SaaS Onboarding Specialist (Remote)
Core
Ensure seamless onboarding and early adoption for home service professionals (Pros) using the Housecall Pro SaaS platform.
Role type
Specialist, Onboarding (Customer Success)
Builds
Customer onboarding workflows and early product adoption for home service businesses
Domain
SaaS / Home Services
Deliverable
product features
Required skills
Customer success, account activation, cross-functional collaboration, consultative selling, technical troubleshooting, qualitative/quantitative analysis, process development
Preferred skills
AI tool usage, self-starter mindset, adaptability
Technologies
Housecall Pro platform, AI tools
Responsibilities
Coordinate and facilitate customer onboarding and account activation; Serve as primary point of contact for new Pros during early lifecycle; Reinforce product value and drive early adoption; Communicate client feedback across Sales, Marketing, Engineering, and Support teams; Partner with Account Managers to mitigate risk and drive retention; Develop processes to exceed customer expectations; Troubleshoot technical issues and improve Pros experience through analysis.