Customer Onboarding Specialist

Job Summary

A company is looking for a Customer Onboarding Specialist to educate and empower customers in utilizing their solutions effectively.

Key Responsibilities

• Lead structured onboarding engagements for new clients, ensuring a seamless transition to active platform adoption
• Deliver foundational platform training and execute standardized onboarding playbooks for consistency and scalability
• Monitor onboarding milestones and adoption indicators, escalating risks or opportunities as needed

Required Qualifications

• 2-5+ years of experience in data solutions, CPG insights, consumer analytics, or customer success roles
• Strong knowledge of CPG datasets, consumer/behavioral data, or eCommerce performance metrics
• Proven experience in developing and delivering training programs in various formats
• Demonstrated ability to translate complex data concepts into clear insights for non-technical audiences
• Prior experience using Customer Success Platforms like PlanHat, Gainsight, or ChurnZero