Technical Onboarding Specialist

Opus1.io, a fast growing SaaS CRM. tailored for music and performing arts schools, is on a mission to revolutionize the way music education businesses interact with their clients.

Our Customer Experience team is passionate about delivering exceptional client experiences and driving product adoption. As we continue to expand, we’re seeking an Onboarding Specialist who will play a crucial role in ensuring our clients' success.

Key Responsibilities:

Client Data Migration and Setup 

• Lead data migration from existing systems, including client, scheduling, and service information

• Configure business settings (open hours, room assignments) and create self-booking links for lessons and classes

• Set up services, payment plans, and workflows for smooth client operations

Support During Migration 

• Act as the client’s main contact during migration, troubleshooting issues and ensuring smooth progress

• Conduct check-ins and adjust configurations to meet client needs

Training and Go-Live

• Provide training to help clients use Opus1 effectively and ensure they are ready to go live

• Test all configurations and prepare clients for independent system use

Efficiency and Collaboration

• Streamline the migration process for faster onboarding and reduced support tickets.

• Collaborate with internal teams for a smooth post-onboarding handoff

Our idea of a perfect candidate is someone who…

• Has experience leading data migrations from existing systems, including the transfer of client, scheduling, and service information.

• Demonstrates technical expertise in configuring essential business settings (such as open hours and room assignments) and creating self-booking links for lessons and classes.

• Possesses strong analytical skills to troubleshoot migration issues and ensure smooth progress, with excellent communication skills to keep clients informed throughout the process.

• Provides comprehensive training to help clients effectively use Opus1, ensuring they are prepared to go live by testing all configurations and enabling independent system use.

• Has a meticulous attention to detail, streamlining the migration process for faster onboarding and reducing support needs.

Works collaboratively to ensure a seamless post-onboarding handoff with internal teams, enhancing the overall client experience.

You're a solid fit for this position if...

• Your analytical skills allow you to quickly identify and troubleshoot issues during migrations, ensuring seamless transitions for clients

• You possess excellent communication skills, able to effectively collaborate with internal teams, stakeholders, and clients throughout the migration process

• Your attention to detail and organizational abilities enable you to streamline processes, reduce support tickets, and ensure a smooth post-onboarding handoff

• You enjoy working closely with others to enhance the overall client experience, valuing teamwork and cross-functional cooperation