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Customer Onboarding Specialist

2 months ago


Nashville, Tennessee, United States Pyxai, Inc. Full time
About the Role

We are seeking a highly skilled and enthusiastic Customer Onboarding Specialist to join our dynamic team at Pyxai, Inc. 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.

Key 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
  • 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.