What are the responsibilities and job description for the Customer Onboarding Specialist position at SureDone?
Job Description
This is a remote position with occasional onsite meetings and travel. As an Onboarding Specialist at SureDone, your primary role is to help new customers get started with our platform, guide them through data integration, and ensure they're well-trained on its features. This role combines project management, customer training, Excel work, support, and scripting in our integrated automation system.
Key Responsibilities:
- Break projects into manageable tasks using specialized onboarding management tools, track progress, and frequently communicate with customers and team members.
- Teach customers how to configure and use our platform effectively, support software-related customer inquiries, and ensure data accuracy.
- Develop high-level scopes to automate tasks in SureDone's automation engine.
- Cross-functional support: At times, help out with tasks beyond onboarding, like supporting our help desk, sales, marketing, and even representing SureDone at trade shows.
Requirements:
- Meticulous planning, time management, and communication skills.
- Ability to handle multiple projects simultaneously.
- Intermediate Excel proficiency (including vlookup and handling large datasets).
- Familiarity with APIs, XML, JSON, and CSV formats.
- Experience with remote training or person-to-person instruction.
