Senior Customer Onboarding Specialist

About this role

📋 Description Manage customer onboarding: Own a portfolio of customers with varying levels of complexity, leading Drive implementation success: Deliver product training, troubleshoot implementation issues Anticipate and manage risks: Identify inactive customers, blocked projects, and technical Ensure operational excellence: Keep customer onboarding data accurate and up to date in Planhat Contribute to continuous improvement: Own at least one cross-functional initiative per semester Share customer insights: Collect and structure customer feedback to help Product, Engineering 🎯 Requirements Customer-first mindset: Empathetic, service-oriented, and able to explain complex topics clearly.

Project management: Strong organizational skills and the ability to manage multiple customer Autonomy and ownership: Able to make sound decisions, anticipate risks, and drive projects forward. Technical curiosity: Comfortable investigating implementation issues and working with technical Communication skills: Confident leading customer meetings, delivering training, and facilitating Operational rigor: Attentive to CRM data quality, documentation, and follow-up.

Source listing: empllo_remote