What are the responsibilities and job description for the Onboarding Specialist position at CBI Remote?
Set our customers up for success
CB Insights is looking for an onboarding specialist to provide a world class training experience to our new customers.
The role you'll play:
You will join our Customer Success Team as an Onboarding Specialist and will be part of the face of our Customer Experience. In this role, you will ensure that our customers are properly set up and trained on the CB Insights platform. You will also provide a consultative experience with our customers during their first 4-5 weeks, and help set them up for success by working with them on projects and initiatives.
You will work alongside three other Onboarding Specialists and will collaborate on different strategies to drive customer engagement.
We are looking for someone who is a self starter and not afraid to get their hands dirty. This role provides a great opportunity for long term career growth at a tech company that works with the most sophisticated companies in the world.
About the Customer Success Team:
Working on our team is unique mostly because of our amazing clients, the problems we are helping them solve, and our team's diversity.
Every day our team speaks with the best and brightest people at Fortune 500 companies. Our clients are looking to us to help them solve interesting challenges on how some of the largest organizations in the world are adapting to emerging tech trends. Being a part of the CBI Customer Success team means being a part of that equation.
The uniqueness of the CS Team is driven by our group's diversity. You can look around and you'll find very few people with similar backgrounds. We each bring our own story which creates a very special environment for creativity, fun, strategy, and success.
Your Main Tasks:
- Become an expert in the CB Insights platform and customer use case
- Set up access for new users on the CB Insights platform
- Provide consultative training through phone calls and emails during the first 4-5 weeks of the customer lifecycle
- Identify opportunities to drive customer engagement
- Establish yourself as a dependable, solution-oriented expert who can creatively and professionally advise customers on CBI best practices
- Work closely with our Customer Success Managers on strategies to ensure a smooth customer relationship
- Document all customer notes and details to ensure a smooth transition to the Customer Success Managers
- Put together any training material for our customer Help Center that you think will improve the Onboarding experience
What you bring to the table:
- Proven results in a prior role
- College degree
- Commitment to delivering an outstanding customer experience
- Self starter- motivated to take initiative on tasks and projects
- Advanced verbal and written communication skills
- Energized by consulting customers and solving problems
- Well organized, must be able to manage multiple assignments simultaneously
- Experience with Google Sheets, Salesforce and Excel is a plus