Customer Onboarding Specialist

QuiltCharlotte, NC
395d$50,000 - $60,000

About The Position

The Customer Onboarding Specialist at Quilt Software plays a crucial role in ensuring new customers successfully implement their point-of-sale systems. This position involves acting as an internal advocate for customers, managing their onboarding process, and providing necessary training and support to help them thrive with the software solutions offered by the company.

Requirements

  • BA or BS degree
  • 1-2 years of work experience in customer service, software implementation, customer onboarding
  • Experience with Google Suite and Salesforce preferred but not required
  • Ability to manage multiple tasks
  • Proactive and innovative
  • Superb communication skills - written and verbal - with an understanding of situational best practices
  • Unmatched organizational skills
  • Positive attitude and empathetic

Responsibilities

  • Serve as the primary point of contact for new customers assigned to you
  • Manage a rotating list of assigned customers through the setup process
  • Ensure the customer receives timely assistance with setup, needs analysis, installation, data import, and software training to get their POS system operational
  • Perform data imports using Excel and provided tools to prepare and import customer data files to the POS software
  • Basic remote hardware setup and configuration
  • Be a subject matter expert on the software you are assigned to implement
  • Fully train the customer on the software, ensuring their needs are met
  • Collect customer feedback and suggesting areas of improvement, serving as the customer's advocate
  • Collaborate with every department to ensure the task at hand is completed or delegated properly
  • Manage and update customer health metrics and information in Salesforce
  • Navigate customer needs with patience and empathy
  • Get customers live and operational in a timely manner to meet team objectives
  • Provide service our customers can brag about

Benefits

  • Competitive salary
  • Comprehensive benefits package including medical, dental, and vision coverage
  • 401k Opportunity with Company Match
  • Opportunities for career growth and advancement within a rapidly growing company
  • Ongoing training and professional development initiatives
  • Fun and collaborative work environment with a focus on teamwork and innovation

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Furniture, Home Furnishings, Electronics, and Appliance Retailers

Education Level

Bachelor's degree

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