SaaS E-Commerce Customer Onboarding Specialist Remote

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 theyre welltrained on its features. This role is remote and combines project management customer training Excel work support and scripting in our integrated automation system. Youll handle multiple projects ranging from 2 weeks to 6 months managing anywhere from 5 to 20 clients at a time.

Key responsibilities include :

• Project management : Break projects into manageable tasks using specialized onboarding management tools track progress and frequently communicate with customers and team members. A big part of your job is making sure that projects move forward and that the customer and other SureDone team members know what needs to be done.
• Training and support : Teach customers how to configure and use our platform effectively support softwarerelated customer inquiries and ensure data accuracy. Work closely with Sales Product and Support teams to address client needs answer product questions and escalate issues as necessary.
• Automation : Develop high level scopes to automate tasks in SureDones automation engine. Troubleshoot completed scripts with customers as needed.
• Crossfunctional support : At times help out with tasks beyond onboarding like supporting our help desk sales marketing and even representing SureDone at trade shows.
• Build Strong Client Relationships : Act as the primary point of contact during onboarding addressing client questions providing guidance and fostering trust from day one.
• Drive Product Adoption : Proactively identify opportunities for clients to use additional requirements maximizing their value from our offerings.
• Gather Feedback for Product Improvement : Collect client feedback on experiences to inform improvements and ensure we meet client needs.
• Documentation and Compliance : Ensure all necessary account documentation is completed with thorough tracking for seamless account management.

Qualifications :

2 years in SaaS onboarding.

Intermediate Excel proficiency (including vlookup and handling large datasets) required.

Strong communication skills both written and spoken that demonstrates professionalism and attention to detail and with excellent grammar and spelling.

Fluent English with clear and professional communication.

Additional Information :

Compensation :

Completely dependent on your experience and location but compensation ranges from $40k$60k / year.

Available benefits include :

Position Type

Remote Work : Employment Type :

Fulltime

Key Skills

Digital Marketing,Marketing,Google Analytics,Growing Experience,Conversion Optimization,Google AdWords,Hybris,Magento,Account Management,SEO,E-Commerce,Analytics

Experience : years

Vacancy : 1

Salary : $40,000 - $60,000