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Customer Onboarding Specialist
Skills
Account ManagementCustomer OnboardingEnglishLaunchesLeadershipMarketingOnboarding
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 4 to 7 years in customer onboarding success account management or implementation
- Built or rebuilt a 30-60-90 day onboarding flow in the last 24 months
- Worked in a fast online education SaaS agency coaching or info-product company
- Owned an activation completion or retention metric and improved it
- Comfortable working with US and UK customers and teams across time zones
- Native or near-native written and spoken English
Nice to have
- Sharp
- Fast
- Low-ego
- Pragmatic
- Ambiguity-tolerant
- Bias to act
- Customer-focused
Day to day
- Own the customer journey from paid to completing renewing and expanding
- Define the activation metric and improve it weekly
- Build kickoff milestone save and escalation playbooks from scratch
- Run a small onboarding team and scale it with the product line
- Bridge sales promises to delivery reality and ship improvements quickly