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Client Onboarding Specialist

1 month ago

Nashville, United States Pyxai, Inc. Full time
Job Description
OVERVIEW

Our client is seeking an enthusiastic and tech-savvy Customer Onboarding Specialist to join their dynamic team. As the first point of contact for new customers, you will play a crucial role in guiding them through the initial stages of our product, ensuring they understand its features and realize its value. If you're passionate about delivering excellent customer service and thrive in a metrics-based environment, this is the perfect opportunity for you.

JOB SUMMARY

Key responsibilities include conducting product demonstrations and troubleshooting sessions via calls or video meetings, collaborating with the Customer Education team to create helpful materials, and providing constructive feedback on new job postings. The ideal candidate will have 2+ years of experience in Customer Support, Account Management, Customer Success, or a similar field, with bonus points for experience in Customer Onboarding, the SaaS industry, or Recruiting. Strong communication skills, technical proficiency, and a passion for delivering excellent customer service are essential.

RESPONSIBILITIES
  • Primary Contact: Serve as the main point of contact for new customers, answering questions, handling objections, and keeping them engaged.
  • Customer Advocacy: Capture and share customer feedback to advocate for their needs.
  • Proactive Engagement: Reach out to customers at the first sign of trouble to improve trial conversions and increase customer retention.
  • Setup Monitoring: Track setup progress on accounts and provide guidance on next steps.
  • Product Demonstration: Conduct scheduled calls or video meetings to demonstrate or troubleshoot features.
  • Customer Education: Collaborate with the Customer Education team to set up automated outreach and create helpful materials.
  • Collaboration: Work with other teams to support product development, inform sales teams about client needs, and create and update customer education materials.
Requirements
QUALIFICATIONS & SKILLS
  • 2+ years in Customer Support, Account Management, Customer Success, or a similar field.
  • Bachelor's Degree preferred.
  • Bonus points for experience in Customer Onboarding, SaaS industry, or Recruiting.
  • Proficiency with CRM, Customer Success, or Help desk tools.
  • A track record of hitting objectives and embracing new challenges.
  • Tech-savvy with the ability to quickly learn new products and explain them to others.
  • Analytical and creative in finding solutions for customers.
  • Excellent communication skills, both verbal and written.
  • Ability to prioritize, multitask, and manage time effectively.
  • Passionate about improving processes and delivering a fantastic customer experience.
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