Customer Success | 6 MIN READ

Customer Onboarding Specialist: Everything You Need to Know

Hiring a customer onboarding specialist is a necessary step to make sure customers get the value signed up for faster and seamlessly.

Niyathi Rao
Niyathi Rao
Mar 4, 2021


Customer Onboarding Specialist

Customer onboarding is necessary to keep customers from churning. It is the first interaction between customers and the product after sale. Post the sale handoff, this is the first attachment with the company. Good onboarding is the gap between customer log in and churn. If a customer does not like the onboarding, the chances of them churning are high. A great onboarding experience will ensure that customers have a long-term, healthy loyal life with the company. An onboarding specialist is one who makes sure the customer has the first moment of success with the product or service. A specialist who will take the customer from the signup to the ‘first success’ is an onboarding specialist.

Need for a Customer Onboarding Specialist

A client onboarding specialist has some responsibilities. These stem from the need for an effective onboarding. A customer onboarding specialist allows customers to meet success by ensuring account implementation begins on a happy note. With customer onboarding specialists, customers will be educated on the ways to use products or services in a smooth, hassle-free manner.

Customers abandon products when they feel there is-

  • Zero value
  • A feeling of loss
  • Lack of understanding
  • Lack of interest

A good onboarding process makes it easier for CSMs to handle customer accounts. They do not face serious problems with customers if the onboarding is done well. Also, the onboarding process of any company is different and can be quite complex. Someone specialised in this role can help configure things in an easy manner. This is where a good onboarding specialist can make effective difference.

Important Skills Required for a Customer Onboarding Specialist

Onboarding is when customers get the value from the product. To make sure customers get the value early, the focus should be on reducing customer effort and ensuring a smooth experience.


Empathy is single-handedly the most important customer service skill. Empathy will ensure customers are happy and understand success. Empathy is a core skill one need to develop to be successful in the field of customer success.

Product Knowledge

Another skill a client onboarding specialist needs to have is product knowledge. They need to grasp the product knowledge, have good communication skills, understand the customer, and carry a positive outlook.


Customer onboarding does not stop in a certain time frame. Sometimes customers can get angry and may need extra attention and help to understand facets. One thing that helps is cultivating patience that goes a long way in offering the best customer service.

Continuous betterment

To be an onboarding specialist, one needs to deliver good support to customers. They need to measure customer experience through metrics and understand their own impact. This will help develop better service and knowledge.


A primary skill required is good communication. This is necessary to convey the right information and stop or avoid a barrage of questions. This is the base for any interaction and should be clear and reasonable. If a customer is receiving over 10 mails a day for a simple thing, it is not right. The information process has to be simple, clear, and correct.

Customer Onboarding Specialist Job Description

For the role of a customer onboarding specialist, there are some requisite responsibilities to be taken care of. A customer onboarding specialist is one who makes sure customers reach their immediate success value by-

  • Educating them
  • Solving technical problems
  • Minimising roadblocks
  • Improving adoption of services or products
  • Creating a loyal base

The ideal candidate for customer onboarding specialist is one who has experience with web-based technologies, high energy, passionate about solving customer needs, good communication, and the ability to learn new features.

Responsibilities of a Customer Onboarding Specialist

  • Give customer detailed account directions
  • Assist customers with implementation
  • Enhance communication between stakeholders
  • Set up customer expectations
  • Record and solve customer queries, problems, and requests
  • Educate customers and ensure best practices are in place to enhance expectations
  • Act as a bridge between customer’s expectations and company’s objectives
  • Take customer feedback seriously and ensure proper tool usage
  • Solving minor technical glitches during implementation
  • Ensuring the transition of the customer to CSMs is smooth
  • Managing customer timelines and accounts
  • Encouraging innovation through best practices
  • Being the voice of customer in this period to convey either experience

The salary of a customer onboarding specialist varies based on industry, type of company, experience level and more. The average salary for an onboarding specialist is $52354.

Customer Onboarding Specialist Interview Questions

A customer onboarding specialist role is one that is defined by customer experiences. Instead of technical faculties, mental and psychological abilities should be checked. Having role-play scenarios will help gauge the way they answer and what separates them from others. Framing questions based on what you need to assess is the best way to get the right fit.

Template questions will only give expected answers. Testing the grit of the candidate through touch situations is the best way to know how they would react. Check to see if they deal with these cases in an empathetic manner. If yes, you have your fit.

Customer Onboarding Specialist Resume

A good customer onboarding specialist resume must correspond to the role. A customer onboarding specialist resume needs to include-

  • Contact information
  • Work experience
  • Education
  • Skills

The necessary set of skills include-

  • Experience in customer onboarding, support, implementation, and more
  • Proven complex problem-solving capabilities
  • Good at facilitating meetings and virtual workshops
  • Simple and effective communication skills
  • Project management experience is a must

Bottom Line

Hiring customer onboarding specialists is a big and necessary step for your business. This role ensures that your customers get the value they sign up for always. This will ensure that customers achieve their goals. This is the first point of entry and will help in upselling, reselling, and renewal of contracts. To make sure these targets are met, customer onboarding specialists need to be trained well and hired based on their existing skills. Meeting the first milestone of ‘onboarding complete’ is possible through a good customer onboarding specialist.

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Niyathi Rao

Niyathi Rao

Niyathi is an experienced content marketer with a love for SaaS tech products. She reads a lot (mostly fiction) and is a huge news junkie. Niyathi loves exploring different forms of inbound marketing and taking on challenges.

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