About the Role
This role involves delivering onboarding services to new customers, focusing on system setup, training, and support to ensure successful adoption and long-term engagement.
Responsibilities
- Guide new clients through initial setup and configuration of the platform
- Deliver personalized training sessions to help customers understand key features
- Assist with data migration and integration tasks during onboarding
- Respond to customer inquiries promptly and accurately
- Ensure clients meet key milestones during the onboarding timeline
- Customize onboarding plans based on customer needs and goals
- Monitor customer progress and identify potential roadblocks
- Provide feedback to product teams based on customer experience
- Maintain accurate records of onboarding activities and outcomes
- Collaborate with support teams to resolve technical issues
- Communicate regularly with account managers to align on customer status
- Educate customers on best practices for platform utilization
- Support the adoption of reporting and communication tools
- Troubleshoot common setup challenges
- Help customers configure user roles and permissions
- Follow up to confirm successful platform activation
- Gather customer feedback to improve onboarding workflows
- Adhere to established service delivery timelines
- Maintain a customer-first approach throughout the onboarding journey
- Use video conferencing tools to conduct remote training sessions
Compensation
Contract-based compensation; rate provided upon offer
Work Arrangement
Remote, independent contractor
Team
Part of the customer success team, working cross-functionally with support and implementation specialists
What You’ll Do
- Lead onboarding sessions for new customers using structured playbooks
- Ensure timely activation and adoption of core platform features
- Act as the primary point of contact during the onboarding phase
- Customize training materials to meet diverse customer needs
- Track customer progress and escalate risks when necessary
What We’re Looking For
- Prior experience in customer-facing technology roles
- Ability to work independently with minimal supervision
- Strong time management and follow-up skills
- Comfort with remote collaboration tools
- Passion for helping customers achieve their goals
Not applicable
