Onboarding Specialist

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🕒 April 10

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Logo of steercom - Key Message. Delivered.

steercom - Key Message. Delivered.

1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

B2B • Enterprise • Productivity

steercom is a company that specializes in helping individuals and organizations to communicate complex ideas more effectively. They use the Pyramid Principle as a core methodology to structure thoughts and deliver key messages in both verbal and written forms. steercom provides various tools and services such as the Pyramid Builder, Pyramid Visualizer, and Pyramid Speaker to enhance presentation skills and communication strategies. They offer programs and coaching focused on customer obsession, sales excellence, and effective negotiation, targeting executives and leaders who need to convey their ideas clearly and compellingly. Their team comprises experienced coaches with backgrounds in strategy consulting and management.

📋 Description

• Manage the end-to-end onboarding of customers using for multiple products including initial outreach, requirements gathering, and setup coordination • Tailor and configure customer-facing templates based on client inputs and business goals – no custom development required, but small updates and adjustments will be common • Implement scheduling tools and CRM. This includes integration, configuration, training and enablement. • Serve as the primary point of contact for customers throughout their onboarding journey, delivering a high-touch experience and responsive support • Troubleshoot technical issues and coordinate timely updates to live configurations as needed • Collaborate closely with teammates focused on integrations, scheduling, and CRM setup to create a seamless onboarding experience • Own the free trial to paid conversion process to ensure customer adoption • Seeks out new knowledge and approaches problems with a mindset of exploration in regards to AutoOps and Steer Products

🎯 Requirements

• 2+ years of experience in customer onboarding, customer success, or implementation support - ideally in a SaaS or digital tools environment • Experience managing a client-facing product or tool on behalf of customers (e.g., configuring, launching, or supporting a templated platform, dashboard, or embedded experience) • Strong communication skills • Customer-first mindset • Ability to manage multiple onboarding projects at once, with strong organization and follow-through • Proactive, resourceful, and ownership-driven - you anticipate needs and take initiative • Experience with KPIs, including Time to Live and Time to Onboarding Complete • Experience with a CRM such as Hubspot, Salesforce, etc… • Experience onboarding and training on multiple products or modules

🏖️ Benefits

• 100% remote work environment • Medical, Dental and Vision insurance within 30 days • 100% employer-paid medical insurance • Equity package • Flexible PTO with 15 days minimum • Generous Parental Leave • FSA and HSA options • 401(k) • Growth & Wellness Stipend • WFH Equipment • Chance to work with the latest technology • A collaborative, high ownership culture • Opportunities for development and career growth

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