The Customer Success Onboarding Specialist is a full-time individual contributor role within our SMB Customer Success organization. This role is focused on delivering exceptional onboarding experiences that drive rapid customer adoption and early value realization. If you love technology, and are keen to join an industry leader — we would love to hear from you!
What you'll do:In this role, you will support a portfolio of SMB customers during their critical first 60 days, ensuring they successfully implement our solution, achieve early wins, and build a foundation for long-term success. This role is ideal for someone who is passionate about helping customers get started, enjoys teaching and enablement, and wants to build a career in Customer Success.
Facilitate onboarding and implementation for new and migrating SMB customers, delivering back product training, best-practice guidance, and hands-on support to accelerate time-to-value and platform proficiency.
Conduct onboarding calls, implementation sessions, and training workshops to guide customers through setup, configuration, and initial use cases.
Document customer objectives and use cases during onboarding, creating clear success criteria and onboarding plans in collaboration with senior CSMs who will take the customers after their onboarding is completed.
Build strong relationships with customer contacts during the onboarding phase, establishing trust and setting the foundation for ongoing engagement.
Monitor onboarding progress and customer health during the first 60 days, identifying risks or delays and escalating to senior team members when needed.
Proactively reach out to customers to ensure they are actively using the platform, troubleshoot common issues, and provide guidance on next steps.
Respond to customer questions and requests during onboarding, coordinating with Support, Product, and senior CSMs to resolve issues quickly.
Track and report on onboarding metrics (e.g., time-to-first-value, training completion, product adoption, early health scores).
Maintain accurate records of onboarding activities, customer interactions, and progress updates in CRM and CS platforms.
Contribute customer feedback and common onboarding challenges to internal teams to improve onboarding materials, processes, and product experience.
Support the development of onboarding playbooks, templates, and self-service resources based on frontline learnings.
Collaborate with the broader Customer Success team to ensure smooth handoffs from Sales and successful transitions to ongoing account management.
Assist with customer communications, educational content creation, and scaled onboarding initiatives (e.g., webinars, help articles).
Exceptional verbal and written fluency in English and Portuguese is required.
Bachelor's degree or equivalent practical experience in a customer-facing role (e.g., customer support, onboarding, training, account coordination, or similar).
1-2 years of experience in Customer Success, onboarding, customer support, training, or a related customer-facing role (preferred but not required).
Familiarity with B2B SaaS, IoT, or technology products is a plus but not required.
Strong communication, listening, and presentation skills with the ability to explain technical concepts to non-technical audiences (mandatory).
Customer-centric attitude and a passion for creating positive customer experiences.
Ability to follow structured processes and playbooks while adapting to individual customer needs.
Comfort learning new software platforms and teaching others how to use them.
Basic analytical skills with the ability to track progress, spot issues, and report on onboarding metrics.
Experience with CRM or ticketing tools (e.g., Salesforce, Salesloft, Gainsight) is a plus but not required.
Organized and detail-oriented with good documentation habits.
Strong organizational and time management skills, with the ability to manage multiple onboarding engagements simultaneously (mandatory).
Proactive and self-motivated with a "can-do" attitude and willingness to take initiative.
Team player who collaborates well with colleagues across functions and geographies.
Comfortable working in a fast-paced, dynamic environment and adapting to changing priorities.
Growth mindset with a strong eagerness to learn, openness to feedback, and commitment to continuous improvement.
Knowledge of AI and how to use different aspects of it in the CX.
Skills Required
- Exceptional verbal and written fluency in English and Portuguese
- Bachelor's degree or equivalent practical experience in a customer-facing role
- 1-2 years of experience in Customer Success or related roles
- Strong communication, listening, and presentation skills
- Ability to follow structured processes and playbooks
- Basic analytical skills to track progress and report on metrics
- Strong organizational and time management skills
- Proactive and self-motivated attitude
- Growth mindset and eagerness to learn
What We Do
Welcome to Geotab, the #1 commercial telematics company in the world. Geotab is a place where passion, creativity and innovation align. We are committed to advancing technology, empowering businesses and making the roads safer for everyone. Geotab is the world’s leading connected vehicle company for fleets, providing open platform fleet management solutions to businesses of all sizes. Geotab’s intuitive, full-featured solutions are used by over 40,000 customers around the world to help them better manage their drivers and vehicles. With Geotab devices found in over 2 million vehicles, the company processes over 30 billion data points each day to provide insight into productivity, safety, fuel efficiency and more. Geotab’s employees are essential to our success! We strive to put our employees first and are constantly seeking ways to improve workplace culture. Maintaining our unique culture is vital - after all, staff that enjoy their work environment are motivated to reach their full potential. Employee growth and development has long been the basis of our philosophy, as staff are encouraged to carve their own path within the expanding organization. Challenging the status quo and seeking creative ideas is what we do best.
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