Customer Onboarding Specialist

As an Onboarding Specialist for Fleetio's Onboarding Services team, your job is to ensure our customers fully adopt our fleet management and maintenance software platform. You'll achieve this by establishing a strong rapport with key stakeholders and executing a process-driven onboarding experience. You'll work directly with customers to document their desired outcomes, complete product training, configure their Fleetio account, import their data, and roll out the product to their users.

In this role, you'll manage a portfolio of onboarding projects representing a diverse set of customer industries and geographies. In addition, you'll work with and be supported by several other Fleetio teams and integration partners as you lead our customers through their onboarding journey. We're looking for a highly organized, detail-oriented, and tech-savvy team member who excels at optimizing processes to help customers adopt new technology to develop more successful habits. 

Your Impact

• Work closely with customers to assess their goals and existing business practices to ensure onboarding alignment, proper account setup, and implementation support
• Track tasks against a schedule, execute onboarding efforts, and coordinate with internal staff to ensure milestones are met on a timely basis
• Measure and track customer onboarding outcomes
• Share the voice of the customer as you partner with Engineering, Marketing, Product, and Sales to deliver a best-in-class customer experience
• Become a trusted resource for software and productivity trends in the fleet management domain

Your Experience

• At least 3 years of experience in a customer-facing role in a SaaS environment (experience in customer success or support with an emphasis on training or implementation)
• Experience working with our tools — Project Management tool (Gainsight), CRM systems (Salesforce), and internal communication tools (Slack)
• Strong Excel skills + comfortable manipulating and importing large amounts of data
• Impeccable written and verbal communication skills and the ability and ease to interact with every level of customer to quickly build trust
• Your work is meticulous and precise when executing a task. When it comes to details, you are painstakingly accurate and consistently thorough all while managing your time appropriately
• Strong team player, but also a self-starter who can work autonomously
• Empathetic - you want to help and serve our customers to become natural Fleetio evangelists
• You are passionate about organization and can adhere to and improve organizational systems. If there's a way to reduce redundant work, you're on it
• Comfortable with change, experimenting, and trying new ideas