Onboarding and Training Specialist
✨ AI Summary
Join Search Atlas, an expanding SEO software company and digital agency dedicated to enhancing website performance for clients ranging from Fortune 500 companies to innovative startups. We are seeking a motivated and tech-savvy Customer Training Specialist to conduct group training sessions for a diverse clientele, from individual users to larger strategic accounts. This role is key in empowering our customers with the knowledge and confidence to excel using our platform.
Main Responsibilities:
- Facilitate engaging onboarding sessions via Zoom for trial customers, ensuring a positive initial experience.
- Guide customers through essential features and best practices tailored to their objectives.
- Identify customer needs and success criteria during live interactions.
- Promote trial-to-paid conversions by illustrating clear value and ROI.
- Spot upsell opportunities based on customer engagement and feedback.
- Maintain accurate records of customer interactions in CRM systems.
- Collaborate with Sales, Marketing, and Customer Success teams to enhance the customer journey.
- Provide insights on common customer challenges and feature requests to leadership.
Requirements:
- 2-5 years of experience in Customer Success, Onboarding, or a related SaaS role.
- Proficiency in leading virtual discussions (Zoom experience is essential).
- Proven ability to drive customer engagement and revenue growth.
- Excellent communication and organizational skills.
- Experience with CRM tools like Salesforce or HubSpot.
- Bachelor’s degree preferred or equivalent experience.
