Customer Onboarding Specialist

Seattle, WA (Remote)

1 year contract (possible extension)

Our client, a tax compliance SaaS company, is looking to add a Customer Onboarding Specialist to their busy and growing team. The Customer Onboarding Specialist is expected to take on customer calls/ emails and will be responsible for driving sales and onboarding for the client’s new product. This role will play a key part in impacting the sales and customer experience with end users. The ideal candidate will be highly motivated to succeed and eager to outperform sales and growth targets, while providing great customer service.

Customer Onboarding Specialist Responsibilities:

• Exceed established sales and onboarding goals in a high growth segment of the client.
• Receive inbound calls and email inquiries from prospective customers
• Follow-up with leads from the existing database of prospects and manage automated daily email campaigns.
• Work with the client’s BD, Sales Executives, Support, and Licensing teams to successfully onboard customers.
• Coordinate with marketing to maximize the effectiveness of lead generating tactics and email campaign messaging.
• Manage sales and call activity in Salesforce.com.
• Prepare and analyze key program statistics and metrics.

Customer Onboarding Specialist Qualifications:

• Four-year degree preferred.
• 2-3 years sales or customers service experience.
• Positive attitude and confident.
• Excellent interpersonal skills.
• Organized with work with Salesforce.com (or equivalent CRM) and tracking leads.
• Highly self-motivated, proven ability to meet and exceed goals.