Client Success/Onboarding Specialist

About The Client

Our client is a cutting-edge SaaS platform designed to streamline business workflows and enhance productivity. Our solutions empower businesses to manage tasks efficiently and easily achieve their operational goals.

They also offer a leading food prep labeling system that has been ranked #1 by U.S. franchises. Their innovative solutions ensure compliance and efficiency in food preparation, catering to the needs of the food service industry.

Overview:

We are seeking two dedicated Client Success/Onboarding Specialists. These roles are crucial in ensuring our clients have a seamless experience with our products, providing expert guidance and support during the onboarding process.

Responsibilities:

• Conduct email and Zoom interactions with clients to facilitate onboarding.
• Serve as a product expert, offering insights and solutions tailored to client needs.
• Assist clients with product setup, configuration, and troubleshooting.
• Provide ad hoc consulting to optimize product usage for client-specific scenarios.
• Collaborate with internal teams to ensure client feedback informs product improvements.
• Create and update onboarding materials and guides.

Requirements

• Excellent communication skills, with a strong resemblance to American speech and writing.
• Proficiency in Microsoft Excel.
• Proven experience in customer onboarding for software products.
• Strong critical thinking skills, capable of assessing customer problems and providing effective solutions.
• Ability to manage multiple client interactions and maintain a high level of customer satisfaction.
• Previous experience in a customer-facing role, particularly in SaaS or tech support, is preferred.

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.

Salary: $1200 - $1500 / month

Schedule: 8:30 AM - 5 PM EST