Customer Onboarding Specialist

2 weeks ago

Boston, United States Validity Full time
Job DescriptionJob DescriptionAbout the Role
Onboarding Specialists at Validity are enthusiastic problem solvers The Customer Onboarding Specialist loves to troubleshoot client problems, as well as view and analyze situations from a very logical, systematic perspective. In this role, the Customer Onboarding Specialist will be responsible for onboarding and training new clients with the end goal of ensuring product adoption and usage. We believe that businesses are human, and our team is committed to identify, instrument and help you implement thoughtful and profitable ways to drive revenue from your business.

Team Dynamic
We are a team of hard working individuals that love helping customers. Our vision statement is to “Think Smarter. Perform Better. Be an Expert.” We help each other succeed while helping our customers achieve their desired outcomes.
We are a global team with Onboarding Specialists all over the globe. Our team collaborates on an international level while still servicing accounts in our own continents. This allows us to help each other when need be, learn more about customers in other continents, and build relationships all over the world.

Position Duties and Responsibilities
  • We will look to you to help Validity clients understand and implement our solutions during their Onboarding Journey. The Onboarding Specialist, as the first point of contact after client commitment, will ensure that the customer receives a warm welcome and has a good experience in starting to use their Validity solutions.
  • Walk Validity clients through their Onboarding Journey and provide them with product implementation assistance and in-depth product training, either face-to-face or by hosting training webinars or online group training sessions. 
  • Monitor, communicate, follow-up, test and troubleshoot with the client to ensure that all requirements to start using the solutions have been met, the required elements of the onboarding checklist are completed and the path to success and next steps have been defined. 
  • Ensures processes are followed and workflows are relevant and implemented correctly. Discover, analyze, and give feedback on gaps in the customer experience and work cross-functionally with other teams to address such gaps, contributing to the improvements of the product implementation methodology. 
  • Contribute to the creation of digital education assets (for example, but not limited to, training videos, webinars, insights articles, etc.) to support customer training and implementation. Build relationships, collaborate, and work cross-functionally with key business stakeholders (Sales, Knowledge & Training, Support, Marketing) that aligns with considerations to promote continuous improvement and effectiveness of the customer success program.
Required Experience, Skills, and Education
  • 2-3 years of Customer Success, Customer Service, Customer Support, Technical Support experience and a demonstrated ability to learn quickly, both about businesses and technologies.
  • Proven ability to work in a fast paced, iterative department with rapidly changing conditions.
  • Excellent time management skills.
  • The Onboarding Specialist has a tremendous amount of autonomy and is held to a high standard for the quality of their work. With this autonomy, the Onboarding Specialist is expected to take a holistic view of the Validity offerings and processes and consider how the entire customer journey would be influenced by their work. 
  • The ability to troubleshoot client problems and complex product issues, a passion for diving into the numbers and analyzing performance with data analysis skills. For all your comfort crunching numbers, you never lose sight of the people on the other end of your activities. 
  • Public speaking or advanced presentation skills. Comfortable with presenting in front of larger audiences and, ideally, experience in conducting technical product training sessions. Write and speak to internal and external clients in a clear, concise manner appropriate for the audience.
  • Ability to work in our Boston (Financial District) office Tuesday, Wednesday and Thursday
Preferred Experience, Skills, and Education
  • Knowledge of email deliverability and/or email delivery (i.e. ESP’s)
  • Previous knowledge of the Salesforce CRM application including data structure and API integration can be of advantage.
  • Previous SAAS experience
#li-hybrid

About Validity

For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions to target, contact, engage, and retain customers – using trustworthy data as a key advantage. Validity’s flagship products – Everest, DemandTools, BriteVerify, and GridBuddy Connect – are all highly rated, #1 solutions for sales and marketing professionals. These solutions deliver smarter email campaigns, more qualified leads, more productive sales, and ultimately faster growth.

Validity is a truly unique company - massive revenue growth, top-tier investors, 5-star product ratings, proven ability to acquire and integrate top tech companies and welcome them into the Validity family, a winning culture, and a work environment that fosters hard work, trust, and fun.

Headquartered in Boston, Validity has offices in Tampa, Denver, London, Sao Paulo, and Sydney. For more information, connect with us on LinkedIn, Instagram, and Twitter.

