Technical Onboarding Advisor
Core
Assist newly signed-up customers in configuring basic account and phone system setups, including VOIP readiness and desk phone provisioning.
Role type
Technical Onboarding Advisor (Customer Success)
Builds
Basic account configurations and initial setup for new business communication clients.
Domain
Telecommunications / Business Communications
Deliverable
product features
Required skills
Technical support experience, VOIP knowledge, networking fundamentals, customer service, multi-window multitasking, scheduling management
Preferred skills
VOIP solution configuration in multi-location environments, IT/telecommunications certifications, night shift availability
Technologies
VOIP, Desk Phones, Mobile App, Desktop App, RC Meetings, Glip, SFDC, Community Website
Responsibilities
Receive transferred calls from sales, walk customers through Express Set Up, configure basic user settings (Call Forwarding, Notifications, Greetings), educate on VOIP readiness, provision desk phones, introduce new applications, schedule implementation appointments, update implementation status in SFDC, ensure customer satisfaction and case closure.
Seniority
Mid-level, hands-on IC
