Housecall Pro
1001 - 5000 employees
Founded 2013
💼 Consulting
📦 Logistics
📣 Marketing
Consulting • Logistics • Marketing
Housecall Pro is a business management software for home service professionals, providing tools for scheduling, dispatching, invoicing, payment collection, and more. It is designed to improve efficiency and profitability for companies in industries such as HVAC, plumbing, electrical, and other home service sectors. The software includes features like QuickBooks integration, enhanced reporting, customer management, and mobile accessibility, and is trusted by thousands of businesses to automate and streamline their operations.
Client Onboarding Specialist
🕒 May 12
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Housecall Pro
1001 - 5000 employees
Founded 2013
💼 Consulting
📦 Logistics
📣 Marketing
Consulting • Logistics • Marketing
Housecall Pro is a business management software for home service professionals, providing tools for scheduling, dispatching, invoicing, payment collection, and more. It is designed to improve efficiency and profitability for companies in industries such as HVAC, plumbing, electrical, and other home service sectors. The software includes features like QuickBooks integration, enhanced reporting, customer management, and mobile accessibility, and is trusted by thousands of businesses to automate and streamline their operations.
📋 Description
• Own relationships during the initial onboarding phase for new Pros, including account activation and transition, adoption and product utilization, relationship building, and delivery of product and service value • Serve as the primary and dedicated resource for Pros during their early lifecycle, ensuring a smooth transition from sales through onboarding • Reinforce and “resell” the value of HCP, helping Pros build confidence in their decision and driving early product adoption • Communicate client information, trends, and feedback across Sales, Marketing, Engineering, and Tech Support • Partner cross-functionally to support Pro success, especially with Account Managers to mitigate risk, drive retention, and ensure long-term growth • Develop, prepare, and nurture Pros for advocacy using a consultative and empathetic approach • Identify expansion opportunities, recommend improvements, and proactively improve the Pros experience • Manage details, timelines, and actions to drive efficiency • Improve Pros opportunities using qualitative and quantitative analysis • Develop processes that exceed customer expectations in support delivery • Troubleshoot technical issues and apply deep product knowledge to develop solutions
🎯 Requirements
• 1–3+ years of full-time experience in customer success, implementation, or sales • Bachelor's degree or equivalent experience in a related field • Proven success developing relationships with new customers and exceeding success metrics • Ability to work Monday–Friday, 11am–8pm PST • Advanced English proficiency • Self-starter with motivation, drive, and ability to work in a fast-paced environment • Strong problem-solving skills • Excellent written and verbal communication skills • Prompt attention to detail • Strong time-management and organizational skills • Experience using AI tools to increase work quality and efficiency • Ability to learn from scratch and thrive in new environments
🏖️ Benefits
• Paid holidays and flexible, take-it-as-you-need-it scheduled time off • A culture built on innovation that values big ideas, no matter where they come from • Health care insurance (medical, dental, vision, disability) • Employee assistance program • 401(K) • Flexible time off • Paid parental leave • Tech reimbursement • Other company benefits
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