SaaS Onboarding and Implementation Specialist

Summary

Join WhatConverts as an Enablement Specialist and be the welcoming face of our software. As a dynamic SaaS company, we offer a comprehensive lead tracking solution for marketers. In this role, you'll ensure new customers move smoothly through onboarding/implementation, train them on the product efficiently, and support the Sales department by upselling and hosting discovery calls or demos.

Requirements

• Must be located in EST time zone to qualify
• 2+ years of experience in a combination of corporate onboarding and technical support roles, previous SaaS experience is required
• Strong knowledge of Google Analytics, or similar web analytics experience
• Must have prior hands-on experience working within a CRM
• A willingness to learn new things as our company grows

Responsibilities

• Be the first point of contact after a new customer enrolls in product trial; answering any immediate questions and establishing positive customer relationships
• Serve as a trusted advisor and platform expert who helps new users navigate through WhatConverts; hosting onboarding calls and support sessions as necessary
• Conduct onboarding calls with new customers that are engaging, purposeful, and effective
• Perform product demonstrations for customers who enroll in a product trial period organically
• Conduct analytical review of usage for customers in trial; ensuring their accounts are healthy and the customer is gaining max benefit from the WhatConverts product before making financial commitment
• Work closely with both Support Team and Sales Team; including providing assistance in responding to incoming support requests and/or sales inquiries

Benefits

• Remote first company - we believe in breaking down barriers of bureaucracy and empowering our remote team members to work agilely to accomplish more in a shorter amount of time
• Health/Wellness - we offer a variety of premium medical insurance plans, as well as dental and vision insurance
• Employee support - we provide an Employee Assistance Program (EAP) that offers counseling, legal, debt management, and travel assistance services free of cost to our employees
• Time off - in addition to paid holidays, WhatConverts offers both flexible time off and competitive PTO plans