Onboarding Consultant
BonterraFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
The ideal candidate possesses strong English communication skills, both written and verbal, and experience in customer service, software onboarding, or integration. Familiarity with CRM systems is necessary, and preference will be given to candidates who also speak Spanish. The role requires enthusiasm, curiosity, initiative, commitment, professionalism, and a strong work ethic, with the ability to thrive in a fast-paced environment and present to customer groups virtually. Experience in the events industry is a plus.
The Onboarding Specialist will serve as the primary point of contact for new clients, guiding them through the onboarding process and understanding their business and technical needs. Responsibilities include leading onboarding kick-offs, training workshops, and meetings, providing technical and consultative support, and coaching customers on platform usage. The specialist will also act as a customer advocate, assist the Customer Success Team with data tracking and reporting, and contribute to the development of the onboarding playbook. Additionally, the role involves handling first-line customer support, including answering emails and chats, troubleshooting issues, and participating in an on-call rotation for emergency support.
Cloud applications for finance and HR management
Workday provides enterprise cloud applications that focus on finance and human resources for medium to large-sized businesses across various industries. Its main products include Workday Human Capital Management, Workday Financial Management, Workday Adaptive Planning, and Workday Student, which help organizations manage their workforce and streamline financial operations. The software operates on a subscription model, allowing clients to pay a recurring fee based on the number of users and specific modules needed. This model supports continuous updates and improvements to the software. Workday stands out from competitors due to its strong emphasis on customer satisfaction and employee engagement, offering tools like Workday Peakon Employee Voice to enhance workforce experience. The company's goal is to provide essential tools that improve operational efficiency and support businesses in managing their human resources and financial operations effectively.