Customer Onboarding Specialist
Posted on 3/20/2023
Remote • United States
Experience Level
Desired Skills
  • 2+ years of customer success, sales, or account management experience
  • Phone-based sales experience a plus; SDR or ISR experience at a SaaS company is preferred
  • Comfort with a high-volume funnel that requires careful prioritization to hit ambitious monthly goals
  • Ability to influence and motivate people in a variety of contexts
  • Excellent collaboration, organization, time-management, and prioritization skills
  • Ability to self-manage time-sensitive and detailed tasks and deliver on time every time
  • Exceptional phone and written English communication skills. Bilingual written and verbal communication ability, specifically Spanish, a plus
  • Great attention to detail - nothing can slip through the cracks when we're supporting our customers
  • Patience and empathy while teaching customers or handling tricky customer situations
  • Comfort with ambiguity, change, and a fast-paced environment that will evolve rapidly
  • Ease with working remotely using communication tools such as Slack, Google Suite, and Zoom
  • Tech savvy w/ experience in CRM tools (e.g., Salesforce) is preferred
  • Associate's degree, Bachelor's degree, or comparable professional experience
  • Assist customers in learning and adopting the brightwheel product for their center
  • Own a running portfolio of 100+ accounts throughout the 4-12 week brightwheel onboarding process
  • Prioritize accounts to take strategic, timely actions to complete the implementation process
  • Overcome customer objections to ensure the customer feels confident with the positive change and value brightwheel will bring to their program
  • Diagnose and resolve technical challenges our customers experience as they get the system configured
  • Serve as the expert on brightwheel's technology platform and product for customers and other teams
  • Collaborate across teams (e.g., Sales and Support) to ensure a smooth customer experience at all stages
  • Use strong critical thinking and troubleshooting abilities to correctly identify, investigate and resolve technical or usage issues
  • Continuing to sell the value of the software to gain buy-in and trust in product capabilities
Desired Qualifications
  • A proven track record in onboarding new customers is a plus

201-500 employees

Preschool & childcare all-in-one software platform
Company Overview
Brightwheel's mission is to give high quality early education for every child. The company has created the leading platform for early education that lets teachers save valuable time through easy tools for assessment, communication, and photo sharing; administrators can manage their business with enrollment, reporting, and online bill pay; parents get a beautiful, real-time view of their child’s day that helps them participate in the learning and continue it at home.
  • Competitive base salary
  • Equity
  • Premium medical, dental, & vision coverage
  • Paid parental leave
  • Flexible PTO policy
  • Wellness & productivity stipend
  • Learning & development stipend
Company Core Values
  • Deliver value for customers
  • Take ownership
  • Get better every day
  • Think critically, move fast
  • Dive deep
  • Trust, and challenge
  • Make it happen
  • Achieve extraordinary results