_____________________________________________________________________________

Validity is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment regardless of actual or perceived race, color, ancestry, national origin, citizenship, religion or creed, age, physical or mental disability, medical condition, AIDs/HIV status, genetic information, military and veteran status, sex, parental status (including pregnancy and pregnancy-related conditions, childbirth, post childbirth, nursing mother, parent of a young child and parent of a foster child), gender (including gender identity and expression), sexual orientation, marital status (including registered domestic partner status), or any other characteristic protected by applicable federal, state, or local law.

_____________________________________________________________________________

Please review our Applicant Privacy Notice before submitting any information: Applicant Privacy Notice

Powered by JazzHR

5Mw36OYac1

  • Customer Onboarding Specialist

    2 weeks ago

    Boston, United States Validity Inc Full time

    About the Role Onboarding Specialists at Validity are enthusiastic problem solvers! The Customer Onboarding Specialist loves to troubleshoot client problems, as well as view and analyze situations from a very logical, systematic perspective. In this role, the Customer Onboarding Specialist will be responsible for onboarding and training new clients with...

  • Customer Success Onboarding Manager

    3 weeks ago

    Boston, Massachusetts, United States SAP LeanIX Full time

    The Customer Success Onboarding Manager is a fundamental member of the SAP LeanIX team. This person is to be responsible for the onboarding of accounts new to SAP LeanIX. They will also oversee the planning, organizing, management, and execution of onboarding tasks and ensure our customers have a seamless and successful onboarding experience.WHAT IS WAITING...

  • Customer Success Onboarding Manager

    1 month ago

    Boston, United States LeanIX Full time

    The Customer Success Onboarding Manager is a fundamental member of the SAP LeanIX team. This person is to be responsible for the onboarding of accounts new to SAP LeanIX. They will also oversee the planning, organizing, management, and execution of onboarding tasks and ensure our customers have a seamless and successful onboarding experience. WHAT IS WAITING...

  • Customer Success Onboarding Manager

    3 weeks ago

    Boston, United States LeanIX Full time

    The Customer Success Onboarding Manager is a fundamental member of the SAP LeanIX team. This person is to be responsible for the onboarding of accounts new to SAP LeanIX. They will also oversee the planning, organizing, management, and execution of onboarding tasks and ensure our customers have a seamless and successful onboarding experience. WHAT IS WAITING...

  • Talent Acquisition

    3 months ago

    Boston, United States Saviance Full time

    Description: The Onboarding Specialist role is a highly visible role with huge impact on employee experience that is responsible for ensuring new hires are able to successfully launch into their new roles To that end this role will be responsible for the new hire experience from the point of "post job offer acceptance" till employee has been in role for 90...

  • Customer Onboarding

    1 month ago

    Boston, United States Zappi Full time

    Job DescriptionJob DescriptionWe have a world class agile market research platform. We help brands rewire their traditional ad & innovation development processes with insights early, often & connected to create a learning loop. The result? They get smarter over time. Insights teams have more impact. Brands launch better ads & products.We were founded in 2012...

  • Customer Implementation Specialist

    3 months ago

    Boston, Massachusetts, United States Tripleseat Software Full time

    "Tripleseat Rocks" These are words we hear from our customers and employees alike. Tripleseat is a market-leading, cloud-based catering and event management platform for restaurants, hotels, and event venues. We enable those venues to seamlessly book, plan and streamline their events, increasing sales and revenue. Internal Title is Professional Services...

  • Customer Service Specialist

    1 month ago

    Boston, United States Biofourmis Full time

    Biofourmis is a rapidly growing, global digital health company filled with committed, passionate professionals who care about augmenting personalized care and empowering people with complex chronic conditions to live better and healthier lives. We are pioneering an entirely new category of medicine by developing clinically validated, software-based...

  • Customer Success Specialist

    4 weeks ago

    Boston, United States Vista Higher Learning Full time

    WHO ARE YOU? You are a professional with a talent for training, teaching and guiding people through the learning process when it comes to new technology. WHO ARE WE? We are passionate, lifelong learners, and creative thinkers working daily to develop culturally authentic language learning digital and print content for the K-20 education space. WHAT IS THE...

