Onboarding Specialist

Summary

Join RevenueWell as an Onboarding Specialist and play a vital role in ensuring the successful launch of client websites. You will guide clients through the onboarding process, collect necessary information, and collaborate with internal teams. Your strong communication, attention to detail, and project management skills will be essential. This role involves client consultations, coordinating with design and development teams, performing quality assurance checks, and providing client training. The ideal candidate possesses a Bachelor's degree or equivalent experience, along with 2+ years in customer onboarding or success, preferably in a SaaS environment. RevenueWell offers competitive compensation, a bonus structure, a laid-back work environment with remote flexibility, and comprehensive benefits.

Requirements

• Possess a Bachelor's degree in a relevant field or equivalent practical experience
• Have 2+ years of experience in customer onboarding or customer success, preferably in a SaaS company, website development agency, or a similar technology-focused environment
• Demonstrate excellent communication skills, both written and verbal, with the ability to effectively convey technical concepts to non-technical clients
• Possess strong organizational and time management abilities, with a keen eye for detail and the ability to multitask effectively
• Show proficiency in using website builders, content management systems (CMS), or similar web development tools
• Demonstrate technical aptitude and the ability to troubleshoot basic technical issues
• Be self-motivated with the ability to work independently and take ownership of tasks in a fast-paced environment
• Possess exceptional interpersonal skills and a customer-centric mindset
• Demonstrate analytical and problem-solving skills, with the ability to think critically and propose creative solutions
• Show enthusiasm for learning and staying up-to-date with the latest industry trends and technologies

Responsibilities

• Serve as the main point of contact for clients throughout the onboarding process, providing timely and clear communication regarding project status, requirements, and timelines
• Conduct thorough client consultations to understand their website needs, goals, and brand identity
• Collect and organize all necessary information, including content, images, branding materials, and technical specifications, to ensure a smooth transition to the development team
• Collaborate closely with the design and development teams to relay client requirements, provide clarifications, and ensure the website aligns with the client's vision
• Coordinate project schedules and milestones, ensuring timely completion of tasks and adherence to project timelines
• Perform quality assurance checks to ensure that the website meets client specifications, is error-free, and functions optimally across different devices and browsers
• Provide training and support to clients on how to manage and update their website content through our content management system
• Maintain accurate and detailed documentation of client interactions, requirements, and project progress in our internal systems

Preferred Qualifications

Familiarity with basic web design best practices

Benefits

• Competitive Compensation: This position offers a base salary and bonus
• Employees who demonstrate successful goal attainment and commitment will have the opportunity for career growth and advancement in the organization
• Entrepreneurial Culture: You manage your business. We strongly encourage our Employees to leverage their skill sets and creativity to provide the best service and solutions to our current clients
• Work/Life Balance: A super laid-back environment where hustle goes a long way and work is enjoyable. A true Work Hard Play Hard mentality. We believe in working hard, for our clients every day while ensuring satisfaction in your role and ample time to enjoy activities outside of work. Along with having remote flexibility
• Great Benefits: Several comprehensive benefit offerings to choose from and a no-wait 401k plan with company match