Onboarding Specialist

The Onboarding Specialist will be responsible for ensuring seamless integration for our new customers, addressing software support needs, and actively contributing to the enhancement of training materials.

Responsibilities

• Guide and train new customers, facilitating a comprehensive understanding of our software.
• Effectively communicate processes and functionalities to ensure a smooth onboarding experience.
• Address and resolve basic software support requests with efficiency and professionalism.
• Provide timely solutions to user queries, contributing to a positive customer experience.
• Collaborate with the content team to create high-quality help and training materials.
• Contribute insights to enhance the clarity and effectiveness of documentation for user education.

Qualifications

• Exposure to software support particularly in the context of guiding users through onboarding processes.
• Strong interpersonal skills to deliver exceptional customer service.
• Clear and coherent in both written and verbal communication skills to convey complex software concepts in an appropriate manner.
• Ability to coach and guide users effectively through software onboarding processes.
• Has a patient and empathetic approach to assist users in navigating new software. Excellent people skills to build rapport and confidence during training sessions.
• Ability to understand and navigate new technologies and budgeting software intricacies.
• Proven ability to troubleshoot and address software-related challenges effectively.
• Ability to work independently and in a team structure executing responsibilities.
• Ability to build and streamline processes cross departmentally.

Screening Criteria

• MUST HAVE STABLE EMPLOYMENT HISTORY.
• Bachelor’s degree in a related field.
• At least one (1) to two (2) years of experience in a customer centric role such as customer support, training, or onboarding.