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Hiring a customer onboarding specialist is a necessary step to make sure customers get the value signed up for faster and seamlessly.
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.
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-
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.
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.
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.
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.
A customer onboarding specialist has some responsibilities to fulfill to be correct for the job. The primary responsibility is to ensure that customers meet and achieve their goals. The customer onboarding specialist needs to educate new customers about the product and services. The core goal is to deliver an amazing customer experience and ensure faster product adoption. Customer onboarding is the first step of the customer lifecycle, and a specialist to handle this spectrum is important.
The customer onboarding specialist must look to educate customers about the product, help them reduce their problems or initial adoption of the product.
Here is the job description for a customer onboarding specialist.
We are looking out for a customer onboarding specialist to set up and structure processes for customers to achieve the success they signed up for.
As a customer onboarding specialist in our organization, you need to help new customers know more about the product, reduce the roadblocks they face, solve their problems, and ensure seamless entry into the product usage.
Here are the key responsibilities of a Customer Onboarding Specialist-
Skills and Qualifications
A customer onboarding specialist needs to guide users with using their account in an optimum manner. That is, they need to give a detailed demo on how to proceed with the account.
Customer onboarding specialists also need to help users with implementation. For example: Some users may not be familiar with the technical lingo and jargon. This may lead to confusion and frustration. A customer onboarding specialist needs to reduce that by helping them with implementation.
Customer onboarding specialists need to be great communicators. They need to enhance and improve communication between stakeholders. The key to this is by making all concerned parties on the same page.
By setting customer expectations, a customer onboarding specialist helps set the mood for customer retention. If during customer onboarding, false promises are made it becomes tough to achieve those expectations and keep the customer happy.
Keeping track of customer problems, queries and requests is another responsibility of customer onboarding managers. They need to know the past history of the customer while looking for solutions in the future. This will help understand where the customer is coming from and move accordingly.
A customer onboarding specialist needs to educate customers as much as possible. Since it is a new beginning, they need to ensure customers are well versed with the company products.
Specialists in customer onboarding also need to act a bridge between what customers want and what the company can offer. This means, they need to set the line and game straight with customer and company equilibrium.
If a customer faces a problem, they will talk about it. Take that seriously. It can be useful in product betterment and improving customer relations.
If a customer has minor technical difficulties, a customer onboarding specialist must be able to address them. This will create conviction in customers about the knowledge levels of customer facing teams.
The most important responsibility is ensuring that the transition of the customer to a CSM is smooth. The customer goes armed with enough information and product usage details to use the product as effectively as possible. This is the foundation of product-led growth.
Customer success managers need to manage accounts and timelines of customers. Customers need to maintain a specific trajectory to get the best results.
Customer onboarding specialists need to encourage innovation in customers. They need to help customers feel more comfortable around the product.
Customer onboarding specialists need to convey the right opinion of the product to the company. This will help improve customer experience around the product.
Here are some examples of Customer onboarding specialist job descriptions.
XYZ has a suite of solutions that help organizations ………………………… We have more than a decade of experience ………………XYZ has a dynamic, smart work environment and is looking for professionals who support our continued growth and success. We offer benefits …….
The Customer Onboarding Specialist at XYZ needs to pay attention to customer details, partner with various teams- internally and externally, and enhance existing customer onboarding processes. The specialist also needs to maintain accurate customer information, ensure they are on the road to product adoption, and offer feedback accordingly.
Hiring is on for a customer onboarding specialist at Apples and Carrots. We are a fast-paced, high growth startup looking for someone to
As a core member of our customer success team, the customer onboarding advocate will set the ground for product adoption. You are right for the job if you think you can utilize your project management skills to drive operations, manage customers across the globe, help with administration, and build a process engine for long-term customer growth.
Here is what you will do on an average day-
What we are looking for
We are looking for a customer champion to help solve customer problems and interact with them to kickstart their product usage. We seek someone who can optimize tasks for customers. Our company is poised for growth, and here are a few resources that will help you know what life is like with us.
<Links of culture, values, and code of conduct guides>
We are an equal opportunity workplace and promote diversity in every manner.
You Need to be
About the company
<Details about the company>
How to apply
The application process is standard. We start with a few questions about you in a recruiting call. Post that, you can know our feedback within seven days. We will keep you posted on the cycle of recruitment.
We prefer someone in the Americas (West- Pacific Time Zone)
You can even work remotely. Our team of 200+ is distributed across India, Australia, the United Kingdom, and more! You can take a look at our remote guide to succeeding in working anywhere. In case you are the right fit and need more support, we’ll be happy to discuss it during the interview process.
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. In UK, the salaries of a customer onboarding specialist range between £20,000 – £50,000, In Australia, the salary for a customer onboarding specialist is between A$58,500 – A$1,55,000.
The salary increases with level of experience and work performance. The critical thing to look for is handling customer issues and communication.
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.
Some of the frequently asked questions in a customer onboarding specialist interview are below.
Now every customer onboarding specialist needs to have a checklist. This needs to be looked at to improve chances of better onboarding.
A good customer onboarding specialist resume must correspond to the role. A customer onboarding specialist resume needs to include-
The necessary set of skills include-64
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.
Kruthan Appanna is a Customer Success Analyst with 5 years of experience. Passionate about leveraging data-driven insights to drive customer satisfaction and retention. Skilled in building strong client relationships and providing strategic solutions.
Published March 04, 2021, Updated June 07, 2023
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