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Onboarding Specialist

1 month ago
Philippines
Full-time
Junior
Customer Success
Customer and Technical Support
Apply Now
aidey

aidey

Aidey is a top customer care outsourcing company offering 24/7 support via phone, email, and chat. With over seven years of experience, Aidey provides premium customer support for startups, e-commerce, and SaaS companies. Their tailored Support as a Se...

Professional Services
11-50
Founded 2013
View All Jobs 11

Description

  • Serve as the primary point of contact for new customers during the onboarding process.
  • Guide customers through onboarding milestones and ensure a smooth transition into the service.
  • Schedule and coordinate onboarding meetings, training sessions, and follow-up calls.
  • Maintain regular communication with customers to provide updates and answer questions.
  • Collect and organize customer information required for successful onboarding.
  • Coordinate with internal teams to ensure onboarding tasks are completed accurately and on time.
  • Track onboarding progress and proactively follow up on outstanding items.
  • Document customer interactions, onboarding activities, and key account details in company systems.
  • Identify potential onboarding challenges and escalate issues when necessary.
  • Assist with process improvements and onboarding workflow documentation.
  • Support customer retention efforts by helping customers achieve a successful launch experience.

Requirements

  • Excellent English communication skills, including verbal, written, and reading communication skills.
  • Previous experience onboarding B2B clients is required.
  • Previous experience in Customer Success, Customer Onboarding, Account Management, or a similar client-facing role is required.
  • Strong interpersonal skills with the ability to build rapport with clients.
  • Experience managing client relationships and guiding customers through implementation or onboarding processes.
  • Detail-oriented with a focus on providing exceptional customer service.
  • Strong organizational and project coordination skills.
  • Ability to work independently as well as collaboratively within a team environment.

Benefits

  • Fully remote, long-term opportunity.
  • Work directly with US-based teams.
  • Stable full-time schedule.
  • Clear processes and structured work.
  • Opportunity to grow into higher-level roles.

Interested in this position?

Apply directly on the company website

Apply Now

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