Onboarding Specialist, North America

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Biotechnology, Event Technology, SaaSIndustries

Requirements

Candidates must possess strong English communication skills, both written and verbal, with the ability to explain technical concepts clearly to non-technical audiences. Experience in customer service, software onboarding, or integration is required, along with familiarity with CRM systems. The role also requires enthusiasm, curiosity, initiative, commitment, professionalism, a strong work ethic, and the ability to thrive in a fast-paced, changing environment. Experience presenting to customer groups virtually is necessary, and a passion for languages, accessibility, and event technology is a plus. Candidates can be located anywhere in the US & Canada.

Responsibilities

The Onboarding Specialist will serve as the primary point of contact for new clients, guiding them through the onboarding process and ensuring their success with Wordly solutions. This includes understanding client business and technical needs, leading onboarding kick-offs, training workshops, and ad-hoc meetings. The specialist will train customers on platform usage through coaching sessions and by answering questions via video and email, providing technical and consultative support, and guiding clients on best practices. They will also assist the Customer Success Team with workflows and data for tracking and reporting, act as a customer advocate to inform product and marketing teams, and contribute to the development and improvement of the onboarding playbook. Additionally, the role involves participating in first-line customer support, including answering emails and chats, investigating and troubleshooting customer issues, and taking turns on the 24/7 emergency line.

Skills

Customer Success

Client Relationship Management

Customer Service

Problem Solving

Communication

Technical Explanation

Event Technology

Coaching

Product Feedback

Marketing Feedback

Design Feedback

English Proficiency

Workday

Cloud applications for finance and HR management

About Workday

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.

Pleasanton, CaliforniaHeadquarters

2005Year Founded

$209.4MTotal Funding

IPOCompany Stage

Consulting, Enterprise SoftwareIndustries

10,001+Employees

Benefits

Flexible Work Hours

Hybrid Work Options

Performance Bonus

Stock Options

Professional Development Budget

Conference Attendance Budget

Risks

Emerging HR tech startups like Buk could challenge Workday's market share.

Dependency on third-party platforms like Udemy may complicate service delivery.

Strategic shifts under new leadership could disrupt existing customer relationships.

Differentiation

Workday is a leader in cloud-based HCM and ERP solutions for large enterprises.

The company offers a subscription model ensuring steady revenue and continuous software updates.

Workday's focus on employee engagement tools like Peakon sets it apart in the market.

Upsides

Increased demand for cloud HCM solutions boosts Workday's market potential.

AI-driven analytics enhance Workday's financial management offerings with predictive insights.

Workday's partner ecosystem expansion, like with MetLife, opens new customer opportunities.

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