Onboarding Specialist
Core
Onboard new B2C AI virtual assistant clients, conduct daily sales-focused webinars, and drive upselling to increase ARR and reduce churn.
Role type
Customer Success / Onboarding Specialist (B2C SaaS)
Builds
AI-native workspace product for human-machine collaboration
Domain
B2C SaaS, AI Virtual Assistants
Deliverable
client delivery
Required skills
customer onboarding, sales conversion, webinar facilitation, upselling strategies, customer retention, product demonstration, CRM management, data analysis for engagement metrics, educational content creation
Preferred skills
experience in tech startups, knowledge of SaaS and AI technologies, agile environment experience
Responsibilities
Conduct personalized onboarding sessions for new paying clients, conduct daily webinars with sales and upselling goals, identify upselling opportunities and convert clients to annual plans, monitor customer engagement and implement retention strategies, collaborate with sales and product teams to improve onboarding flow