Senior Customer Onboarding Specialist

📋 Description

• Manage customer onboarding: Own a portfolio of customers with varying levels of complexity, leading
• Drive implementation success: Deliver product training, troubleshoot implementation issues
• Anticipate and manage risks: Identify inactive customers, blocked projects, and technical
• Ensure operational excellence: Keep customer onboarding data accurate and up to date in Planhat
• Contribute to continuous improvement: Own at least one cross-functional initiative per semester
• Share customer insights: Collect and structure customer feedback to help Product, Engineering

🎯 Requirements

• Customer-first mindset: Empathetic, service-oriented, and able to explain complex topics clearly.
• Project management: Strong organizational skills and the ability to manage multiple customer
• Autonomy and ownership: Able to make sound decisions, anticipate risks, and drive projects forward.
• Technical curiosity: Comfortable investigating implementation issues and working with technical
• Communication skills: Confident leading customer meetings, delivering training, and facilitating
• Operational rigor: Attentive to CRM data quality, documentation, and follow-up.