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SaaS Onboarding Specialist

1 month ago

Austin, Texas, United States Workiz Inc. Full time
Empower Customer Success

As a SaaS Onboarding Specialist at Workiz Inc., you will play a crucial role in ensuring our customers achieve their full potential. You will be responsible for guiding small business customers through a seamless onboarding process, providing them with the knowledge and support they need to get the most out of our platform.

Key Responsibilities:

  • Provide onboarding training to new customers, demonstrating how to configure their account and extract maximum value from our solution
  • Collaborate with Sales, Support, and Customer Success teams to ensure a smooth transition from prospect to loyal customer
  • Conduct thorough discovery to confirm sales notes around customer priorities and de-escalate onboarding or sales concerns
  • Help troubleshoot product or workflow issues to improve customer satisfaction during the onboarding process
  • Join sales meetings to provide technical product support and workflow assessment to assist in closing or retaining deals
  • Attend product feedback sessions to provide customer insights and help guide our product roadmap
  • Reach out to new customers to schedule onboarding training sessions and ensure they are on track for their preferred go-live date
  • Gather feedback during the onboarding process and update notes and tasks in the CRM
  • Send recordings of onboarding sessions to customers and create separate tutorials as needed

Requirements:

  • 1+ years of experience in Customer Onboarding, Sales Engineering, or Technical Sales
  • Experience providing training or product demonstrations to clients
  • Exposure to SaaS, UCaaS, Digital Marketing, or other technical solutions
  • Tech savviness and the ability to quickly and constantly learn new products and processes
  • Excellent verbal and written communication skills
  • Able to adhere to best practices in time management and organization
  • Proven ability to establish professional rapport and influence customers over email, video, or phone
  • Driven and highly motivated to ensure customer success

Why Join Workiz?

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

What We Offer:

  • Market-level compensation based on experience
  • A comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions
  • A hybrid work model, with 3 days on-site and 2 days remote working
  • A collaborative and inclusive work environment, with opportunities for growth and development