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For one of our clients, we are looking for a SalesPro Onboarding Specialist, remotely from the United States.
As a SalesPro Onboarding Specialist, you will be responsible for leading interactive training sessions, managing customer projects, and ensuring seamless software implementation. You will provide backend training, configure software settings to meet client needs, and develop innovative solutions to optimize user experience. This role requires strong project management skills, excellent communication, and a problem-solving mindset to enhance customer satisfaction and drive business success.
· Conduct engaging, hands-on training sessions via Zoom to ensure customers effectively utilize the software.
· Manage customer onboarding projects from initiation to completion, ensuring timely delivery and adherence to project plans.
· Provide in-depth training on backend functionalities and configure software settings to align with customer requirements.
· Address customer requests by devising innovative solutions to meet business needs.
· Implement project management best practices, including time tracking, detailed project plans, and clear communication.
· Identify and mitigate potential issues, risks, and concerns during the onboarding process.
· Assist in developing and executing educational programs to support new business initiatives.
· Collaborate with cross-functional teams to ensure customer accounts are configured for success.
Requirements
· Associate or Bachelor’s degree in a relevant field.
· 1-2 years of experience using, supporting, or troubleshooting web-based applications.
· 1-2 years of experience in an external client-facing role, demonstrating strong customer service skills.
· 1-2 years of experience with software implementation and project management.
· Excellent written and verbal communication skills.
· Strong technical, analytical, and troubleshooting skills.
· Ability to manage multiple tasks and projects simultaneously with exceptional attention to detail.
· Experience in a fast-paced startup environment is a plus.
Benefits
· Medical, dental, and vision benefits with company HSA contributions.
· 401(k) company match.
· Competitive time off package, including vacation, wellness, and volunteer days.
· Comprehensive Employee Assistance Program.
· Discounts on services such as groceries, entertainment, pet insurance, and more.
· Access to wellness and activity platforms to enhance physical and mental health.
· Culture and team-building activities.
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Onboarding Specialist Q&A's