  • Customer Success Specialist

    3 months ago

    Boston, United States Vista Higher Learning Full time

    WHO ARE YOU? You are a professional with a talent for training, teaching and guiding people through the learning process when it comes to new technology. WHO ARE WE? We are passionate, lifelong learners, and creative thinkers working daily to develop culturally authentic language learning digital and print content for the K-20 education space. WHAT IS THE...

  • Senior Derivatives Onboarding Analyst

    3 months ago

    Boston, United States Manulife Full time

    Job Description The Opportunity The Senior Derivatives Onboarding Analyst will report to the Manager of Derivatives Onboarding within the Global Derivatives Services team. The Derivatives Onboarding team supports the Manulife Asset Management and Life Insurance businesses globally by performing all setup steps necessary for derivatives trading....

  • Junior Customer Success Specialist

    2 months ago

    Boston, United States Legit Security Full time

    Legit builds a cutting-edge cybersecurity product that helps some of the worlds largest organizations develop and release applications securely. Our platform provides complete Application Security Posture Management (ASPM) for security and development teams – a must-use solution for every organization developing software. We help transform software...

  • New Business Onboarding Associate

    2 months ago

    Boston, United States Appleton Partners, Inc. Full time

    Appleton Partners, Inc. is a 100% employee-owned and Boston-based SEC-registered investment advisor offering a variety of high-quality fixed income separately managed account strategies. The Firm has $12.6 billion in assets under management and has seen steady growth since being founded in 1986.Appleton’s sole office is located at One Post Office Square in...

  • Customer Engagement Manager

    2 weeks ago

    Boston, Massachusetts, United States Cybersixgill Full time

    Join Cybersixgill as a Client Success SpecialistWe are looking for a talented Client Success Specialist to become part of our innovative team. The successful candidate will excel in both collaborative and independent environments, motivated by a strong desire to solve challenges.Key Responsibilities:Oversee customer life cyclesFacilitate onboarding and...

  • Customer Account Specialist

    4 weeks ago

    Boston, United States General Mills Full time

    The Northeast Sales Team is seeking a determined and energetic Customer Account Specialist to accelerate General Mills sales at foodservice operators in the Greater Boston area. As a Customer Account Specialist (CAS) you will drive incremental sales Account Specialist, Account Executive, Specialist, Customer, Salesforce, Operator, Manufacturing, Accounting

  • Customer Service Specialist

    2 months ago

    Boston, United States AdaptHealth corp. Full time

    Customer Service Specialist Customer Service Specialists are responsible for learning and understanding the entire front-end process to ensure successful service for our patients. The Customer Service Specialists work in a fast-paced environment answering inbound calls and making outbound calls. They are responsible for obtaining, analyzing, and verifying...

  • Customer Service Specialist

    6 days ago

    Boston, United States AdaptHealth corp. Full time

    Description AdaptHealth Opportunity – Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients’ lives,...

  • Customer Service Specialist

    1 week ago

    Boston, Massachusetts, United States Marr Companies Full time

    Job OverviewSUMMARY: Responsible for documenting repairs on customer-owned machinery and managing billing upon completion. Conducts inspections of equipment returned from rental, noting any damages and processing billing for repairs as necessary. Maintains telematics records for both rental and customer machinery. KEY RESPONSIBILITIES include the following:...

  • Customer Engagement Specialist

    6 days ago

    Boston, Massachusetts, United States Planet Fitness Full time

    Become a Vital Part of Our Team as a Customer Engagement SpecialistWe are looking for a personable and dependable individual to join our workforce at Planet Fitness. In the role of Customer Engagement Specialist, you will be tasked with delivering outstanding service to our members, potential members, and visitors.Core Responsibilities:Welcome members,...

  • Customer Service Specialist

    3 weeks ago

    Boston, United States BRIOHEALTH SOLUTIONS INC Full time

    Job DescriptionJob DescriptionBrioHealth Solutions Inc., Inc. is seeking a skilled and self-motivated Customer Service Specialist to join our growing team. As a customer service specialist at BrioHealth Solutions Inc., you will play a crucial role in maintaining data in our CRM support system and ensuring that our customers receive exceptional support...