Software Onboarding Specialist

4 weeks ago


Anthony, United States Feufo Inc Full time
Location: Remote. Anywhere in the U.S.A.
Travel: 1020% ( Approx 2 weeks of travel every quarter)

Responsibilities and Duties:
  • Take over customer relationship as soon as the sales are closed/ contract is signed.
  • Coordinate setup requirements internally and with the customer.
  • Complete software set up onboard customers successfully.
  • Provide training to the customer and then hand over the customer to the customer support team for ongoing email and phone support.
  • Maintain a relationship with the customer on a regular basis. Brief them of new features.
  • Crosssell and Upsell to the customer over time.
  • Responsible for contract renewals.
  • Own overall relationship with igned clients
  • Ensure retention and satisfaction of all igned clients
  • Aid clients in achieving their goals

Qualifications and Ss
  • At least 2 years of experience in a customer success/ account management role.
  • Must have worked in a SaaS company in any role/ discipline.
  • Must have software setup training and customer onboarding experience.
  • Upsell customers to switch to higher software plans.
  • Excellent computer ss including Microsoft Office suite Gsuite by Google CRM like Hubspot/ SalesForce. You will also be using Excel Word Powerpoint Google Drive and email.
  • Prior project management experience. Ability to use modern project management tools.
  • Experience with at least one of the following: Asana Monday Basecamp Airtable
  • Must have experience using customer support tools like Zendesk Freshdesk etc.
  • Selfstarter Disciplined and Organized to prepare maintain and update your own project plan tasks and reporting.
  • ytical
  • Demonstrated ability to increase customer satisfaction
  • Preferred prior experience in sales or a track record of achieving KRAs
  • ociate degree or equivalent


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