CUSTOMER ONBOARDING SPECIALIST
Business Community: Education & Training, supporting the UK, EMEA, and North America
Location: UK Remote
Reports to: Training Manager
This is an exciting opportunity to join and be the first UK based Customer Onboarding Specialist! You’ll bring your passion for providing exceptional customer experiences to our customers, and play a pivotal role in our international expansion. As a pioneer for Customer Onboarding, this is a chance to build something new and make a difference.
The Team:
The Education and Training team is behind the University and customer training. Using our diverse skill set, we transform complex and technical subject matter into thoughtful and approachable content for customers and the broader quality community.
Education provides value through increased adoption of the product suite. Our content promotes knowledge and application of product features, informs our customers about test automation strategy, empowers them to use our products confidently as part of our Synergy customer onboarding methodology, and raises visibility within the Salesforce testing community.
The Role:
The Customer Onboarding Specialist role will be the centre of enablement and product education in the UK, EMEA, and North America. You’ll guide customers through the configuration and implementation of our products, ensuring they swiftly see real value from them.
You’ll use technical expertise, project management and consulting skills to deliver onboarding programs that meet each customer’s requirements. You’ll work across our Sales, Success and Service teams to provide solutions that drive customer adoption.
Additionally, you’ll interact with customers in the Community forum by answering questions and sharing content. You’ll be training and certifying new consulting partners and internal hires, and working cross-functionally with other teams to keep content and materials updated.
Key Responsibilities and Accountabilities:
You’ll be responsible for:
* Working with Sales to scope projects pre-contract and set clear onboarding expectations
* Planning and delivering end to end onboarding for new customers, acting as their primary point of contact
* Proactively identifying opportunities for customers to maximise ROI
* Hosting kick-off meetings with key stakeholders to agree project objectives
* Monitoring progress at checkpoints to ensure adoption and troubleshoot issues
* Enabling internal technical team members to provide external training to new and existing customers
* Staying current with updates and share these with customers and the community as appropriate
* Proactively take ownership of training materials and work with cross-functional teams to create training content as needed (i.e., Product and Engineering)
* Continued self-growth and learning new topics relevant to customers (i.e., DevOps, integrations, AI, new technologies).
* Contributing largely to knowledge content and customer enablement through Forum engagement
Required Capabilities:
* Experience of onboarding customers remotely and on-site
* Background in customer-facing roles, and a Customer First approach
* Excellent communication, presentation and training skills
* Strong understanding of Quality Assurance and/or application Testing and its need
* Strong understanding of the Salesforce platform and experience working with it regularly
* Interpersonal and teamwork skills, able to establish strong working relationships with key stakeholders
* Ability to work proactively
* Ability to lead and own a project from start to finish
Desired Capabilities:
* DevOps knowledge, especially in the Salesforce ecosystem
* Want to make AI a reality for our customers
* Testing and/or QA experience
* product suite experience
* Salesforce experience