Customer Onboarding Specialist

Our client transform back-of-house tech for the hospitality industry, replacing outdated processes with AI-driven solutions. This helps top hotel brands focus on delivering exceptional guest experiences while ensuring efficient operations.

Key Requirements:

🔹 2+ years of experience in an onboarding, implementation, or customer success role, preferably in a tech startup or software company;
🔹 Experience in the hospitality industry or working with hospitality software solutions is a plus;
🔹 Excellent communication and interpersonal skills, with the ability to convey technical information to non-technical users;
🔹 Strong organizational and project management skills, with the ability to manage multiple onboarding projects simultaneously;
🔹 Problem-solving mindset with a proactive approach to addressing client needs and challenges;
🔹 Proficiency in using onboarding and CRM tools;
🔹 Bilingual English/Spanish;
🔹 Bachelor’s degree in business, Hospitality Management, Information Technology, or a related field, or equivalent experience;

What you will do:

🔹 Lead the onboarding process for new clients, ensuring a smooth and efficient transition to our platform;
🔹 Conduct personalized training sessions and create comprehensive onboarding materials to educate clients on our software’s features and functionalities;
🔹 Develop and maintain an onboarding timeline and checklist, tracking progress and addressing any issues that arise;
🔹 Assist clients in setting up and configuring our software to meet their specific needs and requirements;
🔹 Collaborate with clients to understand their business processes and provide tailored solutions to optimize their use of our platform;
🔹 Serve as the primary point of contact for clients during the onboarding phase, providing timely and effective support;
🔹 Troubleshoot and resolve any technical issues or challenges clients may encounter during the implementation process;
🔹 Build strong, long-lasting relationships with new clients, ensuring a positive onboarding experience;
🔹 Gather feedback from clients to continuously improve the onboarding process and enhance customer satisfaction;
🔹 Work closely with the sales team to understand client expectations and ensure a smooth handoff from sales to onboarding;
🔹 Collaborate with the product team to provide feedback on user experience and suggest improvements based on client needs;
🔹 Maintain detailed records of onboarding activities, client interactions, and progress;
🔹 Generate regular reports on onboarding status, client feedback, and areas for improvement.