Hireframe

Customer Onboarding Specialist

Philippines full-time Mid Salary not listed
full-time Mid level Technology & IT Curated
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About the role

We are a category leading online management software for gyms, martial arts schools, yoga studios and other fitness and wellness businesses. We have an awesome product loved by thousands of businesses and we need your help to partner with our newest customers to facilitate their data migration, configuration & training, in order to ensure they are set up for an enduring relationship with the company.
It’s an exciting time to join, as you’ll be the second Onboarding Specialist for our team and partner with our current Onboarding Specialist and VP of Customer Success to build out our playbooks. We also recently raised a $32.5 million growth investment from Five Elms Capital, positioning our company and team for the next phase of growth.
Duties and Responsibilities

Project manage onboarding for a high volume of customers (20-40 monthly) via phone, email and video calls

Support customers with their data migration via export & import tools

Assess customer specific needs and guide customer configurations accordingly

Train new customers and their staff on the website's functionality

Deliver a world class and efficient customer launch experience

Act as a liaison between the customer and the Product team to represent the customer feedback

Proactively address issues and manage escalations

Collaborate with the Vice President of Customer success to build out Onboarding systems and playbooks

Requirements

2-4 years of relevant onboarding, training, customer service, or project management experience

Motivated by the success of others and helping customers

Experience with data migration & Microsoft Excel

Effective project manager

Ability to communicate effectively in written & verbal form

Attention to detail & organization

Adept at using technology (CRM, Slack, etc) to function effectively in a remote environment

Comfort working at a fast paced and evolving company

Ability to quickly learn new software products & become a product expert

Benefits
Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:

Permanent remote work flexibility

Paid Time Off

Annual performance bonuses

Dedicated coaches offer an extra channel of support and skill-building

Opportunities for professional growth

At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.
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Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT CRM Customer Service Excel Project Management Remote Collaboration Mid level

Likely questions

  1. Tell us about work you have done that is close to the Customer Onboarding Specialist role.
  2. How would you approach your first 30 days at Hireframe?
  3. Which of CRM, Customer Service and Excel have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with CRM, Customer Service and Excel.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Customer Onboarding Specialist role because I can bring practical experience in CRM, Customer Service and Excel, learn the team quickly, and contribute to the outcomes Hireframe needs from this hire.

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