Onboarding Specialist, East
In this role you will work with account managers to implement first-time customers and facilitate the introduction of new functionality for existing customers. The successful candidate will be self-motivated, a skilled verbal and email communicator and in possession of practical skill in Windows, Office, the Mac and the iPad.
Responsibilities:
- Follow the standard process and best practices to bring boards online in the stipulated timeframe
- Manage the provisioning process, including the creation of groups/users, custom objects/fields and page layouts
- Deliver end user training, which may include technical personnel, senior and c-level executives, administrative staff
- Maintain a high level of process quality and consistency as well as an excellent relationship with the customer
Required Skills/Experience:
- Track record managing multiple projects under tight deadlines
- Strong interpersonal skills, conducive to team development
- Works independently, has good judgment and consistent follow-through
- Understanding of the desktop/laptop environment with the ability to troubleshoot basic network connectivity issues. (Mac experience a plus)
- Skilled with Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
- Familiarity with iPad and Apple iTunes a plus
- Solid, functional Salesforce.com application knowledge
- Comfortable in their interaction with board members and executives
- Ability to work effectively with demanding customers
- Ability to communicate technical concepts in simple of terms
- Strong written and verbal communication skill
- BA or BS degree
- 3-5 years relevant work experience
- Remote work, prefer candidate within eastern region
- 10% travel (negotiable)
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