalesAi platform to meet and exceed their business objectives
- Engage with customers to navigate the setup and administration of their SalesAi platform, ensuring a positive initial outcome and launch of use cases within their business
- Provide relevant recommendations specific to customers’ business needs and initial use case set-up and activation
- Provide relevant recommendations for the use of Ai prompts to best achieve the use cases requested by customers
- Leverage and help produce onboarding resources such as user guides, video tutorials, FAQs, and other documents
- Analyze trends in CSAT scores from customers to identify areas for improvement
Required Skills:
- Prior experience in customer-facing roles such as customer support, account management, sales, or a related field. Internships or part-time jobs in these areas can be beneficial as well
- A passion for helping customers succeed and a commitment to providing excellent service
- Experience in hosting and conducting virtual sessions to virtual audiences
- Excellent verbal and written communication skills to interact effectively with customers and internal teams
- Excellent rapport building skills and comfort level in doing that within virtual environments
- Strong organizational skills to manage multiple customer accounts and tasks simultaneously
- A demonstrated comfort level with software products and ability to quickly learn new technologies.
- Ability to thrive in a fast-paced, dynamic environment and quickly adapt to changing customer needs and business priorities as well as work needed by you as an employee to fulfill our company’s objectives.
Preferred Skills:
- Basic knowledge of Software as a Service (SaaS) business models and how subscription-based services operate
- Basic knowledge of Artificial Intelligence (Ai) technologies, applications, and their benefits in a business context
- Basic knowledge of the traditional sales development function within a company with a focus on lead generation and cold outreach tactics
- Experience with Hubspot or other CRM tools similar to Hubspot
Why work with SalesAi
SalesAi is leveraging cutting-edge Ai technology to enhance every aspect of an organization's sales processes and customer engagement. From automating routine tasks to providing deep insights and analytics, SalesAi enables your team to focus on what matters most—engaging with prospects and closing deals. Our AI tools streamline operations, boost productivity, and significantly increase your team’s efficiency. Organizations are leveraging our tools to seamlessly integrate into their existing sales processes that automate time-consuming tasks such as data entry and lead management, allowing team members to focus on high-value interactions that drive conversions and build stronger customer relationships while also helping reduce operational costs.
-
Onboarding Specialist
3 months ago
Indianapolis, United States Medasource Full timeThe Medasource Onboarding Specialist will be responsible for all paperwork and onboarding requirements for new, past, and current consultants. The onboarding team will be an extension of the delivery team and ensure that our consultants are completing required paperwork for tax forms, insurance, W-2, 1099, and I-9 verification. This position will utilize...
-
Onboarding Specialist
2 months ago
Indianapolis, United States Medasource Full timeThe Medasource Onboarding Specialist will be responsible for all paperwork and onboarding requirements for new, past, and current consultants. The onboarding team will be an extension of the delivery team and ensure that our consultants are completing required paperwork for tax forms, insurance, W-2, 1099, and I-9 verification. This position will utilize...
-
Onboarding Specialist
3 weeks ago
indianapolis, United States SalesAi Full timeOnboarding SpecialistThe Onboarding Specialist is responsible for ensuring a smooth and successful onboarding experience for new customers. This role is crucial in setting the foundation for long-term customer satisfaction and retention. The Onboarding Specialist will guide customers through the initial setup, provide training and support, and ensure they...
-
Onboarding Specialist- Internship
3 days ago
Indianapolis, United States Eight Eleven Group Full timeOverview:We are seeking a motivated and detail-oriented Onboarding Intern to join our HR Onboarding Team. As an Onboarding Intern, you will support our Onboarding Specialists in ensuring a seamless onboarding experience for new consultants. This is an excellent opportunity for someone looking to gain hands-on experience in HR and the onboarding process.Key...
-
Onboarding Specialist
4 weeks ago
indianapolis, United States Medasource Full timeThis position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN.The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...
-
Onboarding Specialist
4 weeks ago
indianapolis, United States Medasource Full timeThis position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN.The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...
-
Onboarding Specialist
1 month ago
Indianapolis, United States Medasource Full timeThis position would be 4 days on-site at our Corporate Headquarters in Broad Ripple, IN.The Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Medasource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to...
