Senior Onboarding Consultant

🕒 June 16

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Docusign

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2003

⚖️ Legal

📦 Logistics

💼 Consulting

Legal • Logistics • Consulting

Docusign is a leading provider of electronic signature technology and Intelligent Agreement Management (IAM), enabling organizations to create, manage, and secure agreements digitally. It simplifies contract lifecycle management, automates document processes, and facilitates customer experiences by transforming agreement data into actionable insights. With a trusted platform used by millions worldwide, Docusign helps businesses reduce risk, save time, and improve efficiency in various sectors, including financial services, insurance, real estate, and government.

📋 Description

• Deliver a best-in-class customer onboarding experience • Drive the onboarding engagement from kick-off to project completion • Discover customer needs and business objectives • Use knowledge around the Docusign platform to identify areas of opportunity • Review existing customer workflows to identify areas for optimization • Complete customer-facing work through a combination of zoom calls, phone calls and emails • Follow a defined playbook and use required tools to track customer onboarding • Interact with customers via verbal and written communication • Guide customers in the build and testing of their use case • Enable customers to be self reliant following their implementation • Mitigate risks proactively to ensure timely execution • Manage a high volume of projects and stay up to date with relevant notes • Stay current and consistently improve knowledge on the latest product features • Contribute to the growth and evolution of the Customer Onboarding program • Work with customers from both regions; North America and Latam

🎯 Requirements

• Bachelor’s Degree • 5+ years of customer service experience in the Software as a Service Industry • Business level proficiency for written and spoken English • Fluent or native speaker in Portuguese and Spanish • Experience in a customer facing, advisory, support or consulting delivery roles

🏖️ Benefits

• Accommodation • Reasonable accommodations for qualified individuals with disabilities