Software Onboarding Specialist
7 days ago
Travel: 1020% ( Approx 2 weeks of travel every quarter)
Responsibilities and Duties:
- Takeover customer relationship as soon as the sales are closed/contract is signed.
- Coordinate setuprequirements internally and with the customer.
- Complete software set up onboard customerssuccessfully.
- Provide training to the customerand then hand over the customer to the customer support team forongoing email and phone support.
- Maintain arelationship with the customer on a regular basis. Brief them ofnew features.
- Crosssell and Upsell to thecustomer over time.
- Responsible for contractrenewals.
- Own overall relationship with ignedclients
- Ensure retention and satisfaction ofall igned clients
- Aid clients in achievingtheir goals
Qualifications and Ss
- At least 2 years of experience in a customer success/account management role.
- Must have worked in aSaaS company in any role/ discipline.
- Musthave software setup training and customer onboardingexperience.
- Upsell customers to switch tohigher software plans.
- Excellent computer ssincluding Microsoft Office suite Gsuite by Google CRM like Hubspot/SalesForce. You will also be using Excel Word Powerpoint GoogleDrive and email.
- Prior project managementexperience. Ability to use modern project managementtools.
- Experience with at least one of thefollowing: Asana Monday Basecamp Airtable
- Musthave experience using customer support tools like Zendesk Freshdesketc.
- Selfstarter Disciplined and Organized toprepare maintain and update your own project plan tasks andreporting.
- ytical
- Demonstrated ability to increase customersatisfaction
- Preferred prior experience insales or a track record of achieving KRAs
- ociate degree or equivalent
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