Onboarding Specialist

• Prepare new customer accounts for successful launch by configuring company logos, agreements, pricing, and other setup details
• Guide customers through onboarding via phone and email, schedule and conduct on-camera virtual onboarding meetings, and provide follow-up support
• Conduct engaging virtual training sessions to support software understanding, confidence, and adoption
• Manage scheduled onboarding sessions and independent account setup work while meeting timelines and maintaining accuracy
• Build strong customer relationships by establishing rapport, listening to needs, and creating a positive onboarding experience
• Identify customer needs and opportunities to introduce additional features or modules
• Own the onboarding experience, proactively address challenges, and coordinate with internal teams when assistance is needed
• Provide customer support via phone, chat, and email while documenting interactions, progress, and next steps
• Maintain accurate internal records and communicate account setup, onboarding progress, outstanding needs, and customer concerns to teammates

Customer Onboarding Specialist

• Welcome newly signed Mandarin-speaking partners to the Owner platform
• Align expectations to ensure high-quality mobile app and website launches
• Manage a portfolio of partners across different onboarding stages
• Handle high-volume inbound and outbound emails, calls, and SMS messages
• Use Salesforce to log all activity
• Collect required assets and information
• Coordinate internally across multiple teams
• Set expectations ahead of launch and ensure smooth handoff to the Restaurant Success Manager
• Advocate for restaurant owners and help them maintain ownership of their mobile app or online presence
• Coach and educate restaurant owners on online ordering setup best practices using statistics and SEO testing
• Work on projects and initiatives to improve internal processes
• Provide product feedback to engineering to influence platform design
• Collaborate with cross-functional teams

Onboarding Specialist jobs in Colombia

Customer Onboarding Specialist

Customer Onboarding Specialist, Mandarin Speaking