Onboarding Specialist
2 weeks ago
**Customer Onboarding Specialist**
**Location: Remote Department**
**Operations Package: Market Related**
**Reports to: COO**
Customer Onboarding Specialist An onboarding specialist is the one who makes sure the customer has the first moment of success with the the platform. They must ensure that customers’ expectations have been met and that they feel comfortable using the platform from the first moment. A great customer onboarding specialist should also make sure customers get exceptional customer service and an amazing customer experience. In a nutshell, the main goal of an onboarding specialist is to get them to the activation point and convert them into paying users, thus improving customer retention.
Customer onboarding specialists are masters at increasing product adoption and enabling customers’ success through in-depth product understanding. They greet new customers in onboarding calls, often with a CSM present, and offer training, product tours, assist in setup, and aid in implementation. Onboarding is a crucial point in the customer journey. In many cases, it determines whether a customer stays or leaves.
The customer onboarding specialist is, therefore, a vital part of the team. As a Customer Onboarding Specialist, you will educate new customers, help solve technical problems, and ensure the smooth adoption of our products. Throughout our customer lifecycles, we prioritize delivering a fantastic customer experience, and onboarding is the first step of that process.
**TASKS**
- Conducting onboarding meetings, training, product tours, company presentations, and product demos.
- Understanding customer context and goals and providing product information to best serve those goals.
- Educating customers and optimizing their product setup for the quickest path to success.
- Eliminating roadblocks in the way of customers’ goals: product issues, poor implementation, support issues, or customer knowledge gaps, or simply poor product understanding.
- Improving product adoption, customer retention, and helping foster positive customer relationships that create a loyal customer base.
- Assisting customer support with customer issues and requests.
- Providing materials to help customers learn best practices to achieve their desired outcomes faster and more efficiently.
- Own and manage customer relationships from the point of sale through successful implementation.
- Develop measurements to help understand the impact of successful implementation.
- Create initiatives that help to drive successful product implementation.
- Help the customer define their needs and manage their timeline toward seeing value.
- Work with sales, product, and support teams to ensure that each piece of the journey meets customer expectations.
- Complete video and phone calls to ensure that customers are supported during the onboarding process.
- Successfully transfer your customer relationships to a customer success manager after onboarding.
**SKILLS & COMPETENCIES**
- Must have experience as a Customer Onboarding Specialist
- Minimum of 1 year of experience in communications, customer service and support, sales, account management, or customer success. Customer success courses / training are good to have.
- High emotional intelligence and empathy skills.
- Strong communication skills and the ability to follow customer narratives to understand their point of view and find workable solutions to their issues.
- Ability to de-escalate customer support requests and maintain a positive, goal-driven customer relationship.
- Strong analytical and goal-oriented mindset.
- Advanced IT knowledge and capabilities and ability to learn new software tools on the job.
- Pleasant and straightforward phone and video manner.
- Excellent written communication.
- Organizational skills (you'll be working with many customers, and you'll need to have expertise in place to keep all their needs organized)
- An understanding of general market needs and current use cases of businesses
- Strategically minded (you'll be helping customers come up with their overall strategy with our product
-
Human Resources
Found in: beBee S ZA - 2 weeks ago
Gauteng, Johannesburg, South Africa Alistair Group Full timeAlistair Group’s job vacancy, Career and Recruitment Job title : Human Resources & Recruitment Specialist jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 16, 2024 Quick Recommended Links Jobs by Location Job by industries Job Summary As a key member of our HR and Recruitment team, you will play a crucial role in attracting,...
-
Learning and Development Specialist
Found in: beBee S ZA - 1 week ago
Gauteng, Johannesburg, South Africa Danone Full timeDanone’s job vacancy, Career and Recruitment Job title : Learning and Development Specialist (6 Months – Maternity Cover) jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 22, 2024 Quick Recommended Links Jobs by Location Job by industries ABOUT THE JOB The Learning and Development Specialist will be responsible for the oversight...
-
MPGS support
Found in: beBee S ZA - 4 weeks ago
Gauteng, Johannesburg, South Africa PayTech Group Full timePayTech Group’s job vacancy, Career and Recruitment Job title : MPGS support (Payment Gateway Specialist) jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : March 29, 2024 Quick Recommended Links Jobs by Location Job by industries Role: We are looking for experience more from the MPGS technical operator perspective having direct...
-
Specialist: Enterprise Resource Planning
Found in: beBee S ZA - 2 weeks ago
Gauteng, Johannesburg, South Africa Vodafone Global Enterprise Full timeVodafone Global Enterprise’s job vacancy, Career and Recruitment Job title : Specialist: Enterprise Resource Planning & Revenue – JHB jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : 18-May-24 Quick Recommended Links Jobs by Location Job by industries Your responsibilities will include: Performing Monthly critical controls –...
