Onboarding Technician

The Onboarding Technician is responsible for guiding new customers through the setup, configuration, and successful adoption of Nextiva’s platform. This role combines customer support, technical configuration, and product training to ensure a seamless onboarding experience. 

Key Responsibilities 

• Assist customers with initial account setup via phone and screen share  
• Guide customers through login, configuration, and product functionality 
• Configure accounts, call flows, and devices with accuracy and attention to detail  
• Perform network checks and basic troubleshooting  
• Test configurations to ensure successful implementation  
• Deliver customer training on features and product usage  
• Meet daily productivity and performance metrics (appointments, call handling, completion rates)  
• Handle both inbound onboarding calls and scheduled appointments  
• Cross-functional collaboration: Partner with teams such as Sales, Product Support, CRM, and other internal groups to improve the overall customer experience  

AI & Future-Focused Responsibilities 

• Demonstrate interest in AI tools and automation in customer support/onboarding workflows 
• Collaborate with AI-driven onboarding systems by handling escalations or edge cases AI cannot resolve  
• Contribute insights to improve AI onboarding agents based on real customer scenarios  
• Adapt to a future-state environment where onboarding is increasingly AI-assisted and backend-focused  

Qualifications 

• Proficient English (written and verbal communication) 
• Experience in a customer-facing or support role  
• Strong problem-solving and troubleshooting skills  
• Strong communication and active listening skills 
• Commitment to delivering amazing customer service 
• Attention to detail and time management  
• Basic technical aptitude (software support, device setup, networking fundamentals)  
• Ability to work evening/night shifts aligned to U.S. business hours (Mon–Fri 4:00 pm – 3:00 am)  

Preferred 

• Experience with CRM tools 
• Microsoft Office proficiency 
• VoIP experience preferred 
• Basic networking knowledge  
• Exposure to or curiosity about AI tools, automation, or prompt-based systems

Nextiva DNA (Core Competencies)

Nextiva’s most successful team members share common traits and behaviors:

• Drives Results: Action-oriented problem solvers who quickly bring clarity and simplicity to ambiguity, challenge the status quo, and lead meaningful change; celebrating wins to fuel momentum. They act swiftly and pragmatically, learning and improving as they go.
• Critical Thinker: Data-driven, forward-thinking individuals who identify key drivers, anticipate risks, and deliver clear recommendations. They confidently leverage AI and automation to reduce friction, improve decision-making, and focus on higher-value work.
• Right Attitude: Collaborative, competitive, and resilient team players who jump in to solve tough problems, learn from setbacks, and foster a culture of service, respect, and care for customers and teammates.

Total Rewards

Our Total Rewards offerings are designed to allow Nexties to take care of themselves and their families so they can do their best.

Our compensation packages are tailored to each role and candidate's qualifications. We consider a wide range of factors, including skills, experience, training, and certifications, when determining compensation. We aim to offer competitive salaries or wages that reflect the value you bring to our team. Depending on the position, compensation may include base salary, incentives, or bonuses.

• Health 🍏 – Comprehensive medical coverage, individual limit on exclusions and dental care
• Insurance 💼– Life, disability, traumatic injuries and critical diseases
• Work-Life Balance ⚖️ – PTO for all employees, Paid Sick leave (official document required), paid parental leave and paid holidays
• Wellness 🤸‍ – Employee Assistance Program and wellness initiatives
• Growth 🌱 – Access to ongoing learning and development opportunities and career advancement

At Nextiva, we're committed to supporting our employees' health, well-being, and professional growth. Join us and build a rewarding career!

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