Customer Onboarding Specialist

Found in: beBee jobs US - 3 weeks ago


Austin, Texas, United States TRNSACT Full time

Customer Onboarding Specialist at Trnsact

Location: Remote

Department: Customer Success

Type: Full Time

Min. Experience: 2 yrs Experience

About Trnsact:

TRNSACT is a leading technology company revolutionizing the way businesses engage with financial transactions online. Our platform offers a seamless, secure, and efficient equipment buying experience for commercial equipment dealers. We're dedicated to improving our clients' operational efficiencies and helping them achieve their business objectives through innovative technology solutions.

Job Summary:

As a Customer Onboarding Specialist at Trnsact, you will play a pivotal role in welcoming new clients to our platform and ensuring they have a smooth, positive experience as they begin their journey with us. Your primary goal will be to increase product adoption and enable our customers' success through in-depth product understanding, personalized onboarding sessions, and continuous support.

Key Responsibilities:

Conduct personalized onboarding sessions with new customers, including product tours, setup assistance, and implementation guidance.
Understand the specific needs and goals of each customer to tailor the onboarding experience and product setup accordingly.
Provide ongoing support and resources to customers to optimize their use of our platform, ensuring a quick and successful path to achieving their business objectives.
Identify and address any issues or challenges customers may face during the onboarding process, including technical problems, knowledge gaps, or implementation hurdles.
Work closely with the customer support team to resolve any post-onboarding issues, ensuring a seamless transition and continued customer satisfaction.
Collaborate with the product development team to relay customer feedback and contribute to the continuous improvement of the onboarding process and overall platform.

Qualifications:

Minimum 2 year of experience in a B2B customer-facing role such as customer service, account management, sales, or customer success. Experience in a SAAS product environment is a plus.
Exceptional communication skills, with the ability to clearly convey complex information and empathize with customers.
High emotional intelligence, with a proven track record of building strong customer relationships.
Strong analytical skills and a goal-oriented mindset, with a focus on achieving customer success.
Advanced technical proficiency, with the ability to quickly learn and navigate new software tools.
A proactive, self-motivated individual who thrives in a fast-paced, remote work environment.

Why Join Trnsact?

Innovative Culture: Be part of a dynamic team that's at the forefront of transforming online transactions.

Growth Opportunities: We support professional development and offer opportunities for advancement.

Competitive Compensation: Enjoy a competitive salary and benefits package.

Work-Life Balance: We value our team's well-being and offer flexible working arrangements to support this.

*How to Apply: *

If you're passionate about delivering exceptional customer experiences and want to contribute to the success of a leading technology platform, we'd love to hear from you. Please submit your resume and a cover letter explaining why you're the perfect fit for the Customer Onboarding Specialist role at Trnsact.

Trnsact is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We look forward to welcoming you to our team

TRNSACT focuses on SaaS, B2B, Finance Technology, and Fin Tech. Their company has offices in New York City, Austin, Dallas, Irvine, and Salt Lake City. They have a small team that's between 11-50 employees.

You can view their website at or find them on LinkedIn.


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