Run virtual onboarding sessions, configure accounts, train customers, troubleshoot issues, collaborate with Sales/Support/Product, document in CRM, and drive customers to go-live.

Guide new small-business customers through virtual onboarding, demonstrating product configuration, troubleshooting workflows, coordinating with Sales/Support/Customer Success, scheduling training, recording sessions, updating CRM notes, gathering feedback, and contributing customer insights to the product roadmap to drive adoption and success.

Drive sales of Workiz's financial services to new and existing customers, managing the full sales cycle and providing comprehensive customer support.