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An Onboarding Success Specialist will communicate with Partners through inbound calls, emails, and more to assist with product training and onboarding, sales plans and strategies, product updates and releases, general inquiries, troubleshooting, and more.
Responsibilities
Work closely with Sales and the Onboarding Success Manager to ensure a smooth and enjoyable transition into adopting our product as effectively as possible
Create strong first impression for all new Partners by providing a top-notch onboarding experience, aligning proper expectations, and providing world-class service
Answer inbound calls, emails, and etc. to support Partners and help them achieve their business objectives
Utilize CRM tools and strategies, such as Zendesk, to manage interactions
Be diligent in finding answers and keeping clients updated on inquiries
Maintain product knowledge and awareness of developments to brief Partners about releases and updates
Qualifications
3+ years experience in customer service/account management
Experience in customer support (considered an asset)
Proper phone and email etiquette, and the ability to speak and write clearly and accurately.
Superior communication skills and team attitude
Ability to deal effectively with others in antagonistic situations, using appropriate interpersonal styles and methods to reduce tension
Action-oriented with strong organizational, analytical and problem-solving skills