Onboarding Specialist

Overview

Challenges you would face

• Conduct onboarding sessions with new customers, introducing the live chat platform, its features, and best practices
• Establish strong relationships with customers, acting as the primary contact during onboarding
• Tailor onboarding to meet specific customer needs and objectives
• Provide training on the effective use of the live chat software and other services
• Work closely with internal teams for a smooth customer transition to active service usage
• Collect customer feedback on the onboarding experience for continuous improvement
• Maintain detailed records of onboarding activities and customer interactions in the CRM system

The ideal candidate

• Bachelor's degree in Business, Communications, or related field, or equivalent experience
• Knowledge of Hubspot, Google, and Microsoft Office Suite
• Experience in customer-facing roles such as customer onboarding, client relations, or support
• Strong communication and presentation skills
• Ability to quickly build rapport and trust with diverse customers
• Adaptable to different communication styles
• Detail-oriented and capable of managing multiple tasks
• Technologically proficient, especially with software functionalities

Plus

• Experience in the SaaS industry or with live chat software

What the company offers

• Competitive salary, growth opportunities, collaborative environment, and comprehensive benefits packages
• Job security, with a vision for employees to retire from here. The company has recently doubled its staff and continues to grow in revenue and staff
• Initially a remote position, with potential transition to on-site upon office reopening
• Commissions and bonuses based on churn and upsells, tied to the book of business managed by employees