
Onboarding Specialist
3 days ago
We are seeking a skilled Onboarding Specialist to join our team.
About The Role
As an Onboarding Specialist, you will play a key role in helping new clients successfully adopt our platform. You'll guide them through the onboarding journey—from initial setup to go-live— ensuring a smooth, timely, and effective transition that drives satisfaction and long-term value.
Your Responsibilities
- Serve as the primary point of contact for new clients during the onboarding process.
- Coordinate onboarding activities, including account setup, data collection, system configuration, and training sessions.
- Understand each client's unique operations and tailor onboarding accordingly.
- Collaborate with Sales, Customer Success, Product, and Support teams to ensure a seamless client experience.
- Provide virtual training on how to use features such as POS integration, inventory management, staff scheduling, reporting, and Web-dash.
- Track onboarding progress, maintain detailed records in the CRM system, and ensure timely completion of milestones.
- Proactively identify and address onboarding issues or delays, escalating as needed.
- Collect feedback from clients to continuously improve the onboarding process and client experience.
- Stay informed about product updates and industry trends relevant to operations and technology.
- Communicates clearly and empathetically with a wide range of clients.
- Is highly organized, can juggle multiple onboarding projects, and keeps things moving on schedule.
- Understands operations, ideally from firsthand experience, and can speak the language of hospitality.
- Is comfortable with software tools, can learn the platform quickly, and can explain it in a user-friendly way.
- Loves solving problems and helping people succeed with new tools.
Our ideal candidate is someone who is passionate about delivering exceptional results and creating a positive experience for our clients. If you have excellent communication skills, a customer-centric approach, and a knack for problem-solving, we would love to hear from you
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