Customer Success - Onboarding Agent

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Recruitment

Building Teams in Fin Tech, Food Tech, and B2B Saa S Tech Startups The Customer Success - Onboarding Agent works with a high-performing team of customer-centric professionals, focusing specifically on the initial onboarding, implementation, and foundational training for assigned new customers. They play a critical role in ensuring a smooth and successful start with Qashio, guiding customers through the setup process, providing essential training, and helping them achieve their initial adoption goals. This role requires a proactive approach to anticipate and address common setup challenges, ensuring new users quickly grasp Qashio's core functionalities. They will regularly collaborate and communicate with their internal Customer Success team, as well as peers in Customer Service, Product, and Support, to ensure a seamless transition for customers into their ongoing journey with Qashio. They will get hands-on with the Qashio software to effectively guide customers through their initial setup and use. Responsibilities Leading the onboarding process for new customers, guiding them through initial setup, account configuration, and system integration. Delivering comprehensive training sessions to new users, ensuring they understand Qashio's features and best practices for their specific needs. Serving as the primary day-to-day contact for new accounts during their onboarding phase, building trust and rapport and addressing immediate questions or challenges. Troubleshooting and resolving technical or setup issues during onboarding, escalating complex problems to the relevant internal teams (e.g., Support, Product) when necessary. Monitoring customer progress through the onboarding journey, ensuring timely completion of setup milestones and initial feature adoption. Collecting and documenting feedback from new customers to identify common pain points and suggest improvements to the onboarding process or product. Collaborating closely with the broader Customer Success team to ensure a smooth handover of accounts once onboarding is complete. Maintaining clear and concise documentation of customer interactions and onboarding status in CRM or relevant success software. Qualifications 1-2 years of experience in a customer-facing role, ideally within B2B Saa S, customer support, technical support, or a related onboarding function. Strong verbal and written communication skills, with an ability to explain technical concepts clearly and patiently. A keen interest in Fin Tech, with a willingness to learn about accounting software and expense management systems. Experience using CRM software and comfortable with Microsoft Office and Google Workspace suites. A bachelor’s degree in business, IT, or a related field would be a plus. A patient, empathetic, and results-oriented approach with a strong can-do attitude when presented with challenges. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Referrals increase your chances of interviewing at Qashio by 2x Sign in to set job alerts for “Customer Success Specialist” roles. Customer Service & Administrative Assistant Client Servicing Executive - Business Setup Operations Senior Customer Success Management Specialist Customer Success Service: Go-to-Market and Enablement Lead – Middle East & Africa Client Success Specialist - Property Monitor Customer Success (Arabic-speaking preferred) Business Support Officer - Freshers - Arabic Speakers Customer Success Manager - Application Development & Integration Dubai, Dubai, United Arab Emirates 15 hours ago Front Desk Receptionist (Arabic Speaker) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr