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
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