Onboarding Specialist

22 hours ago


Franklin, United States XBuild Full time
Job DescriptionJob Description

About Us

XBuild is transforming the way contractors work with our innovative reporting platform. We’re on a mission to make reporting faster, easier, and more accurate so contractors can focus on what matters. We’re seeking a proactive and tech-savvy Onboarding Specialist to help our new contractors get started successfully on XBuild.

Job Overview

As an Onboarding Specialist, you’ll guide new contractors through the platform setup, ensuring they’re confident with XBuild’s tools and ready to submit their first report. You’ll provide hands-on support, answer any technical questions, and work to create a smooth onboarding experience that leads to long-term platform use.

Responsibilities

  • Guide New Contractor Setup: Work closely with contractors to get their accounts fully set up and integrated with any necessary tools.
  • Provide Technical Support: Answer questions and troubleshoot technical issues, ensuring contractors feel comfortable navigating the platform.
  • First Report Assistance: Guide contractors through submitting their first report, providing step-by-step support and clear instructions.
  • Track Onboarding Progress: Document each contractor’s onboarding journey in the CRM to ensure a seamless transition to ongoing account management.
  • Gather Feedback: Collect feedback from new contractors to improve the onboarding experience and share insights with the product and customer success teams.

Qualifications

  • Experience: 2+ years in onboarding, customer success, or technical support roles.
  • Communication Skills: Excellent verbal and written skills to explain platform features clearly and effectively.
  • Tech-Savvy: Comfortable working with software platforms and learning new technology quickly. Familiarity with CRM systems (Salesforce, HubSpot) is a plus.
  • Problem-Solving Skills: Proactive and resourceful, able to troubleshoot and guide contractors through technical challenges.
  • Customer-Centric: A passion for helping contractors succeed and a patient, supportive approach to onboarding.

Benefits

  • Competitive Salary based on experience
  • Comprehensive Benefits: Health, dental, vision, and 401k matching
  • Growth Opportunities: Join a fast-growing company with room for advancement
  • Professional Development: Access to training resources to enhance your skills

How to Apply

If you’re ready to help contractors succeed from day one, we’d love to hear from you Apply today by submitting your resume and a short cover letter through ZipRecruiter. 

Company DescriptionXBuild is the first AI powered construction platform for roofing contractors. Our cutting-edge AI technology eliminates the human-led tasks that are the main cause of project delays and higher costs in the construction industry. We help our contractors win larger projects, get faster approvals, and get paid instantly, all while reducing high overhead costs and delays.Company DescriptionXBuild is the first AI powered construction platform for roofing contractors. Our cutting-edge AI technology eliminates the human-led tasks that are the main cause of project delays and higher costs in the construction industry. We help our contractors win larger projects, get faster approvals, and get paid instantly, all while reducing high overhead costs and delays.

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