Customer Onboarding Specialist
Remote
Operations /
Full-time /
Remote
Position Summary:
As an Onboarding Specialist, you will play a critical role in ensuring client success by leading them through their onboarding journey. In this role, you will ensure software setup, goal alignment, and ensure industry best practices are met.
This position requires a proactive and inquisitive person who is highly organized and motivated. A Chatmeter Onboarding Specialist has a customer-first mindset and the ability to manage multiple projects while delivering an exceptional experience that sets the foundation for long-term partnerships.
**We actively support remote work in the United States with a focus on candidates in states we currently operate in: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington**
Responsibilities:
- Drive projects with urgency and accountability, ensuring onboarding milestones and deadlines are consistently met.
- Develop, maintain, and communicate clear project plans, timelines, and deliverables to clients and internal teams.
- Act as Project Manager for assigned Onboarding projects from Kick-Off to Go Live and align business use cases to product solutions
- Balance multiple onboarding projects simultaneously while maintaining high-quality execution and timely delivery.
- Ensures that all projects are correctly documented and notated daily.
- Work with clients to identify, correct, and advise on how to align business objectives within the Chatmeter software.
- Proactively identify risks, dependencies, and blockers; take ownership of follow-through to resolution with speed and precision by working with Product, Engineering and Customer Success.
- Contribute to internal resources and deliver meaningful product feedback to leadership and relevant teams.
- Advise and educate House, Small, and Mid-Market clients on industry best practices
- Conduct Webinar style group training with House, Small, and Mid-Market clients month over month.
Qualifications:
- 3 years of experience in managing client projects (more than 5 at a time)
- 2 years of experience working in a SaaS based company
- BA/BS degree combination of related work experience
- Training experience preferred
- The ability to think creatively about, analyze, and understand complicated and abstract ideas.
- Strong organizational skills, with the ability to prioritize effectively and adjust quickly when priorities shift.
- Customer-facing experience preferred
- Ability to effectively present technical information (oral and written) and respond to customer questions in one-on-one and group settings.
- Demonstrated sense of urgency with a track record of driving projects to on-time completion.
- Excellent written and verbal communication skills that can be tailored to a broad range of requests
- Ability to understand and support process development, this includes contributing improvements to existing processes.
- Strong computer skills, and the ability to adapt quickly to new programs.
- Proficient in data analysis and manipulation with solid spreadsheet (Excel) preferred.
- Ability to work 40 hours/week during set business hours.
$55,000 - $65,000 a year
The annual salary for this position ranges from $55,000 to $65,000 plus commissions. The actual annual salary paid for this position will be based on several factors, including but not limited to, skills, prior experiences, training, company needs, and current market demands. The annual salary range for this position is subject to change and may be adjusted in the future. This position may also be eligible for salary increases, commissions, equity awards, and benefits (outlined below).
Who We Are
Established in 2009, Chatmeter now analyzes billions of customer reviews, social media mentions, and sentiments from hundreds of sources to help businesses keep a pulse on all of their locations. Fortune 5000 companies rely on Chatmeter’s expertise in multi-location brand management to make confident business decisions that provide a competitive advantage at every location. From search rankings to business listings, store pages, and more, Chatmeter is the trusted solution for driving traffic and revenue to local businesses in over 40 industries including retail, healthcare, financial services, real estate, food services, and automotive.
Chatmeter is a fast-growing company and we’ve been recognized on both the Inc. 5000 and the SaaS 1000 lists. That growth has a lot to do with our ability to provide customers with not only a great product but great service as well, just check out our 4.4-star rating on G2 Crowd.
When it comes to working at Chatmeter, you should know we promote within, embrace diversity, celebrate our wins, and are dedicated to building a company culture where employees can thrive. This is probably why Chatmeter was recently named one of San Diego’s Best Places to Work by the San Diego Union-Tribune. Want to be a part of a company that cares about your success just as much as our own? Apply today.
Avoid interview scams: Chatmeter will never ask you for personal identifying information during the interview process nor will we request financial commitment from applicants prior to employment. We will always use a Chatmeter email coming from our official domain, @chatmeter.com. We do not use text messaging for recruitment. All initial interviews will be conducted by video from an official Chatmeter email address. Information about all authentic Chatmeter employment postings can be found at https://jobs.lever.co/chatmeter and https://www.chatmeter.com/about-us/careers/
