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_changesReduce onboarding cycle time

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

track_changesBuild product expertise

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

track_changesBe a customer champion internally

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