Customer Onboarding Specialist

Job Summary

To support a growing customer base, the full-time Customer Onboarding Specialist will engage with new clients to ensure a smooth onboarding experience from implementation through training, while working remotely.

Key responsibilities

• Manage a high volume of client orders and communicate via email and phone to gather necessary setup information
• Schedule calls with clients to complete onboarding documentation and ensure timely setup
• Document interactions and setup details in the CRM, maintaining high-quality standards throughout the process

Required qualifications

• 2+ years of experience in B2B customer success, professional services, or account management
• Strong customer service skills with an empathetic and positive attitude
• Proficient public speaking and presentation skills
• Experience with Sugar CRM or equivalent CRM platforms