Customer Onboarding & Training Specialist

Role Overview

The Customer Onboarding & Training Specialist will guide new customers through software implementation, onboarding, and training, ensuring they feel confident using the software and understand its functionality.

What You Will Do

The primary responsibilities include managing the onboarding process, leading kickoff meetings, developing customized onboarding and training plans, coordinating software setup, and conducting follow-ups to evaluate customer satisfaction and adoption.

Why It Might Be a Fit

The ideal candidate will have experience in software training, customer onboarding, customer success, technical support, or a related customer-facing role, with strong verbal and written communication skills and the ability to explain technical concepts to non-technical audiences.

Requirements

• Experience in software training, customer onboarding, customer success, technical support, or a related customer-facing role
• Strong verbal and written communication skills
• Excellent organizational, time-management, and multitasking skills
• Ability to manage multiple customers and deadlines simultaneously
• Comfortable leading virtual presentations and training sessions
• Strong problem-solving skills and a customer-first mindset
• Ability to quickly learn new software and business processes
• Experience creating professional training materials and documentation
• Proficiency with Microsoft Office, Teams, Zoom, or similar tools
• Ability to work independently and collaborate effectively with internal teams