Customer Onboarding Specialist - Richmond Hill, Canada - WellnessLiving

Description

Responsibilities

• Manage onboarding and project timelines for clients who are either converting from another software, or may be a brand new businesses
• Facilitate personalized online product training that is tailored to the client's business needs
• Keep clients informed on how their transition is coming along every step of the way via email, phone, or web conferencing
• Collaborate with cross-departmental teams to resolve any onboarding-related issues and activities
• Promote and maintain a high level of WellnessLiving professionalism and awesomeness

Qualifications:

• 2-3+ years of hands-on experience supporting customer implementation and/or onboarding projects, preferably for a SaaS enterprise solution
• Adept at building relationships and collaborating effectively with all levels of the organization
• You're a creative problem solver and multi-tasker who enjoys working in a dynamic, and fast-paced environment with a technical curiosity
• You can build rapport and collaborate with coworkers and clients
• You're adaptable, quick-thinking, resourceful, with strong time management and organizational skills and obsessive about improving processes
• Highly proactive, resourceful, and accountable person who takes pride in ownership, responsibility, pride in driving and delivering a quality customer-centric approach and exemplary onboarding experiences.
• An active, empathetic listener, with excellent written and verbal communication skills.
• Thoughtful, curious and ambitious with a tendency to ask "why" questions; the drive to apply a broad understanding of your work towards defining better solutions to achieve improvement measures and departmental goals/objectives.
• Detail-oriented, a multitasker, capable of prioritizing and managing time efficiently and effectively; handle/manage multiple priorities simultaneously under, time-sensitive situations, a team / individual results-oriented environment.
• Working knowledge of:
  • Microsoft Office 365
  • Intermediate Excel skills
  • CRM Platforms (Zoho)
  • Ticket/Incident Management
  • Incident Management / Projects (Jira)