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Customer Success Onboarding Specialist

At Constant Contact, we are seriously awesome people who take ownership and make an impact by operating with the mindset, integrity and courage of a small business owner. There’s something so profoundly rewarding about knowing that your work is empowering people everywhere to pursue their dreams.  Here, we all play an integral part in helping business owners, entrepreneurs, non-profits and individuals to succeed by giving them all the help and tools they need to grow online. We’re energized by new challenges and new possibilities-and we’re just getting started!

At Constant Contact, we are seriously awesome people who take ownership and make an impact by operating with the mindset, integrity, and courage of a small business owner. There’s something so profoundly rewarding about knowing that your work is empowering people everywhere to pursue their dreams.  Here, we all play an integral part in helping business owners, entrepreneurs, non-profits and individuals to succeed by giving them all the help and tools they need to grow online. We’re energized by new challenges and new possibilities-and we’re just getting started!

The Customer Success Onboarding Specialist role for SMB Onboarding is responsible for driving customer adoption and success within a defined set of customers in the Small and Medium Business (SMB) category. The Customer Success Specialist ensures that customers receive targeted, low-touch yet high-impact, consultative support to accelerate the achievement of their business goals, predominantly during their first three months of using our features.

What You'll Do:

  • Customer Onboarding & Guidance
    • Lead and execute the onboarding process for SMB customers, guiding them in deploying and utilizing core fundamentals of marketing and features efficiently.
    • Collaborate with customers to align with their business goals and establish clear onboarding milestones.
  • Customer Engagement & Strategic Consultation
    • Provide proactive, strategic support through various communication channels, including video messages, voicemails, emails, and texts, allowing customers to consume information at their own pace.
    • This role includes approximately 2+ hours per day dedicated to making outbound phone calls to the dedicated base of accounts, as it is the primary method of connecting with customers.
    • Monitor and analyze customer usage, process, and product adoption, adjusting the engagement strategy to align with customers' evolving needs and business goals.
  • Content Utilization & Knowledge Sharing
    • Champion the use of scalable practices by directing customers to existing self-service resources like our video series, knowledge base articles, pre-recorded webinars, and blogs.
    • Curate and share relevant industry insights and best practices to empower customers in their marketing efforts.
  • Consultative Support & Strategic Insights
    • Serve as a product expert, addressing customer queries, providing solutions, and guiding them to the appropriate resources.
    • Offer recommendations on the various learning paths best suited to the needs of the customer, including but not limited to: video tutorials, live and on-demand training sessions, recommendations for upcoming webinars, and personally hosting 1:1 training for those who need a more guided experience to achieve success.
    • Exhibit a trainer-inspired presentation style, marked by a welcoming and charismatic approach that encourages customers to comfortably share their needs, fostering a consultative and engaging experience.
    • Consult with existing customers contemplating cancellation, offering them a chance to re-explore how to better leverage the core marketing fundamentals and features we offer, and re-align the customers' goals with Constant Contact's ability to help them achieve that success. 
  •  Customer Success
    • Drive SMB customers toward achieving their business goals through optimal use of our services.
    • Leverage proficiency in industry marketing best practices to support the overall alignment of Constant Contact within their marketing strategy.

Who You Are:

  • Bachelor’s degree or equivalent experience in Business, Marketing, or a related field.
  • Previous experience in a Customer Success role or equivalent experience required.
  • 2+ years of experience in a customer-facing role, preferably in a SaaS environment.
  • Strong Constant Contact product knowledge and the ability to learn quickly.
  • Excellent written and verbal communication skills.
  • Proven ability to manage multiple projects at a time while maintaining strict attention to detail.
  • Comfortable working in a fast-paced environment.
  • Proven track record of successfully managing large customer bases.
  • Creative and consultative approach to problem-solving and customer engagement.
The specific salary offered to a candidate may be influenced by a variety of factors including the candidate’s experience, their education and work location. In addition, some roles may be eligible for additional on target commission pay or bonus. The compensation package includes health and welfare benefits including paid leave.
Pay Transparency - All Full Time Employees
$50,000$62,500 USD

Why You’ll Love Us:

