Small Business Onboarding Specialist at Xero guiding new customers in their early onboarding journey. Blending consultative sales with hands - on product demonstrations.
About the role
- Customer Onboarding Manager ensuring customer success and adoption of SmartVault software from day one. Collaborating across teams for exceptional service and onboarding experience.
Responsibilities
- Become a SmartVault Product Expert
- Provide detailed account walkthroughs and assist many new customers with implementation
- Clearly communicate account setup requirements and expectations with customers and key stakeholders
- Educate customers on SmartVault capabilities, and best practices to simplify adoption and align expectations
- Record customer implementation needs, requests, and questions in Salesforce and communicate to key SmartVault leadership
- Ensure customers receive superior service
- Collaborate with sales, customer success, operations, support and engineering teams
- Leverage feedback for continuous improvement to onboarding process
- Develop a deep understanding of customers' business and operational objectives
- Listen carefully to information from customers and ask clarifying questions to ensure proper use of SmartVault
- Establish strong relationships with new customer stakeholders and deepen relationships with existing customer stakeholders
- Run and manage customer data migrations
Requirements
- 2-3 years experience in Customer Onboarding and/or services function and implementing SaaS solutions
- Project Management Skills
- Track record of proactively resolving escalated client service issues while sharing insights with the organization.
- Experience establishing and growing relationships with all levels within enterprise organizations from Director to C-Suite.
- Ability to improve team processes and direction.
- Work closely with the Global CS team to solve problems collaboratively.
Benefits
- Health benefits are top-notch
- Vacation time is generous
- Community involvement with time off to volunteer
- Hybrid remote working
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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