Good things happen when people grow.
Core
Onboarding Specialist conducting training sessions, consultations, and platform configuration for service businesses using the Altegio SaaS platform.
Role type
Onboarding Specialist (Customer Success)
Builds
Customer onboarding workflows and platform configurations for Altegio
Domain
SaaS / Customer Success / IT Services
Deliverable
client delivery
Required skills
Training and consultation delivery, Excel (VLOOKUP, pivot tables), HTML, CSS, data formatting, script injection, client communication
Preferred skills
SQL, AI solution configuration, IT field experience
Responsibilities
Conduct training sessions and consultations on the Altegio platform via phone, Google Meet, or Zoom; Present and configure Altegio modules during training and consultations; Format data in Excel / Google Sheets for uploading into Altegio; Configure modules within Altegio and collect data from clients; Implement simple script injections using HTML into the client's system
