Customer Onboarding Specialist (BBS797)
💼 Customer Onboarding Specialist
🏠 Remote
About Our Client
Our client is a fast-growing field service software platform helping service businesses manage their day-to-day operations. They are looking for a Customer Onboarding Specialist to guide new clients through the setup process and serve as their go-to point of contact for follow-up product questions after setup.
About the Role
Our client is looking for a Customer Onboarding Specialist to run structured, confident onboarding calls that get customers set up and ready to operate independently within about an hour. You will be trained on a setup wizard with approximately 15 steps and expected to walk customers through it clearly and patiently every time.
This is a structured, repeatable role with a clear process and strong training provided. If you are a clear communicator, organized, comfortable on video calls, and take pride in leaving customers feeling confident and supported, this role is a strong fit.
Responsibilities
Customer Onboarding Calls
- Lead structured one-hour onboarding calls with new clients to walk them through the platform setup wizard step by step
- Ensure customers complete all required setup steps and leave the call ready to operate independently
- Communicate clearly and patiently with business owners and operators who m
