CES - Onboarding Specialist (REMOTE)

Bold Group Gmbh

242d • $60,000 • Remote

About The Position

EverCommerce is a leading service commerce platform, providing vertically tailored, integrated SaaS solutions that help more than 600,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Specializing in Home & Field Services, Health Services, and Fitness & Wellness industries, EverCommerce solutions include end-to-end business management software, embedded payment acceptance, marketing technology, and customer engagement applications. We are looking for a highly motivated and driven Onboarding Specialist looking to make an impact at our pulseM & Customer Lobby brand. As an onboarding specialist, you will be responsible for the customer success and retention of new business. You are a self-starter who can work well under pressure and balance competing priorities in a fun, results-oriented work environment.

Requirements

• 1+ years managing and onboarding a portfolio of accounts, working with a range of VP/C-suite/SMB owners (SaaS account management a plus).
• Organized, detail-oriented individual capable of managing multiple customer onboarding journeys at once.
• Customer service orientation built on empathy, active listening, and servitude.
• Excel acumen with the ability to understand, analyze, and interpret data to make organizational, planning and problem-solving decisions.
• Strong written and oral communication skills.
• Must be a confident, adaptable self-starter who thrives in an empowered, fast-paced environment.
• Ability to prioritize the most important activities daily in order to maximize time spent on each account.
• SalesForce, ChurnZero, Office 365, HubSpot experience is a plus.

Responsibilities

• Coordinate with the sales team to ensure all pre-onboarding requirements have been met before initiating the onboarding process.
• Schedule and run setup calls to better understand the needs of our new members, define their personal customer journey, and ensure expectations are properly set.
• Act as a consultant to the businesses we work with - advise them on best practices for marketing to their customers and increasing their business.
• Document the customer journey in CRM tools, leaving detailed notes that will assist the Customer Success team in serving members after the hand-off.
• Identify opportunities to upsell - notice clients who have needs that our products can help address.
• Partner with the development team to address any technical hurdles that might present themselves throughout the onboarding process.

Benefits

• Flexibility to work where/how you want within your country of employment - in-office, remote, or hybrid.
• Continued investment in your professional development.
• Robust health and wellness benefits, including an annual wellness stipend.
• 401k with up to a 4% match and immediate vesting.
• Flexible and generous (FTO) time-off.
• Employee Stock Purchase Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Construction of Buildings