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Customer Onboarding Specialist

Skills
Analysis ReportsAnalytical SkillsCustomer DataCustomer Facing RolesData AnalyticsDocumentationInterpreting Data
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Experience working with data mapping analysing and interpreting datasets
  • Strong software and tech skills including Excel and Microsoft suite
  • Hands-on experience with AI tools
  • Experience in B2B customer-facing roles
  • Excellent communication with both C-level stakeholders and trainees
  • Ability to work in a dynamic collaborative and ambiguous environment
  • Knowledge of setting up instances on Azure
  • Ability to manage multiple tasks under tight schedules
  • Strong self-organisation and accountability
  • Curiosity and passion for learning

Nice to have

  • Empathetic
  • Collaborative
  • Self-starter
  • Energetic
  • Enthusiastic
  • Curious
  • Analytical
  • Professional

Day to day

  • Conduct customer discovery sessions and document data mapping and conversion requirements
  • Build tailored onboarding plans and coordinate data migration activities for each customer
  • Support customers and internal teams through troubleshooting training and feedback to deliver a seamless onboarding experience