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CRM Onboarding Specialist

3 hours, 44 minutes ago
United States
Junior
Customer Success
Customer and Technical Support
CRM SEO
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Kaseya

Kaseya

Kaseya provides integrated IT management and security solutions for MSPs and SMBs, enabling centralized IT operations, remote management, cybersecurity, and automation.

IT Services
1K-5K
Founded 2000
$567M raised
View All Jobs 4

Description

  • Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps.
  • Deliver clear training and resources to drive product adoption.
  • Manage onboarding plans, timelines, and proactive client communication.
  • Respond to client tickets with timely, high-quality support and provide coverage as needed.
  • Troubleshoot issues, identify blockers early, and coordinate with internal teams.
  • Focus on long-term client outcomes and contribute to playbook and SOP improvements.

Requirements

  • 2 to 3 years of experience in onboarding, implementation, customer success, or CRM support.
  • Strong CRM knowledge, including pipelines, automations, segmentation, campaigns, contacts, and integrations.
  • Keap experience is a plus.
  • Confidence leading calls and trainings with business owners and teams.
  • Ability to stay organized and manage multiple onboardings at once.
  • A client-first, accountable mindset with the ability to balance empathy and execution.
  • Strong cross-functional collaboration and communication skills.
  • Comfort working remotely in a US-based role.

Interested in this position?

Apply directly on the company website

Apply Now

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