Customer Onboarding Specialist

Customer Onboarding Execution
- Own onboarding for assigned new customers from kickoff to go-live
- Conduct structured onboarding sessions including:
- Drive customers to predefined onboarding milestones:
- Ensure onboarding completion within defined SLA
Time-to-Value & Adoption Focus
- Guide customers to their “first value moment” quickly
- Track onboarding success metrics:
- Identify early adoption risks
Technical & Functional Guidance (Lightweight)
- Assist with standard setup scenarios:
- Troubleshoot common onboarding blockers using KBs and internal guides
- Escalate non-standard or complex setups
Stakeholder Communication & Coordination
- Act as the single point of contact during onboarding
- Maintain accurate onboarding notes in CRM / CS platform
- Coordinate handoff to CSM
Process Adherence & Continuous Feedback
- Follow standardized onboarding playbooks, checklists, and templates
- Log customer feedback and common fricti...