  • We celebrate one another’s differences. We are proud of our culture of diversity and inclusion, and we're always working hard to strengthen and improve this culture. We have programs in place that bring us together on important issues and provide educational opportunities for all employees. 
  • Join the experts. If you're passionate about supporting businesses and organizations, you won’t find a better spot to share your talent. We’re dedicated to improving the quality of our product from a customer standpoint and have a true desire to enable the success of businesses, non-profit organizations, and community groups.
  • You’ll have opportunities to grow your career. We encourage and support our team members to learn different aspects of the business, take on stretch assignments, seek coaching opportunities and professional development opportunities.
  • A generous paid time off policy and a competitive benefits package that supports the health and well-being of you and your family

At Constant Contact, we’re all about work flexibility and are proud to serve our customers as a hybrid workforce. Our hybrid work model combines the convenience of remote work with access to our great office locations to collaborate in-person, participate in live trainings, and socialize with colleagues.

Application Deadline: 30 days. We may fill this job opening prior to the deadline if a candidate is selected by us.

Constant Contact is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, genetic information, veteran status or any other status protected under applicable law. If you require accessibility assistance applying for open positions, please contact talentacquisition@constantcontact.com.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Notice to Recruiters and Staffing Agencies:

Constant Contact has an internal talent acquisition department and designated career site for individuals looking to join our team. Constant Contact will not accept unsolicited resumes from any external recruiters, staffing firms, search agencies or any fee-based referrals. Any unsolicited resumes sent to directly to Constant Contact, in any capacity will be considered property of Constant Contact. Constant Contact will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

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Average salary estimate

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What You Should Know About Customer Success Onboarding Specialist, Constant Contact

Joining Constant Contact as a Customer Success Onboarding Specialist means you become part of a vibrant, passionate team dedicated to empowering small to medium businesses in Loveland, CO, and beyond! In this hybrid role, you'll guide new customers through their onboarding journey with warmth and enthusiasm, ensuring they harness the full power of our tools to grow their online presence. You get to know your customers, understand their unique needs, and help them set clear goals for their marketing journey. Every day brings new challenges as you make outbound calls, send engaging messages, and curate insightful resources that resonate with each client's objectives. Your consultative approach will shine as you provide strategic support, offer personalized recommendations, and foster a collaborative environment. At Constant Contact, we believe in celebrating diversity and inclusion, so you'll be valued for your unique perspective as you contribute to our culture of support. Your expertise will not only guide customers through effective use of our features but also drive their success as they realize their business dreams. So, if you're ready to take ownership, make an impact, and be part of something truly rewarding, come join us and help our customers thrive! The only limit here is your ambition, so what are you waiting for? Let's make magic happen together!

Frequently Asked Questions (FAQs) for Customer Success Onboarding Specialist Role at Constant Contact
What does a Customer Success Onboarding Specialist do at Constant Contact?

At Constant Contact, a Customer Success Onboarding Specialist plays a pivotal role in driving the adoption of our services for small and medium businesses (SMBs). You’ll guide new customers through the onboarding process, ensuring they utilize our marketing tools effectively to achieve their goals. Your role involves proactive communication, consultations, and providing tailored insights, making sure customers feel supported and engaged in their journey.

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What qualifications are needed for the Customer Success Onboarding Specialist position at Constant Contact?

To thrive as a Customer Success Onboarding Specialist at Constant Contact, candidates should have a bachelor’s degree or equivalent experience in Business or Marketing. Prior experience in a customer success role, especially within a SaaS environment, is crucial. Strong communication skills and the ability to manage multiple projects with attention to detail are also important for success in this role.

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How does the onboarding process work for new customers at Constant Contact?

The onboarding process at Constant Contact is designed to efficiently introduce new customers to our tools. As a Customer Success Onboarding Specialist, you'll lead this process by aligning with customer goals, setting realistic milestones, and providing resources. You’ll utilize various communication channels like calls, emails, and video messages to ensure customers feel informed and empowered every step of the way.

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What is the work environment like for a Customer Success Onboarding Specialist at Constant Contact?

The work environment at Constant Contact for a Customer Success Onboarding Specialist is collaborative and flexible. Emphasizing a hybrid model, you’ll enjoy the benefits of remote work while having opportunities to connect with colleagues in person. Our culture values diversity and encourages team members to share their unique perspectives, making for a welcoming and dynamic workplace.

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What support does Constant Contact provide for career growth?

At Constant Contact, career growth is a top priority. The company offers numerous opportunities for professional development, from cross-training to mentorship programs. As a Customer Success Onboarding Specialist, you’ll have access to resources that help you hone your skills and advance in your career while being supported by a culture that appreciates personal and professional growth.