-
Onboarding Specialist
2 months ago
indianapolis, United States Medasource Full timeAbout the jobLaunched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...
-
Onboarding Specialist
3 months ago
Indianapolis, United States Medasource Full timeAbout the jobLaunched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...
-
Onboarding Specialist
3 months ago
indianapolis, United States Medasource Full timeAbout the jobLaunched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always keeping culture and growth opportunity at the forefront of the business model. What began as a two-person Indianapolis startup, Eight Eleven Group has rapidly expanded to become a market-leading organization within one of the...
-
Junior Onboarding Specialist
3 weeks ago
Indianapolis, United States Brooksource Full timeThe Jr Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Brooksource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to provide support, ensure placement accuracy, and troubleshoot any errors or issues...
-
Junior Onboarding Specialist
3 weeks ago
indianapolis, United States Brooksource Full timeThe Jr Onboarding Specialist (OS) will be responsible for the execution, communication and monitoring of placement and onboarding activities for all Brooksource consultants once an offer has been accepted. The OS will work closely with Market, Accounting and HR teams to provide support, ensure placement accuracy, and troubleshoot any errors or issues...
-
indianapolis, United States Eight Eleven Group Full timeOverview:We are seeking a motivated and detail-oriented Onboarding Intern to join our HR Onboarding Team. As an Onboarding Intern, you will support our Onboarding Specialists in ensuring a seamless onboarding experience for new consultants. This is an excellent opportunity for someone looking to gain hands-on experience in HR and the onboarding process.Key...
-
indianapolis, United States Eight Eleven Group Full timeOverview:We are seeking a motivated and detail-oriented Onboarding Intern to join our HR Onboarding Team. As an Onboarding Intern, you will support our Onboarding Specialists in ensuring a seamless onboarding experience for new consultants. This is an excellent opportunity for someone looking to gain hands-on experience in HR and the onboarding process.Key...
-
HR Specialist IN
23 hours ago
indianapolis, United States Creative Financial Staffing Full timeHR SpecialistCFS Indianapolis has partnered with a large manufacturing client looking to add a HR Specialist to their team!About the Company and Human Resources Specialist Opportunity: Join a company that is experiencing rapid growth and will provide professional development and stability Be a part of an innovative culture that is making strides toward...
-
indianapolis, United States Creative Financial Staffing Full timeHR SpecialistCFS Indianapolis has partnered with a large manufacturing client looking to add a HR Specialist to their team!About the Company and Human Resources Specialist Opportunity: Join a company that is experiencing rapid growth and will provide professional development and stability Be a part of an innovative culture that is making strides toward...
-
Recruiting Specialist
4 weeks ago
INDIANAPOLIS, United States Help at Home Full timeHelp at Home is hiring a Recruiting Specialist! Help at Home is the nation's leading provider of high-quality support services to seniors and people with disabilities. Our clients need us more than ever to continue living independently in their own homes while staying safe from high-risk facilities. We pride ourselves on establishing the home as the center...
-
Recruiting Specialist
3 days ago
INDIANAPOLIS, United States Help at Home Full timeHelp at Home is hiring a Recruiting Specialist! Help at Home is the nation's leading provider of high-quality support services to seniors and people with disabilities. Our clients need us more than ever to continue living independently in their own homes while staying safe from high-risk facilities. We pride ourselves on establishing the home as the center...
-
Recruiting Specialist
23 hours ago
Indianapolis, United States Help at Home Full timeJob DescriptionHelp at Home is hiring a Recruiting Specialist! Help at Home is the nation's leading provider of high-quality support services to seniors and people with disabilities. Our clients need us more than ever to continue living independently in their own homes while staying safe from high-risk facilities. We pride ourselves on establishing the...
-
Indianapolis, Indiana, United States SEI Investments Full timeJob SummarySEI Investments is seeking an Implementation Specialist to join our Family Office Services team. As an Implementation Specialist, you will play a key role in planning and executing onboarding projects for our technology solutions. You will work closely with clients and internal teams to set up our proprietary investment accounting platform,...
