Customer Onboarding Specialist
Remote
Core
Ensure seamless onboarding and early adoption for home service professionals (Pros) using the Housecall Pro platform.
Role type
Customer Onboarding Specialist
Builds
Customer adoption and retention for SaaS platform
Domain
Home services / SaaS
Deliverable
product features
Required skills
Customer success, account activation, cross-functional collaboration, data analysis, technical troubleshooting, product knowledge
Preferred skills
AI tools usage, consultative approach, process development
Responsibilities
Own relationship during initial onboarding phase, serve as primary resource for early lifecycle, reinforce product value, communicate client feedback, partner with Account Managers, develop processes for support delivery, troubleshoot technical issues