Boardable makes software for nonprofits to boost board member engagement and streamline remote collaboration. Backed by Base10 Partners.
About the role
Boardable is seeking an Onboarding Specialist to guide new customers through a successful onboarding experience and help them feel confident using Boardable from the start. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 2 to 4+ years of experience in SaaS onboarding, implementation, customer success, training, project management, or a related customer-facing role
- Experience managing multiple customer onboarding or implementation projects simultaneously
- Strong presentation and facilitation skills with the ability to lead both one-to-one and one-to-many customer training
- A consultative approach to customer conversations with strong discovery, active listening, and needs identification skills
- Ability to understand customer goals and workflows and connect those needs to opportunities for greater adoption and value from Boardable
- Commercial awareness and the ability to recognize potential expansion opportunities and effectively transition them to Account Management
More about this role
Boardable is seeking an Onboarding Specialist to guide new customers through a successful onboarding experience and help them feel confident using Boardable from the start.
This highly customer-facing role will support multiple onboarding paths based on each customer’s needs and purchased services. The Onboarding Specialist will deliver scalable Foundations onboarding through live webinars, provide dedicated one-to-one onboarding for customers who purchase Onboarding Services, and coordinate more complex implementations that include data migration.
As one of the first customer-facing partners customers work with after purchasing Boardable, the Onboarding Specialist will also play an important role in understanding each organization’s broader needs. Through thoughtful discovery and active listening, this person will help customers identify how they can get the most value from Boardable while surfacing potential expansion opportunities for Account Managers to nurture.
The ideal candidate is an engaging trainer, strong project manager, and consultative customer partner who can manage a high volume of customers while providing a consistent and effective onboarding experience.
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