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What tools and resources do Customer Success Onboarding Specialists use at Constant Contact?

Customer Success Onboarding Specialists at Constant Contact use various tools to track customer engagement and support onboarding efforts. This includes utilizing our knowledge base, video tutorials, and self-service resources to assist customers. You’ll also leverage customer relationship management (CRM) systems to monitor progress and ensure effective communication.

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Why is the Customer Success Onboarding Specialist role important at Constant Contact?

The role of a Customer Success Onboarding Specialist is crucial at Constant Contact because it directly impacts customer satisfaction and retention. By ensuring a smooth onboarding experience, you help SMBs realize the value of our services quickly, leading to long-term partnerships and customer success. Your guidance and support empower businesses to thrive, which aligns perfectly with our mission.

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Common Interview Questions for Customer Success Onboarding Specialist
How would you approach onboarding a new customer at Constant Contact?

To approach onboarding a new customer effectively, I would start by understanding their specific business goals and challenges. I would then customize the onboarding experience, setting clear milestones and using a variety of communication methods like calls, video messages, and emails to provide support. By ensuring they have access to resources and proactively reaching out, I would create a welcoming environment that encourages their engagement.

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What strategies would you use to keep customers engaged during the onboarding process?

Keeping customers engaged during onboarding involves providing personalized support tailored to their needs. I would utilize a mix of proactive communication, including regular check-ins and educational resources. Additionally, I’d encourage feedback and adapt my approach based on their responses to ensure they feel heard and valued throughout the process.

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Can you describe a challenge you faced in a customer-facing role and how you overcame it?

In a previous role, I encountered a customer who was struggling to adopt our software tools due to a lack of understanding. I overcame this challenge by arranging a one-on-one training session, customizing the content to their specific use case, and providing follow-up resources. This personal touch not only enhanced their understanding but also significantly improved their satisfaction with our service.

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How do you prioritize tasks when managing multiple customer accounts?

Prioritizing tasks when managing multiple customer accounts requires effective time management and organization. I would assess each customer's needs, urgency, and business goals to create a prioritized list. Using tools to track progress and deadlines, I ensure each customer receives the attention they deserve, while also maintaining a flexible approach to adjust as needs arise.

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What experience do you have with SaaS products and how does it relate to customer success?

I have over two years of experience working with SaaS products, where I've learned the importance of being proactive in understanding customer needs. This experience has honed my ability to deliver tailored support, ensure effective implementation, and drive user adoption, all of which are essential in a Customer Success Onboarding Specialist role at Constant Contact.

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What methods do you use to analyze customer usage and adoption rates?

To analyze customer usage and adoption rates, I utilize analytics tools and dashboards provided by the SaaS platform. These tools allow me to identify usage patterns, track features accessed, and gauge customer satisfaction. I combine this data with customer feedback to adjust my engagement strategies and proactively address any concerns.

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How would you handle a customer contemplating cancellation of their service?

In the event a customer is considering cancellation, I would initiate a caring conversation to assess their reasons. I’d provide insights on how they can better leverage our services to meet their goals and remind them of the value we offer. By discussing personalized support options and how we can address their specific concerns, I aim to help them re-align their goals with our capabilities.

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Describe your approach to remote communication with customers.

My approach to remote communication with customers emphasizes clarity and personalization. I ensure my messages are engaging and informative, utilizing various mediums such as emails, video messages, and calls. I also prioritize responsiveness and follow-ups to ensure customers feel supported and connected, helping to foster a strong relationship even from a distance.

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How do you stay updated on industry marketing best practices?

To stay updated on industry marketing best practices, I regularly read marketing blogs, participate in webinars, and network with industry professionals. This ongoing learning enables me to provide customers with the latest insights and strategies, ensuring they can effectively utilize our services for their marketing efforts.

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What qualities do you think are important for a Customer Success Onboarding Specialist?

Key qualities for a Customer Success Onboarding Specialist include strong communication skills, empathy, and a proactive mindset. It is crucial to understand customer needs and work collaboratively to help them achieve their goals. Additionally, being detail-oriented and adaptable in a fast-paced environment ensures that you can provide tailored support and drive customer success effectively.

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We deliver tools to help small businesses grow. We deliver for the people who make them go.

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SALARY RANGE
$50,000/yr - $62,500/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
November 27, 2024

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