A Customer Onboarding Specialist will be responsible for setting up new customers ready for success through onboarding calls, training sessions, webinars, and sharing documentation.
The goal of the onboarding process is to make sure customers have appropriate access to the solution, they know how to use the product, and have access to support content they need.
This role will play a critical step in ensuring the success of our clients by getting them started and in connecting them to the appropriate Support level that they have purchased for their upcoming event.
Educating and training our customers on the client’s platform.
Confirming package and service details to ensure these are reviewed during the onboarding call.
Communicate and maintain coordination with internal and external clients and / or stakeholders such as event organizers
Be an expert in our Product and Services
Demonstrate excellent customer and team member service reflecting on the client's values.
Communicate with stakeholders and staff members with empathy, compassion, and professionalism.
Successfully connecting customers with the Support team or their Event Success
Manager for any further assistance required after the Success Call.
Managing a calendar and availability for scheduling Success Calls
Ensuring account details and records are up to date
Any other task or duty as directed by client or management.
Candidate must possess at least a Bachelor’s College Degree
At least 2 to 3 years of relevant work experience in a customer service or training capacity
Knowledge of Hubspot or similar CRM system is an asset
Must have strong attention to detail and can work well under pressure
Has excellent time management and prioritization skills
Ability to flexible to changing demands and challenges and exercise initiative
Exercise empathy and diplomatic exchange in all working relationships
Strong command of the English language, both oral and written
This is for a permanent work from home on a night shift Mondays to Fridays
Amenable to start ASAP
Since 2012, Diversify has created a culture where its people come first. With locations in Makati and BGC, working with Diversify means access to quality work spaces, the latest infrastructure and resources that have made them one of the leading offshore services providers in Metro Manila.
You will immerse yourself in an open, widely diverse office culture where no idea is small enough and you constantly stay engaged with each other.
Dress Code Smart Casual Working Hours 7am - 4pm Spoken Language Filipino & English Benefits Medical, Dental, Misc Allowance Company Size 1,000-1,500 Employees Average Processing Time 2 weeks
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