RRemoteville
Canopy Connect logoCanopy Connect

Customer Success Onboarding Specialist

Skills
Customer Relationship ManagementCustomer SuccessEnablementInsuranceInsurance SoftwareProfessional ServicesSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2 years of experience implementing sales enablement software in professional service companies
  • Demonstrated ability to work with clients from a variety of technical backgrounds
  • Experience delivering software demos and training in a high volume environment
  • Experience delivering online training to groups of up to 50 people
  • Ability to learn different platforms quickly such as CRM AMS and Raters
  • Authorized to work in the United States or Canada

Nice to have

  • Insurance industry knowledge
  • Background in insurance software sales

Day to day

  • Onboard agency customers and guide them to successful product adoption in a consultative setting.
  • Deliver software demos and training to diverse clients with varying technical backgrounds in a fast-paced environment.
  • Help customers use the platform effectively so they can grow revenue with less effort and improve their workflows.