Onboarding Specialist
Factor AEFort Wayne, IN, USjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBack-up for product support staff, particularly when onboarding customers request assistance Follow-up with customers that have less immediate or urgent requests Presenting new and existing features to educate customers on how to adopt them for their business Work in training, support, or customer service preferred Work in sales or project management may qualify Work in task, ticket, or process management tools to track status and follow-ups Experience planning and triaging time-sensitive work items Willingness to learn our product inside and out to understand how companies adopt, use, and benefit from it Basic understanding of project management Rudimentary understanding of accounting Basic understanding of professional services businesses Work creating documents and multi-media in Adobe Creative Suite or with other similar creative tools Soft Skills Uses modern communications software on mobile and stationary devices Uses modern platforms for task coordination, tracking, and follow-up Uses standard office tools and more advanced creative tools to create and share documents
Job Description
ABOUT FACTOR A / E :
Factor A / E is an online web application that manages projects, budgets, schedules, and invoicing for firms in the architecture and engineering (A / E) industry. Because the app replaces existing products or manual processes when adopted, onboarding to Factor is a hands-on and involved process. We are continuously seeking to enhance the onboarding experience through standardized tools and resources, and are seeking to grow the team that works with new customers and supports their journey of adoption.
We have an office downtown Fort Wayne, IN where our team works together most of the week, but we offer flexible work-from-home and paid-time-off policies. This is an ideal position for somebody seeking a high-tech and fast-paced environment.
JOB RESPONSIBILITIES
Seeking an individual that assists customers with onboarding to the Factor software system by providing resources, oversight, and direct support with new and existing customers. Job responsibilities include :
Primary Responsibilities :
- Overseeing and coordinating onboarding plans and the Factor product specialists assisting customers
- Reviewing processes for onboarding and pipeline tracking to recommend and implement enhancements
- Assist in creating or requesting re-usable digital materials to pre-emptively help users
- Working with new customers to establish needs and goals in adopting Factor
Secondary Responsibilities :
RECOMMENDED EXPERIENCE
Experience in a customer-facing role with heavy communication is expected :
Experience tracking process workflow is necessary :
Understanding of basic business subject matter is expected :
Experience with media creation tools is preferred :
SKILLS / CAPABILITIES OF THE JOB
Able to provide customer service with a balance of empathy and practicality
Comfortable speaking to users at various levels of an organization
Capable of organizing and prioritizing incoming requests
Able to follow a plan when possible and adapt to special requests when reasonable
Technical Skills
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Onboarding Specialist • Fort Wayne, IN, US
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