Customer Onboarding Specialist
About The Position
We are seeking a dynamic and client-focused Customer Onboarding Specialist to educate and empower customers to fully realize the value of their investment in SPINS solutions. This role will primarily support new clients and clients developing foundational skillsets, guiding them through onboarding and early-stage adoption with a high-touch, white-glove experience. The Data Enablement Specialist operates under the direction of Data Enablement Managers and is responsible for executing onboarding programs, delivering structured training, and reinforcing standardized customer journeys. This is a high-impact role within a newly established team, ideal for someone who thrives in a fast-paced environment and enjoys building expertise while supporting evolving processes.
Requirements
- 2–5+ years of experience in data solutions, CPG insights, consumer analytics, eCommerce analytics, customer success, or client-facing training roles.
- Strong knowledge of CPG datasets, consumer/behavioral data, or eCommerce performance metrics (experience in one or more required).
- Proven experience developing and delivering training programs in both small-group and large-scale formats.
- Demonstrated ability to translate complex data concepts into clear, practical insights for non-technical audiences.
- Prior experience using Customer Success Platform (PlanHat, Gainsight, ChurnZero)
Responsibilities
- Lead structured onboarding engagements for new clients, ensuring a seamless transition from sales handoff to active platform adoption.
- Deliver foundational platform training that builds core competency across SPINS datasets, tools, and methodologies.
- Execute standardized onboarding playbooks developed by Data Enablement Managers, ensuring consistency and scalability.
- Identify early knowledge gaps and proactively guide clients toward skill development and confidence in platform usage.
- Monitor onboarding milestones and adoption indicators, escalating risks or opportunities to Data Enablement Managers as needed.
- Reinforce best practices and usage standards during the first 30–90 days of the client lifecycle.
- Deliver virtual training sessions across CPG, consumer, and eCommerce data solutions, ensuring clients understand data sources, methodologies, and applications.
- Support use-case–driven training programs aligned to defined client objectives and maturity levels.
- Translate complex datasets into practical, actionable insights tailored to developing users.
- Manage daily client engagement activities within the Customer Success platform (e.g., Planhat, Gainsight, or ChurnZero), ensuring accurate documentation and follow-up.
- Support go-to-market initiatives by assisting in enablement rollout for new tools and feature enhancements.
- Participate in alpha and beta testing cycles, gathering structured feedback and documenting client experiences.
- Share frontline client feedback with Data Enablement Managers to inform broader strategy, training refinement, and product insights.
- Collaborate with Sales, Product, and Customer Success teams to ensure onboarding standards align with broader organizational goals.
Benefits
- We embrace hybrid work options so that you have the flexibility to create a work/life balance that actually works!
- Each employee is allotted paid time to use to volunteer with an organization of their choice and charitable donations are matched.
- Semi-annual company-wide employee survey that is used to shape company programs, perks, and culture.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
