Technical Onboarding Specialist

3 weeks ago


Fort Worth, Texas, United States Xpressdocs Full time
Role Summary

An estimated salary of $60,000 - $80,000 per year.

About the Company

Xpressdocs provides cutting-edge marketing technology, produces high-quality marketing materials, and creates world-class customer experiences. We take our solutions seriously, but we don't take ourselves seriously.

  • Achieve and maintain expert level of understanding of the Xpressdocs system including all functionality, programs, and products.
  • Quickly learn new technologies and communicate those concepts to clients with varying degrees of technical expertise.
  • Establish strong relationships with internal stakeholders and quickly build trust with each new client.
  • Ensure clients have a positive onboarding experience to ensure smooth adoption of Xpressdocs' products and services.
  • Meet multiple priorities in a demanding and deadline-driven environment.
  • Support and provide backup and feedback to Implementation Manager.
  • Collect, evaluate and organize data files and spreadsheets for new account implementations.
  • Seek clarification regarding inbound requests to effectively communicate the client/or other internal department need.
  • Coordinate and lead new client training (via live webinar and/or recording).
  • Manage internal projects for new clients, including, but not limited to, storefront setups and estimates for new items.
  • Effectively document, organize, follow up, and communicate requirements and expectations to successfully manage projects and service levels.
  • Respond to phone calls and email inquiries with expediency to ensure client satisfaction and efficient internal communication.
  • Proactively seek solutions and issue resolution, both inter-departmentally and externally.
  • Leverage feedback for continuous improvement to the onboarding/implementation process.


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