Onboarding Coach
Core
Onboard and train hospitality clients on the Cloudbeds PMS platform, ensuring they achieve operational confidence and product adoption.
Role type
Customer Onboarding Coach (Hospitality)
Builds
Client onboarding success and product adoption for hotel properties
Domain
Hospitality / Property Management Systems (PMS)
Deliverable
client delivery
Required skills
3+ years in 5-star hospitality (Front Desk/Revenue Manager) OR 3+ years in SaaS customer-facing roles, English fluency, Spanish knowledge (if not native), empathy, organizational skills, multi-channel communication
Preferred skills
Project Management certification
Technologies
Salesforce, Cloudbeds PMS
Responsibilities
Facilitate client onboarding, training, and ongoing support via video, phone, and email; Resolve customer inquiries and troubleshoot escalated issues; Partner with Sales to define success and drive retention; Build strong client relationships to encourage loyalty; Record activities in Salesforce and gather feedback for product improvements