Customer Onboarding Specialist

Posted 8 Days Ago
Be an Early Applicant
Charlotte, NC
Junior
Software
The Role
The Customer Onboarding Specialist will be responsible for managing a list of new customers through their setup process, ensuring they receive timely assistance with their POS system implementation. This includes data imports, basic hardware setup, software training, and feedback collection, while collaborating with various departments to enhance customer experience.
Summary Generated by Built In

About Quilt Software

Ever wondered how your favorite local shops compete with the big guys? That’s where we come in. We’re Quilt Software, providing Main Street's unsung heroes – from quirky cheese shops to family-run jewelry stores – with the tools they need to compete. Last year, we helped 14,000+ shops make over $2 billion in sales with our family of industry-specific software solutions.  

If you get a kick out of supporting local businesses, love great software, and want to be part of a company that’s powering Main Street, we’d love to chat. Come join us in our quest to keep local retail not just alive, but thriving! 

About the Role

Quilt Software is looking for an experienced Customer Onboarding Specialist to join our growing customer success team! In this role, you will serve on a team of onboarding specialists and act as an internal advocate for our customers. The Customer Onboarding Specialist is vital in helping our new customers implement their new point-of-sale system successfully. 

This role is based in our Office in Charlotte, North Carolina. Work hours are 8:30-5:30 pm.

Below are some tasks you can expect to manage in your role

  • Serve as the primary point of contact for new customers assigned to you
  • Manage a rotating list of assigned customers through the setup process
  • Ensure the customer receives timely assistance with setup, needs analysis, installation, data import, and software training to get their POS system operational
  • Perform data imports using Excel and provided tools to prepare and import customer data files to the POS software
  • Basic remote hardware setup and configuration
  • Be a subject matter expert on the software you are assigned to implement
  • Fully train the customer on the software, ensuring their needs are met
  • Collect customer feedback and suggesting areas of improvement, serving as the customer’s advocate
  • Collaborate with every department to ensure the task at hand is completed or delegated properly
  • Manage and update customer health metrics and information in Salesforce 
  • Navigate customer needs with patience and empathy
  • Get customers live and operational in a timely manner to meet team objectives
  • Provide service our customers can brag about

What you bring to the table

  • BA or BS degree
  • 1-2 years of work experience in customer service, software implementation, customer onboarding
  • Experience with Google Suite and Salesforce preferred but not required
  • Ability to manage multiple tasks
  • Proactive and innovative
  • Superb communication skills - written and verbal - with an understanding of situational best practices 
  • Unmatched organizational skills
  • Positive attitude and empathetic

What We Offer

  • Competitive salary
  • Comprehensive benefits package including medical, dental, and vision coverage
  • 401k Opportunity with Company Match
  • Opportunities for career growth and advancement within a rapidly growing company
  • Ongoing training and professional development initiatives
  • Fun and collaborative work environment with a focus on teamwork and innovation

Salary: 50-60k per year, depending on experience
Location: On-Site, Charlotte, NC

Top Skills

Excel
Google Suite
Salesforce
The Company
HQ: New York, NY
23 Employees
On-site Workplace
Year Founded: 2021

What We Do

Quilt assembles software companies providing POS solutions for highly-specialized vertical industries with complex inventory management requiments. Each solution is uniquely tailored to the needs of that particular industry, but they are all backed by a common set of resources for added strength and resilience.
Quilt is a PSG portfolio company (www.psgequity.com).

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