Customer Onboarding Specialist Job Description Template
Our company is looking for a Customer Onboarding Specialist to join our team.
Responsibilities:
- Configure Scurri in order to meet customer business requirements;
- Identify and communicate implementation issues and escalate to appropriate parties;
- Provides answers to clients by identifying problems; researching answers; guiding client through corrective steps;
- Assist the customer with the integration testing process;
- Assist the customer with training and usage of the Scurri solution;
- To provide accurate reporting for all client contact and training on Microsoft Dynamics CRM;
- To resolve technical implementation issues where possible, otherwise escalate to technical support or distribution team;
- Assist the customer determine the best approach to integrate with Scurri’s product and API, define and document the integration process;
- Manage onboarding activities via phone, teleconference, email and in person;
- To take ownership of each customer from initial training to online account activation;
- Available to visit customer accommodation as and when required for onsite training;
- Verify that solution functionality is accurate and complete.
Requirements:
- Patient and courteous;
- Ability to work effectively with demanding customers;
- Able to allow for contingencies, prioritise multiple and potentially overlapping customer requirements;
- Personal, adaptable and flexible with the ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary;
- Strong interactive personal and communication skills and ability to influence others for positive results;
- Well organised with superb time management skills;
- Strong technical aptitude with logical thinking;
- Positive attitude and language;
- Self-motivated and action-driven with the ability to take initiative, execute and follow-through;
- Excellent communication skills both written and verbal along with great listening and questioning skills;
- Very strong attention to detail;
- Creative problem solving and critical thinking, with solid decision making abilities.