Onboarding Specialist

Workiz•San Diego, CA

1d•$70,000 - $85,000•Hybrid

About The Position

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place! We’re on a mission to revolutionize our industry by “automating everything but holding the wrench”, providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire. You’re not just any Onboarding Specialist; you have the passion and patience to guide small business customers, bringing a WOW factor to their initial interactions with our brand post-sale. You recognize that onboarding is more than a checklist, it's a chance to cultivate lasting relationships and lay the foundation for customer success. You’re knowledge-hungry, tech-savvy, and love to stay up-to-date with the latest product releases to incorporate them into a seamless onboarding process. Your organizational skills and ability to prioritize ensure you manage a full workload effectively. You excel in collaboration and thrive in a team-oriented environment when needed. You embrace the fast-paced, dynamic nature of a start-up and are eager to contribute your insights to make a difference.

Requirements

2+ years of experience in Customer Onboarding, Sales Engineering, or Technical Sales
Experience providing training or product demonstrations to clients
Exposure to SaaS, UCaaS, Digital Marketing, or other technical solutions
Tech savviness and the ability to quickly and constantly learn new products and processes
Excellent verbal and written communication skills
Able to adhere to best practices in time management and organization
Proven ability to establish professional rapport and influence customers over email, video, or phone
Driven and highly motivated to ensure customer success

Nice To Haves

SDR/AE/AM/CS experience
Complex or Franchise solution onboarding experience
Experience in both start-ups and established companies
HubSpot, Fullstory, and JIRA proficiency
Knowledge of business processes, departments, and stakeholders
Field Service Business Exposure

Responsibilities

Provide onboarding to new accounts in virtual meetings where you’ll demonstrate how to configure the account and extract maximum value from their solution
Collaborate with Sales, Support, and Customer Success teams to ensure a smooth transition from prospect to loyal customer
Conduct proper discovery to confirm sales notes around customer priorities, and de-escalate onboarding or sales concerns effectively to keep them moving forward
Help troubleshoot product or workflow issues to improve customer satisfaction during the onboarding process and tailor the solution to meet their goals
Join sales meetings providing technical product support and workflow assessment to assist in closing or retaining deals
Attend product feedback sessions to be the voice of the customer and help guide our product roadmap
Reach out by phone and email to new customers to schedule onboarding training sessions and ensure they are on track for their preferred go-live date and begin using the software
Gather feedback during the onboarding process and update notes and tasks in the CRM
Send recordings of onboarding sessions to customers and create separate tutorials as needed

Benefits

Fuel Your Flow: Stay energized with a fully stocked kitchen featuring premium coffee and a curated selection of snacks.
Beyond the Desk: We’re big on culture. From our monthly catered lunches and hosted happy hours, we make space for real connection.
Recharge: Depending on your office location, access perks like a state-of-the-art fitness and yoga studio, a social lounge with a golf simulator, pool table and dart board as well as dog-friendly offices and quiet spaces to recharge.
Workiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage options, and a 4% match on 401k contributions.
Sick Leave: 5 days per year
Vacation Leave: 14 days per year (that grows with tenure!) plus 2 Floating Holidays to use each year

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