EZFacility

Onboarding Specialist

• Serve as a software expert across EZFacility products and guide new clients through implementation
• Assess client goals and business needs and develop customized training plans
• Conduct Zoom-based training for basic and advanced software usage
• Collaborate with Sales and Account Management to complete onboarding on schedule
• Resolve client questions and issues and recommend products aligned with business objectives
• Design and implement self-guided onboarding tracks for customer segments and use cases
• Develop training videos, tutorials, self-guided courses, and knowledge base articles
• Create learning paths for onboarding, advanced product usage, and feature releases
• Own and optimize Userpilot for in-app guidance, product tours, and contextual help
• Implement and manage an LMS for structured, trackable training
• Use AI to update materials, create summaries, clips, FAQs, prompts, and personalized learning paths
• Analyze onboarding progress and engagement to trigger targeted content or outreach
• Partner with Support to analyze ticket data and prioritize training content
• Audit and improve knowledge base content and contextual in-app guidance
• Collaborate with Customer Success, Support, Product, and the Training Team Lead
• Use Salesforce to track training progress, document feedback, and streamline initiatives
• Track onboarding completion, time-to-first-value, engagement, and live training-hour reduction
• Execute engagement and retention initiatives such as tutorials, webinars, and user guides
• Continuously refine learning programs using data, feedback, and product changes

Explore Customer Onboarding Specialist at EZFacility. Review requirements and application details.