Customer Onboarding Specialist

August 25

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Chatmeter

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Local listing, review, and social media management for multi-location brands through the use of AI technology.

Online Marketing • Local Search Marketing • Local SEO • Online Reputation Management • Data & Analytics

51 - 200

Description

• Serve as the primary point of contact for clients to ensure a successful onboarding process to the Chatmeter dashboard. • Become a Chatmeter product expert and provide training sessions to new clients of varying sizes and industries. • Own the rapport and relationship with the client from the point of sale until hand off to a customer success manager. • Work with clients to identify, correct, and advise on how to align business objectives within the Chatmeter software. • Contribute to internal resources and deliver meaningful product feedback to leadership and relevant teams. • Act as Project Manager for assigned Onboarding projects from Kick-Off to Go Live. • Advise and educate SMB to Large Enterprise customers on Customer Success best practices and align business use cases to product solutions. • Confidently train and educate customers’ Admin teams on configuration and assist in customers’ user training and implementation plans. • Identify potential issues with each Onboarding project and work with Product, Engineering and Customer Success to take timely and effective action to resolve them. • Present and drive a consultative approach to Onboarding that is both empathetic to customers’ pain points and objectives, and educates on best practices. • Manage multiple projects and daily tasks in an organized manner and with on-time delivery.

Requirements

• 3 years Customer Service experience • 2 years of experience working in a SaaS based company • BA/BS degree combination of related work experience • Training experience preferred • The ability to think creatively about, analyze, and understand complicated and abstract ideas. • Outstanding and effective interpersonal skills. • Customer-facing experience preferred • Ability to effectively present technical information (oral and written) and respond to customer questions in one-on-one and group settings. • Ability to work quickly and independently with excellent time management skills. • Excellent written and verbal communication skills that can be tailored to a broad range of requests • Strong computer skills, and the ability to adapt quickly to new programs. • Proficient in data analysis and manipulation with solid spreadsheet (Excel) preferred. • Ability to work 40 hours/week during set business hours.