WFH Customer Onboarding Consultant

About the role

Onboarding consultant on a BPO's sales team guiding new customers through onboarding calls, documentation and CRM tracking; identify upsell opportunities; performance-based incentives.

Requirements

• Onboarding/customer success/account management experience a plus but not required
• Strong communication
• Organized, manages multiple accounts
• Comfortable with CRM systems

What you'll do

• Welcome and guide new customers through onboarding
• Lead onboarding calls
• Collect information and documentation
• Identify upsell opportunities
• Track notes in CRM

Where this was posted

• LinkedIn

  last seen 3h ago
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