Customer Support and Onboarding Specialist
closedTesorio
π΅ $60k-$80k
πRemote - United States
Job highlights
Summary
The job is for a Customer Support and Onboarding Specialist at Tesorio, a financial technology company. The role involves guiding new customers through the onboarding process, providing product demonstrations, developing customized onboarding plans, and resolving customer issues. The candidate should have 3 years of experience in technical support, customer success, and onboarding for SaaS, with prior experience working in a remote environment and for a Series A-C startup serving global customers.
Requirements
- 3 years of experience in technical support, customer success, and onboarding for SaaS
- 1-3 years of experience working in a remote environment
- Prior experience working for a Series A-C startup serving global customers
- Familiarity with a support ticketing system - Jira
Responsibilities
- Welcome and engage new customers by guiding them through Tesorioβs onboarding process
- Conduct product demonstrations, configuration, and training sessions tailored to customer needs
- Develop customized onboarding plans that align with the customerβs specific goals and use cases
- Collaborate with Sales and Customer Success Managers to ensure a smooth onboarding experience
- Work with Tesorio partners to provide project management support across multiple stakeholders
- Proactively engage with customers post-onboarding to ensure continued success and satisfaction
- Research, troubleshoot, and resolve end-user issues via email and live chat, following up to ensure resolution and customer satisfaction
- Validate user-reported issues by reproducing steps, reviewing logs, and identifying potential causes, while documenting findings for internal teams
- Communicate effectively with customers by asking clarifying questions, providing workflow best practices, and offering creative solutions
Preferred Qualifications
- Prior experience in consultative services
- Prior experience in a finance startup
- Prior experience in change management
Benefits
- Competitive salary, commission plan, and stock options
- Opportunity to work in a high-growth SaaS company with a strong, results-oriented culture
- Comprehensive Health Insurance (Medical, Dental & Vision)
- Paid vacation, sick time, and company holidays
- Long-Term Disability Coverage
- 401(k) Plan
- Stipends for Health & Wellness and Personal Growth
- Choice of Mac or Windows laptop
- Noise-canceling headphones
- Choice between a home office buildout or expensing a co-working space
This job is filled or no longer available
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