Customer Onboarding amd Success Specialist

Geotab•Atlanta, GA

1d•Hybrid

About The Position

Geotab is seeking a Customer Onboarding & Success Specialist who will be responsible for ensuring the satisfaction and long-term success of a portfolio of customers, serving as their primary point of contact while driving loyalty, engagement, and revenue growth. This role is ideal for someone who loves building lasting customer relationships, thrives in a fast-paced environment, and is keen to join an industry leader.

Requirements

Equivalent combination of education and/or work experience in a related field.
1-3 years of experience in customer-facing roles such as customer support, customer success, or sales.
Proficiency with Salesforce or similar CRM platforms for managing customer records and interactions.
Demonstrated ability to build and maintain strong, trusted relationships with customers at all levels.
Strong verbal and written communication skills with the ability to explain technical concepts clearly.
Excellent organizational and time management skills, with the ability to manage multiple accounts simultaneously.

Responsibilities

Managing a dedicated portfolio of customers, guiding them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem.
Assessing each customer's unique operational needs and delivering tailored onboarding plans, MyGeotab technical training, and ongoing support to drive product engagement and device activations.
Maintaining detailed records of customer interactions in Salesforce.
Monitoring customer health to identify improvement opportunities.
Processing inbound Add-On order requests.
Working closely with Partner Account Managers, leadership, and cross-functional internal teams to escalate complex issues, communicate customer feedback, and drive continuous program improvements.
Assessing and understanding each customer's unique operational needs, goals, and objectives to provide tailored solutions.
Guiding customers through the initial setup and adoption process, aiming to foster long-term satisfaction and product engagement.
Maintaining regular communication with customers to ensure smooth implementation and resolve any technical or operational issues.
Optimizing the use of Geotab's telematics products, portals, dashboards, and reports to accelerate device activations.
Monitoring customer health and identifying improvement, engagement opportunities, and potential risks.
Recognizing and acting on opportunities to upsell or cross-sell products or services based on customer needs.
Communicating customer feedback and insights to internal teams to drive program direction and continuous improvements.