Customer Success Onboarding Specialist – Agency

Job not on LinkedIn

🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $65.4k - $78k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Canopy Connect

WebsiteLinkedInAll Job Openings

11 - 50 employees

🛡️ Insurance

☁️ SaaS

🔌 API

💰 Seed Round on 2020-06

Insurance • SaaS • API

Canopy Connect is a company that provides a data intake platform specifically designed for insurance verification and monitoring. The company's platform helps insurance agencies collect verified and detailed insurance information quickly and efficiently, improving the quote-building process. Canopy Connect offers an API that provides access to fully structured insurance data, enabling integration with various software systems such as raters, CRMs, and AMS. The platform is widely used by insurance agencies, networks, insurtechs, and other organizations in the insurance ecosystem to streamline operations and enhance the customer experience. The company emphasizes security and compliance, with end-to-end encryption and SOC II Type 2 Certification.

📋 Description

• Ensure Canopy Connect’s agency customers are successful with the product • Help clients grow their businesses by selling more premium with less effort • Implement sales enablement software for agency customers • Deliver software demos and training in a high-volume environment • Deliver online training to groups of up to 50 people • Consult with clients from varied technical backgrounds

🎯 Requirements

• 2 years of experience implementing sales enablement software in professional service companies (e.g. insurance, wealth planning, accounting etc.) • Demonstrated ability to work with clients from a variety of technical backgrounds • Experience delivering software demos and training in a high volume environment • Experience delivering online training to groups of up to 50 people • Ability to learn different platforms quickly (e.g. CRM, AMS, Raters) • Authorized to work in the United States or Canada

🏖️ Benefits

• Company-sponsored health, dental and vision insurance for employees and dependents • Generous equity grants • Unlimited paid time off • Fully distributed remote team • $1,000 home office stipend • Friday lunch reimbursement • 401K with a 3.5% match