Customer Success Onboarding Specialist driving customer adoption and success for SMBs at Constant Contact. Lead onboarding processes and provide strategic support for customer engagement.
Responsibilities
Lead and execute the onboarding process for SMB customers, guiding them in deploying and utilizing core fundamentals of marketing and features efficiently.
Collaborate with customers to align with their business goals and establish clear onboarding milestones.
Provide proactive, strategic support through various communication channels, including video messages, voicemails, emails, and texts, allowing customers to consume information at their own pace.
Monitor and analyze customer usage, process, and product adoption, adjusting the engagement strategy to align with customers' evolving needs and business goals.
Champion the use of scalable practices by directing customers to existing self-service resources like our video series, knowledge base articles, pre-recorded webinars, and blogs.
Curate and share relevant industry insights and best practices to empower customers in their marketing efforts.
Serve as a product expert, addressing customer queries, providing solutions, and guiding them to the appropriate resources.
Offer personalized avenues for customers to schedule one-on-one consultations and deep-dive sessions to address complex challenges.
Exhibit a trainer-inspired presentation style, marked by a welcoming and charismatic approach that encourages customers to comfortably share their needs, fostering a consultative and engaging experience.
Drive SMB customers toward achieving their business goals through optimal use of our services.
Leverage proficiency in industry marketing best practices to support the overall alignment of Constant Contact within their marketing strategy.
Requirements
Previous experience in a Customer Success role or equivalent experience required.
2+ years of experience in a customer-facing role, preferably in a SaaS environment.
Strong Constant Contact product knowledge and the ability to learn quickly.
Excellent written and verbal communication skills.
Proven ability to manage multiple projects at a time while maintaining strict attention to detail.
Comfortable working in a fast-paced environment.
Proven track record of successfully managing large customer bases.
Creative and consultative approach to problem-solving and customer engagement.
Customer Onboarding Coordinator at Kolmeo facilitating onboarding of new clients to the property management software. Collaborating with the customer support team to enhance user experience and satisfaction.
Onboarding Specialist managing dealer and partner engagement. Collaborating with teams to support account strategies and enhance customer satisfaction at RouteOne.
Customer service representative serving as the first point of contact for prospective ADI Global customers. Guiding customers through the ADI account setup process and collaborating with internal teams.
Analyst supporting onboarding and sales service in Commercial Banking for clients. Ensuring accurate account maintenance and establishing strong client relationships within CIBC.
HR Onboarding Specialist providing an excellent onboarding experience for employees and contractors at Giving Home Health Care. Supporting compliance and maintaining records in a collaborative environment.
Onboarding Specialist managing client transitions for registered investment products at U.S. Bank. Collaborating with internal teams to ensure smooth integration and ongoing servicing.
Onboarding Manager ensuring customer satisfaction for Bigblue’s logistical operations in Spain. Managing project onboarding, customer interactions, and operational improvements in a client - facing role.
Finance Onboarding Specialist at C.A. Fortune facilitating financial onboarding for new clients. Collaborating across departments to support seamless client experiences and reconcile commissions.
Onboarding Manager guiding new clients in effective use of Legal Tech platform. Collaborating with product teams and providing personalized training for customer success.