Onboarding Associate

The Bumpa Expert – Onboarding Associate is essential in facilitating the successful onboarding of new merchants at Bumpa. As the first point of contact after subscription, you will guide merchants through the setup process, helping them automate their operations and achieve their initial milestones, such as processing orders and managing payments effectively.

Main Responsibilities:

• Provide proactive guidance to new merchants during the onboarding journey via calls and emails, ensuring a seamless initial experience.
• Act as a trusted advisor by understanding merchants' business needs and demonstrating how Bumpa can support their success.
• Utilize consultative selling techniques to identify customer challenges and showcase Bumpa’s value.
• Collaborate with Merchant Success managers to enhance engagement and retention across the merchant network.
• Advocate for merchants' needs by communicating feedback to product teams and ensuring their concerns are addressed.
• Proactively identify potential issues to prevent escalation and maintain high customer service standards.
• Track performance metrics and contribute to team goals through accurate record-keeping.
• Assist with additional tasks as assigned by your manager.

Requirements:

• Bachelor’s degree in a relevant field.
• 2-3 years of customer service or onboarding experience, preferably in B2B.
• Proficient in cold calling and email outreach.
• Self-motivated, tech-savvy, and quick to adapt in a fast-paced environment.
• Excellent communication and relationship-building skills.
• Strong analytical capabilities and familiarity with Freshdesk CRM, Slack, and Google Suite is a plus.