SaaS Onboarding & Implementation Specialist (FULLY REMOTE)

Posted 20 Days Ago
Hiring Remotely in United States
Remote
Mid level
AdTech • Software
The Role
As an Onboarding & Implementation Specialist, you will guide new customers through the onboarding process, serve as a product expert, conduct engaging onboarding calls, perform product demonstrations, and support both the Sales and Support teams to ensure successful product adoption.
Summary Generated by Built In

Be the welcoming face of WhatConverts software.

At WhatConverts we innovate and initiate! We are a dynamic SaaS company who offers a comprehensive lead tracking solution for marketers - one place to track ALL leads and prove the business value of your marketing spend. An Enablement Specialist at WhatConverts ensures that each new customer moves smoothly and successfully through the onboarding/implementation process, and is trained on the product efficiently with an end goal of ensuring product adoption and usage. The Enablement Specialist also supports the Sales department by upselling, hosting discovery calls or demos for organic signups, and suggesting the current best fit to our existing customers. Previous Implementation/Onboarding experience within SaaS is REQUIRED for consideration.

This is a fully-remote, full-time position (40 hours per week).

In this role you’ll get to:

  • Be the first point of contact after a new customer enrolls in product trial; answering any immediate questions and establishing positive customer relationships
  • Serve as a trusted advisor and platform expert who helps new users navigate through WhatConverts; hosting onboarding calls and support sessions as necessary
  • Conduct onboarding calls with new customers that are engaging, purposeful, and effective
  • Perform product demonstrations for customers who enroll in a product trial period organically
  • Conduct analytical review of usage for customers in trial; ensuring their accounts are healthy and the customer is gaining max benefit from the WhatConverts product before making financial commitment
  • Work closely with both Support Team and Sales Team; including providing assistance in responding to incoming support requests and/or sales inquiries
  • Be a dynamic problem solver, a multi-tasking extraordinaire, and a key contributor to our success
  • Be a team player who embraces our company values of Innovation, Integrity, and Initiative

What we’re looking for:

  • Must be located in EST time zone to qualify
  • 2+ years of experience in a combination of corporate onboarding and technical support roles, previous SaaS experience is required
  • 2+ years of experience working with a modern frontend stack (JS, React, etc.), preferred
  • Strong knowledge of Google Analytics, or similar web analytics experience
  • Must have prior hands-on experience working within a CRM
  • A willingness to learn new things as our company grows
  • Strong written and verbal communication skills
  • Ability to analyze problems, develop and execute creative, customer-focused solutions
  • Demonstrated ability to quickly learn SaaS software and become an expert in its functionality
  • Strong time management and data organization skills
  • Previous experience in a sales related role preferred, but not required

Company Benefits/Perks:

  • Remote first company - we believe in breaking down barriers of bureaucracy and empowering our remote team members to work agilely to accomplish more in a shorter amount of time.
  • Immediate impact - the moment you join our team we hand you the reins to work on projects independently and make a direct impact.
  • Health/Wellness - we offer a variety of premium medical insurance plans, as well as dental and vision insurance - making sure you have access to the coverage that works best for you. WhatConverts covers 100% of the premium cost for individual employee coverage under selected base plans, as well as the full cost of employee Life/LTD/STD insurance coverage.
  • Employee support - we provide an Employee Assistance Program (EAP) that offers counseling, legal, debt management, and travel assistance services free of cost to our employees.
  • Time off - in addition to paid holidays, WhatConverts offers both flexible time off and competitive PTO plans that continue to offer greater rewards to long-term employees.
  • Diversity and inclusion - our workplace is positive, supportive, and inclusive and we ask all new hires to bring that same approach.

Before you apply you should:

  • Learn about our team
  • Read about what makes us different or watch a product overview
  • Read our reviews on G2

If you're passionate about working in a dynamic, fast growing company with smart colleagues and opportunities for development, come grow with WhatConverts. 

WhatConverts is an equal opportunity employer. We recruit, hire, pay, and promote without regard to gender, race, sexual orientation, age, religion, veteran status, physical/mental abilities, or any other identities protected by law.

Top Skills

JavaScript
React
The Company
Charlotte, NC
10 Employees
On-site Workplace
Year Founded: 2014

What We Do

WhatConverts makes it easy to attribute sales to traffic sources based on phone calls, web forms and transactions. WhatConverts offers a full circle lead tracking system where you'll no longer be left wondering where leads originated or what leads converted. Using our simple feedback loop we are able to provide deep data analytics into source tracking, lead quality, and revenue generation. WhatConverts is simple to setup and seamlessly integrates with Google Analytics and Google AdWords.

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