Customer Successchevron_rightCustomer Onboarding Specialist

Customer Onboarding Specialist

A Customer Onboarding Specialist is responsible for ensuring a smooth and positive transition for new customers of a company. Their objectives are to provide an excellent customer experience through providing clear and concise communication, being available to answer questions, and addressing concer... View More


track_changesBe a customer champion internally

tagResolve customer onboarding issues within 2 to 4 hours
tagDocument 5 customer concerns and voice them to product team
tagReduce onboarding cycle time from 7 to 3 days
tagGet 5 on 5 customer rating on onboarding process post launch
tagReduce onboarding tickets by 20%

track_changesBuild product expertise

tagUpdate existing feature documentation for 5 features
tagTake 3 demos from product team
tagDocument 5 features of the product
tagParticipate in 5 customer demos

track_changesReduce onboarding cycle time

tagWork with product team to embed default settings for 100% of input choices
tagWork with marketing team to create change management playbook
tagWork with product team to add onboarding assets like User guides, FAQs, Admin guide
tagCoordinate with marketing and product teams to create an onboarding playbook
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