-
Senior Talent Acquisition Specialist
Found in: beBee S ZA - 3 weeks ago
Gauteng, Johannesburg, South Africa BETSoftware Full timeBETSoftware’s job vacancy, Career and Recruitment Job title : Senior Talent Acquisition Specialist (JHB) jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : April 05, 2024 Quick Recommended Links Jobs by Location Job by industries We Want You: Ready to shape BET Software’s future by curating a team of exceptional talents? We’re on the...
-
Sales Specialist
Found in: beBee S ZA - 4 weeks ago
Gauteng, Johannesburg, South Africa Engen Full timeEngen’s job vacancy, Career and Recruitment Job title : Sales Specialist – Johannesburg jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 05, 2024 Quick Recommended Links Jobs by Location Job by industries Purpose of the Job To manage the interface between the organization and industry-specific customers, in addition provide...
-
Fais Training Development Specialist
24 hours ago
Gauteng, South Africa New Beginnings Recruitment Full time**Responsibilities** - Maintain Competence Register for employee representatives - Check that FSCA FAIS registration was done correctly - Update representative profiles when required on MSA/FSP 4.1 - Fix discrepancy issues - Maintain Competence Register for KI - Check all registration documents to ensure they were completed correctly and - Process payments -...
-
Specialist: FAIS Learning Projects
Found in: beBee S ZA - 3 weeks ago
Gauteng, Pretoria, South Africa Assupol Full timeAssupol’s job vacancy, Career and Recruitment Job title : Specialist: FAIS Learning Projects – Menlyn jobs in Gauteng Job Location : Gauteng, Pretoria Deadline : April 04, 2024 Quick Recommended Links Jobs by Location Job by industries Description Maintain Competence Register for employee representatives Maintain correct information on MSA/FSP 4.1...
-
Talent Acquisition and Assessment Specialist – Patterson Grade D2
Found in: beBee S ZA - 4 weeks ago
Gauteng, Johannesburg, South Africa Airports Company South Africa Full timeAirports Company South Africa’s job vacancy, Career and Recruitment Job title : Talent Acquisition and Assessment Specialist – Patterson Grade D2 jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries An exciting vacancy exists at Corporate Office for an experienced...
-
Talent Acquisition and Assessment Specialist – Patterson Grade D2
Found in: beBee S ZA - 2 weeks ago
Gauteng, Johannesburg, South Africa Airports Company South Africa Full timeAirports Company South Africa’s job vacancy, Career and Recruitment Job title : Talent Acquisition and Assessment Specialist – Patterson Grade D2 jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries An exciting vacancy exists at Corporate Office for an experienced...
-
Recruitment Lead
Found in: beBee S ZA - 2 weeks ago
Gauteng, Johannesburg, South Africa The South African Breweries Full timeThe South African Breweries’s job vacancy, Career and Recruitment Job title : Recruitment Lead – Sandton jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 12, 2024 Quick Recommended Links Jobs by Location Job by industries Job Purpose Key purpose of the role is to execute talent acquisition for the organization. The Recruitment...
-
Manager: Environmental Services
Found in: beBee S ZA - 2 weeks ago
Gauteng,, South Africa Digby Wells Environmental Full timeDigby Wells Environmental’s job vacancy, Career and Recruitment Job title : Manager: Environmental Services jobs in Gauteng Job Location : Gauteng, Deadline : April 26, 2024 Quick Recommended Links Jobs by Location Job by industries Description We are looking for a passionate individual who will be responsible for managing and developing a global...
-
QA Specialist
Found in: beBee jobs ZA - 7 days ago
Eastern Cape - Free State - Gauteng - KwaZulu-Natal - Limpopo - Mpumalanga - North West - Northern Cape - Western Cape - International, South Africa DEEL Full timeWho we are and what we doDeel is a global team that helps businesses hire anyone, anywhere, easily. Deel consists of more than three thousand self-driven individuals spanning over 100 countries. Our unified yet diverse culture keeps us continually learning and innovating the Deel platform and our products for customers.Companies should be able to hire the...
-
Talent Analyst
Found in: beBee S ZA - 4 weeks ago
Gauteng,, South Africa Nedbank Full timeNedbank’s job vacancy, Career and Recruitment Job title : Talent Analyst jobs in Gauteng Job Location : Gauteng, Deadline : March 27, 2024 Quick Recommended Links Jobs by Location Job by industries Job Purpose To work on data projects specific to the Talent team & leverage data science expertise (e.g., big data, advanced statistics, data wrangling,...
-
ER/HR Business Partner
Found in: beBee S ZA - 4 weeks ago
Gauteng, Pretoria, South Africa Tharisa Full timeTharisa’s job vacancy, Career and Recruitment Job title : ER/HR Business Partner jobs in Gauteng Job Location : Gauteng, Pretoria Deadline : March 28, 2024 Quick Recommended Links Jobs by Location Job by industries Purpose of Role To promote positive employee relations, address workplace issues, and ensure compliance with labour laws and regulations,...