Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
About the role
- Customer Onboarding Manager ensuring successful deployment of SafetyCulture products while collaborating with Sales and Customer Success teams to drive operational outcomes.
Responsibilities
- Develop and deliver onboarding plans for each customer, aligning with Sales & Customer Success on their goals, timelines and unique needs.
- Lead kick-off meetings, guiding stakeholders through onboarding milestones and providing a clear roadmap for success.
- Serve as the primary point of contact during onboarding, ensuring timely configuration, training, and go-live success.
- Understand and consult on product and industry best practices in order to act as a trusted advisor to your customers and inspire new use cases with SafetyCulture
- Identify any risks and obstacles your customers are facing to ensure we stay ahead of customers to reduce churn risks.
- Partner closely with Customer Success Managers to ensure a seamless handoff post onboarding, providing context and insights to maintain customer momentum.
- Build and continuously improve onboarding templates and playbooks to support efficiency and scale as the customer base grows.
Requirements
- 3+ years experience implementing software, consulting, or project management, ideally in SaaS or enterprise software environments.
- Strong communication, presentation, and interpersonal skills, with experience training groups and facilitating conversations with senior executives.
- Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced, collaborative environment.
- A growth mindset, continuously seeking opportunities to improve processes, learn, and innovate
- A background in leveraging data through a variety of tools to inform and execute strategies that encourage product adoption
- Ability to actively listen, understand customer pain points and take action
Benefits
- Equity with high growth potential and a competitive salary
- 401k
- Generous Medical Insurance plans
- Paid Parental Leave
- Access to professional and personal training and development opportunities
- Hackathons, Workshops, Lunch & Learns
- We encourage involvement in the community, open source work, attending talks and events, and experimenting with new technologies.
- Quarterly celebrations and team events
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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