Customer Onboarding Specialist - job 1 of 5

Job Summary

A company is looking for a Customer Onboarding Specialist to facilitate the adoption of their fleet management software.

Key Responsibilities

• Work closely with customers to assess goals and ensure proper onboarding alignment and account setup
• Track tasks against schedules, execute onboarding efforts, and coordinate with internal staff to meet milestones
• Measure and track customer onboarding outcomes and share customer feedback with internal teams

Required Qualifications

• At least 3 years of experience in a customer-facing role within a SaaS environment
• Experience with project management tools (Gainsight, Asana), CRM systems (Salesforce), and communication tools (Slack)
• Strong Excel skills and ability to manipulate large data sets
• Ability to work autonomously while being a strong team player
• Empathetic approach to customer service and a passion for organization and process improvement