Onboarding Specialist

As an Onboarding Specialist, you will play a pivotal role in our team, collaborating with existing specialists and leadership to create and refine onboarding processes. We need your expertise to assist our newest customers with their data migration, configuration, and training, ensuring they are set up for a long-term, successful relationship with us.

Duties and Responsibilities

• Manage the onboarding process for a high volume of customers (20-40 monthly) via phone, email, and video calls
• Support customers with their data migration using export and import tools
• Assess customer-specific needs and guide the configuration process accordingly
• Train new customers and their teams on the software’s functionalities
• Deliver a world-class and efficient customer launch experience
• Act as a liaison between the customer and the Product team, representing customer feedback
• Proactively address issues and manage escalations
• Collaborate with leadership to build and refine onboarding systems and playbooks

• 2-4 years of relevant experience in onboarding, training, customer service, or project management
• A passion for helping customers succeed and fostering positive relationships
• Experience with data migration and proficiency in Microsoft Excel
• Strong project management skills with the ability to handle multiple customers at once
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Comfortable using technology (CRM, Slack, etc.) to function effectively in a remote work environment
• Ability to thrive in a fast-paced, evolving company
• Quick learner with the ability to master new software products and become a product expert

Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:

• Permanent remote work flexibility
• Paid Time Off
• Health Maintenance Organization (HMO) coverage
• Annual performance bonuses
• Dedicated coaches offer an extra channel of support and skill-building
• Opportunities for professional growth

At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.