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Customer Onboarding Specialist

Checkfront

Checkfront

Customer Service, Sales & Business Development
Raleigh, NC, USA
Posted on Nov 13, 2024

About us

Join the adventure and innovate with a talented team that’s pushing the capabilities of experience management! Empower thousands of tour and activity operators.

Join one of Canada’s top SaaS growth companies. Our mission is to help businesses streamline their booking processes, increase online conversion and enhance customer experiences through our intuitive and robust software solutions. We are committed to driving innovation and supporting our clients in achieving operational excellence. Recently, we have merged with two other leading booking software companies Rezdy and Regiondo, bringing our combined customer total to approximately 15,000 businesses and processing over $10 billion in bookings to date. This is an exciting time to become part of our focused and dedicated team!

About the Job

Are you passionate about technology, enjoy solving problems, and have a keen eye for detail?

We are looking for an Onboarding Specialist to join our team. In this role, you will guide new customers through account configuration and training for our online booking platform, tailoring configurations to align with their unique industry needs and workflows. You’ll collaborate closely with our Sales and Customer Success teams, ensuring each customer is equipped for success as they integrate and optimize our software. This role is hybrid-friendly and will be based out of one of our offices in Raleigh, NC, Austin, TX, or Denver, CO.

We look for people who…

  • Do the right thing, lead by their personal integrity
  • Are truly customer-focused and proactive with support
  • Can execute strategic and meaningful customer interactions
  • Go above and beyond - adaptable and flexible in their thinking and processes
  • Love team collaboration, knowledge sharing, and aren’t afraid to learn

Some tasks you’ll be taking on

  • Collaborate with Sales and Customer Success teams on pre- and post-sale activities, including project scoping, requirements gathering, and smooth handoffs
  • Gain a deep understanding of each customer’s industry and operations to configure accounts that truly fit their needs
  • Set up channel management solutions to expand customers’ reach and revenue opportunities
  • Integrate our booking engine into customers’ websites, ensuring a seamless integration experience
  • Lead engaging, high-quality training sessions tailored to individual group needs
  • Provide clear project updates, highlight potential risks, and communicate solutions with transparency to both internal and external stakeholders

Ideally, you should have

  • Ability to communicate clearly and proactively when providing updates and addressing issues
  • Comfortable working with HTML, CSS, and minimal JavaScript
  • Ability to understand our customer and how their business operates in order to best configure our software
  • Efficient delivery with strong attention to detail and deadlines
  • Knowledge of web accessibility guidelines
  • Legally authorized to work in the US

Bonus points for

  • Experience using tools such as Checkfront, Google Apps, Zendesk, JIRA, HubSpot
  • Fluency in other languages
  • Working knowledge of CMS integrations, HTML, and CSS

If you don’t meet all of our requirements exactly or have some gaps in your resume know that we would still love to hear from you! Use your cover letter to tell us about your unique experience - we understand that talent comes from many places and that skills are transferable.

Perks and Benefits

  • A company that values work-life balance
  • Half-day Fridays during the summer months
  • Vacation, personal days, health days, paid volunteer day
  • Extended health benefits and EAP program
  • Parental benefits
  • Professional development allowance
  • The chance to be part of a dynamic and innovative company that is making a difference in the tour and activity sector

Values

  • Be a trusted guide; We are responsible for finding the right outcomes for our customers and our people. We are consistent and dependable partners to those that rely on us.
  • Shape the future; We are relentlessly curious, continually finding ways to innovate and improve the status quo. We create our tomorrow, rather than waiting for it to come to us.
  • Be proud of the journey; We practice deep integrity and respect in each decision, interaction, and relationship. We measure ourselves not only by outcomes, but by the path taken together.