Client Onboarding Specialist
Core
Ensure seamless onboarding and early adoption for home service professionals (Pros) using the Housecall Pro platform.
Role type
Client Onboarding Specialist (Customer Success)
Builds
Customer adoption and retention for home service businesses
Domain
Home services / SaaS
Deliverable
product features
Required skills
Customer success, account activation, relationship building, cross-functional collaboration, consultative selling, technical troubleshooting, qualitative and quantitative analysis, process development
Preferred skills
AI tool usage, self-starter mindset, adaptability
Technologies
Housecall Pro platform
Responsibilities
Own the initial onboarding phase including account activation and transition; serve as the primary resource for Pros during early lifecycle; reinforce product value and drive early adoption; communicate client feedback across teams; partner with Account Managers to mitigate risk and drive retention; develop processes to exceed customer expectations; troubleshoot technical issues with deep product knowledge
Seniority
Mid-level, hands-on IC
