
Senior Onboarding Expert
1 week ago
The successful candidate will be a key member of our customer success team, responsible for leading new client onboarding for mid/large-sized clients during the first 60 to 90 days. This includes defining and maintaining the implementation program for small to medium clients, including timeline, stakeholders and key deliverables, and technical requirements.
The Customer Implementation Specialist will own the end-to-end implementation process for assigned accounts, including successful software adoption and training to drive client success. They will set accurate expectations with clients and internal stakeholders, communicate progress with Account Executives and Customer Success Managers, and assist with high-severity requests or issue escalations as needed.
The role also involves participating in cross-functional groups to improve communications, tools, and products. The Customer Implementation Specialist will oversee complex process design and setup, becoming an expert in Workstream to guide new users. They will maintain clear records of client activity, notes, and next steps in the success software.
Key responsibilities include delivering user training, developing supporting manuals and processes to ensure user adoption of key features, and incorporating feedback to drive continuous improvements in onboarding. The specialist will also design programs (high and low touch) that help customers realize value from Workstream.
Required Skills and Qualifications- A passion for working with customers and exceeding their expectations.
- Project management skills, with the ability to manage multiple pieces and stakeholders to help a customer go live.
- Strong analytical and communication skills, with attention to detail.
- Entrepreneurial spirit, with a desire to grow with a dynamic organization.
- Adaptability and empathy towards customer needs.
- Remote work opportunities.
- Direct deposit.
- Monthly stipend.
- Annual bonus.
- Performance-based bonuses.
- Flexible PTO.
- Holiday time off.
- Company-issued device.
- Career advancement opportunities.
- Learning from experienced colleagues.
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