Technical Onboarding Advisor
Core
Assist newly signed-up customers in configuring basic account and phone system setups, including VOIP readiness and application introductions.
Role type
Technical Onboarding Advisor (Customer Success/Support)
Builds
Basic account configurations, VOIP readiness, and scheduled implementation appointments for business communication clients.
Domain
Business Communications, Contact Center, VOIP
Deliverable
product features
Required skills
Technical support experience, VOIP and networking knowledge, multi-window chat handling, customer service orientation, English communication
Preferred skills
VOIP solution configuration in multi-location environments, IT or telecommunications certification
Technologies
VOIP, routers, modems, Desk Phones, Mobile App, Desktop App, RC Meetings, Glip, SFDC
Responsibilities
Receive transferred calls from sales, configure basic user settings (Call Forwarding, Notifications, Greetings), educate customers on VOIP readiness, provision desk phones, introduce new applications, schedule implementation appointments, update implementation status in SFDC, ensure case closure.
Seniority
Mid-level, hands-on IC