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Mid-Level Customer Onboarding Analyst
Revise Group. Lead the customer welcome and kickoff process after the sale is closed, aligning expectations and the implementation timeline .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding and system implementation, with a strong focus on Time to Value (TTV) and user adoption. Proficient in creating training materials and utilizing various onboarding tools and platforms to enhance customer success.
Highest-signal resume keywords
Customer OnboardingMobato System ConfigurationTraining DeliveryTime to Value (TTV) TrackingCustomer Success Methodologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
System ImplementationTraining Content CreationProficiency in ExcelProficiency in Google SheetsKnowledge of Automotive DMS Platforms
Soft Skills
Strong Communication SkillsOrganizational SkillsProactive ApproachResults-Oriented MindsetInstructional Skills
Tools & Technologies
NotionClickUpPipefyGoogle MeetZoomLoomHubSpotSalesforce
Industry Keywords
Automotive DMSB2B SaaSCustomer SuccessOnboarding Frameworks
About the role
Key responsibilities & impact- Lead the customer welcome and kickoff process after the sale is closed, aligning expectations and the implementation timeline
- Perform the initial configuration of the Mobato System according to the customer’s profile and needs
- Plan and deliver training sessions for key users
- Monitor the customer’s initial system usage, identifying blockers and anticipating questions
- Track and report Time to Value (TTV), implementation time, and initial adoption metrics
- Collaborate with Support, Customer Success, and Technology teams to resolve technical obstacles
- Document each customer’s onboarding process for subsequent use by the Customer Success team
- Suggest improvements to training materials, checklists, and the onboarding workflow
Requirements
What you’ll need- Bachelor’s degree completed or in progress in Business Administration, Marketing, Engineering, Information Systems, or a related field
- 1–2 years of prior experience in onboarding, system implementation, customer success, or technical customer support
- Strong communication and instructional skills, with the ability to train users with varying levels of digital maturity
- Ability to manage multiple customers or onboarding projects simultaneously while staying organized and meeting deadlines
- Consultative, proactive, and results-oriented approach, with a focus on TTV and adoption
- Strong written communication skills for creating training materials, checklists, and status reports
- Knowledge of the Mobato System
- Experience with Customer Success or onboarding tools such as Notion, ClickUp, Pipefy, or similar platforms
- Experience with training and webinar platforms such as Google Meet, Zoom, and Loom
- Knowledge of automotive DMS platforms such as Linx, Dealernet, and NBS; integration experience is a significant advantage
- Experience with CRM or customer-tracking tools such as HubSpot, Salesforce, or an internal Customer Success system
- Proficiency in Excel or Google Sheets
- Experience in the automotive or B2B SaaS sectors is a plus
- Experience with DMS platforms such as Linx, Dealernet, or NBS is a plus
- Knowledge of Customer Success methodologies and onboarding frameworks is a plus
- Experience creating training content is a plus
Benefits
Comp & perks- Salary advance
- Cost-of-living allowance
- Christmas gift basket