Customer Onboarding Specialist

Reposted 13 Days Ago
Be an Early Applicant
Guatemala
In-Office
10K-11K
Junior
Software
The Role
The Customer Onboarding Specialist at Podium manages the onboarding process for new customers, ensuring product adoption, training, and issue resolution within the first 30 days.
Summary Generated by Built In

At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money.

Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.

At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you!

The Customer Onboarding Specialist is a vital part of the Podium team. Responsible for the initial implementation and onboarding of new customer accounts. Responsible for the organization and management of account connections, integration fulfillment, tailored team trainings for all locations in any given account, resolving customer issues, and customer usage monitoring to bring about the successful completion of new customer implementation. The Customer Onboarding Specialist I also has a major role in creating new processes internally and needs to be able to adjust quickly to changing circumstances. 

What you will be doing:

  • Primary contact during first 30 days of new customer experience 
  • Podium product expert
  • Manage potential escalations within first 30 days
  • Coordinate all account connections (product and integration related)
  • Ensure product adoption through various outreach methods and health scoring of accounts
  • Ensure effective hand-off to CSM’s after onboarding period is over
  • Conduct full-team trainings for all locations in every account covering best practices
  • Coordinating and responding to client issues
  • Building new processes and working with different departments to create a smooth implementation experience

What you should have:

  • MUST SPEAK FLUENT ENGLISH
  • Must be available and willing to work onsite at our Guatemala City office location (we anticipate an office by Jan/Feb 2025)
  • 2-3 years of experience in a customer onboarding/implementation role (in SaaS is a plus)
  • A bachelor's degree in business or similar field.
  • Exceptional written and communication skills
  • Experience communicating directly with clients
  • Proven track record of managing multiple concurrent projects with varying complexity levels
  • Excellent problem solving skills
  • Self-starter with prior experience navigating complex customer environments
  • Ability to sort through large volumes of data and drive insights and results

What we hope you have:

  • Experience with Gainsight and Salesforce

What you should know:

  • Compensation: Q10,600 monthly base. Please note that this compensation package is fixed and not subject to negotiation.
  • Must be available to work onsite at our Guatemala City office in Zone 10, Monday - Friday

Benefits

  • Bono 14 and Christmas bonus
  • 13 paid holidays throughout the year
  • Office is located in Zone 10, Edificio Interamericas

Podium is an equal opportunity employer. Podium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.

Top Skills

Gainsight
Salesforce
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The Company
Lehi, UT
1,100 Employees
Year Founded: 2014

What We Do

Podium is redefining the way customers interact with local businesses. Podium’s Interaction Management platform uses messaging to make it convenient to interact with your leads, customers, and teams along every customer touchpoint.

With Podium, you can message your leads and customers, get reviews and feedback, and communicate easily with your team, all in one easy-to-use inbox. It powers the conversations that matter most to your business, putting you miles ahead of the competition.

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