Senior Customer Onboarding Specialist, Midmarket (Central, West US)
EvenUpSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Software as a ServiceIndustries
Requirements
Candidates should possess 2+ years of experience in onboarding, implementation, customer success, or a technical account management role within a SaaS or tech company, demonstrating familiarity with IT infrastructure, SaaS platforms, APIs, and software integrations.
Responsibilities
As an Onboarding Specialist, you will deliver engaging, tailored training sessions for new clients, educate users on platform features and best practices, lead technical onboarding and configuration of new client accounts, collaborate with the Technical team to troubleshoot setup issues, serve as the trusted advisor for new clients during onboarding, proactively manage communication and support needs, act as a liaison between clients and internal teams, capture client feedback and share insights, provide consultative guidance to align platform use with clients' goals, ensure a seamless handoff to the Customer Success Manager, document key account insights, and drive initiatives to optimize and automate onboarding processes.
Skills
SaaS
IT Infrastructure
SaaS Platforms
APIs
Software Integrations
Customer Success
Technical Account Management
Troubleshooting
Communication
Client Management
Consultative Guidance
Documentation
Automation
Workrise
Source-to-pay solution for energy sector
About Workrise
Workrise offers a source-to-pay solution specifically designed for the energy sector. Their platform combines specialized software with expert teams to improve collaboration between energy companies and their suppliers. This system streamlines the procurement process, making it faster and more efficient. Workrise supports the entire procurement lifecycle, from sourcing to payment, ensuring that large energy corporations and their supply chain partners can work together effectively. Unlike competitors, Workrise emphasizes the integration of technology with human expertise, which enhances operational speed and efficiency. The company's goal is to optimize procurement processes in the energy market, ultimately benefiting both suppliers and energy companies.
Austin, TexasHeadquarters
2014Year Founded
$702.8MTotal Funding
SERIES_ECompany Stage
Energy, Enterprise SoftwareIndustries
501-1,000Employees