Position Details

Type Full-Time

Experience mid

Exp. Years 2 to 4 years

Education Not specified

Category Customer Success & Support

About this role

The Onboarding Specialist supports enrollment and launch processes to ensure a smooth onboarding experience for new CallRevu customers, coordinating with sales and customer success to transition customers from activation to account launch.

Key Responsibilities

Guide new customers through enrollment process
Collect and verify customer information
Collaborate with sales for smooth handoff
Maintain organized database of enrollment documents
Generate onboarding reports and metrics
Primary contact for enrollment questions
Coordinate with sales, customer success, and technical support
Transition to Account Manager within 45 business days

Technical Overview

Focus on onboarding workflows, training delivery, and program management for a SaaS platform; ensures data privacy and a seamless handoff to the account management team.

Ideal Candidate

The ideal candidate is a customer onboarding professional with 2-4 years of experience in onboarding or SaaS onboarding, strong training and documentation skills, and the ability to coordinate cross-functional efforts remotely.

Must-Have Skills

2 to 4 years of experience in customer account managementcustomer trainingor launch and enrollment of new customers accounts or a combination of theseExperience in the automotive industry and/or SaaS industry strongly preferredWorking knowledge on assessingdiagnosingtroubleshootingand resolving technical customer support issuesStrong computer skills and ability to navigate multiple programsMicrosoft Office proficiencyAbility to work effectively in a remote environment

Nice-to-Have Skills

Experience with CallRevu’s online platformFamiliarity with alert utilizationreportingutilizationdistribution

Tools & Platforms

CallRevu online platformMicrosoft TeamsZoomMicrosoft Office Suite

Required Skills

onboardingenrollmentlaunchtrainingdocumentationdata protectionconfidentiality policiesreportingcross-functional collaborationcustomer servicetime management

Hard Skills

onboardingenrollmentlaunchtrainingdocumentationdata protectionconfidentiality policiesreportingcross-functional collaborationMicrosoft Office

Soft Skills

customer servicecommunicationorganizationproblem solvingtime managementcollaboration

Industry & Role

Industry SaaS

Job Function Onboard new customers and transition them to account management, ensuring timely launches and strong customer experiences

Role Subtype Onboarding Specialist

Keywords for Your Resume

Onboarding SpecialistenrollmentlaunchtrainingCallRevuonboarding journeycustomer onboardingenrollment formscontractsaccount transitionactivation dateaccount launchdealer trainingtraining dealers/groupsalertsreportingremoteSaaSonboardingdocumentationdata protectionconfidentialitycross-functional collaborationcustomer success

Deal Breakers

Lack of onboarding or SaaS onboarding experience, Inability to work effectively in a remote setup, Insufficient documentation or training experience

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