Onboarding Specialist

5 days, 1 hour ago
Full-time
Junior
Project and Program Management
Bloomerang

Bloomerang

Bloomerang provides nonprofit organizations with integrated software solutions for fundraising, donor and volunteer management, enabling them to enhance donor relationships, increase retention, and effectively mobilize volunteers to support their missi...

Specialized Consumer Services
251-1K
Founded 2012

Description

  • Manage customers’ Getting Started Journey from onboarding through completion.
  • Own 1:1 virtual follow-up sessions to confirm customer understanding of learning content.
  • Help customers recognize value in their purchased platform(s).
  • Serve as the main point of contact throughout the customer onboarding journey.
  • Coordinate hand-offs between internal Bloomerang teams to keep onboarding moving smoothly.
  • Track deliverables and help hold internal teams and customers accountable to deadlines.
  • Work in a customer-facing environment while supporting multiple projects simultaneously.

Requirements

  • 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment.
  • Strong focus on customer onboarding best practices.
  • Ability to serve as the primary contact between internal and external stakeholders to ensure deliverables are met.
  • Strong organizational skills with the ability to prioritize tasks to meet deadlines and goals.
  • Strong technical proficiency and ability to quickly learn new software products and concepts.
  • Excellent written and verbal communication skills.
  • Proficiency with Excel for reviewing and troubleshooting customer data import files.
  • Ability to stay current with emerging AI capabilities and apply them through hands-on building and experimentation.
  • Foundational understanding of data migration processes (preferred).
  • 1+ years of project management experience with SaaS customer onboarding (preferred).
  • Experience with Bloomerang products (preferred).
  • Experience supporting nonprofit organizations (preferred).
  • Experience supporting nonprofit CRM solutions (preferred).

Benefits

  • Health, vision, and dental insurance options.
  • Access to HealthiestYou for 24/7 confidential virtual healthcare support.
  • Competitive PTO package with 20 PTO days, 3 flex days, 4 optional volunteer days, and 12 paid holidays.
  • Paid parental leave.
  • 401(k) match.
  • $55,000-$62,000 salary range.
  • Eligibility for a discretionary bonus.
  • Fully remote, full-time position within the U.S. and select Canadian provinces, with optional on-site work in Indianapolis, IN.

Interested in this position?

Apply directly on the company website

Apply Now

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