Client Onboarding Specialist (Remote)
Core
Ensure seamless onboarding and early adoption for home service professionals (Pros) using Housecall Pro's platform.
Role type
Specialist, Onboarding (Customer Success)
Builds
Customer onboarding workflows and early product adoption for home service businesses
Domain
Home services / SaaS
Deliverable
client delivery
Required skills
Customer success, implementation, relationship building, cross-functional collaboration, consultative selling, data analysis, process development, technical troubleshooting
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 their 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.
