Work closely with customers to assess their goals and existing business practices to ensure onboarding alignment, proper account setup, and implementation support
Track tasks against a schedule, execute onboarding efforts, and coordinate with internal staff to ensure milestones are met on a timely basis
Measure and track customer onboarding outcomes
Share the voice of the customer as you partner with Engineering, Marketing, Product, and Sales to deliver a best-in-class customer experience
Become a trusted resource for software and productivity trends in the fleet management domain

At least 3 years of experience in a customer-facing role in a SaaS environment (experience in customer success or support with an emphasis on training or implementation)
Experience working with our tools — Project Management tool (Gainsight), CRM systems (Salesforce), and internal communication tools (Slack)
Strong Excel skills + comfortable manipulating and importing large amounts of data
Impeccable written and verbal communication skills and the ability and ease to interact with every level of customer to quickly build trust
Your work is meticulous and precise when executing a task. When it comes to details, you are painstakingly accurate and consistently thorough all while managing your time appropriately
Strong team player, but also a self-starter who can work autonomously
Empathetic
you want to help and serve our customers to become natural Fleetio evangelists
You are passionate about organization and can adhere to and improve organizational systems. If there's a way to reduce redundant work, you're on it
Comfortable with change, experimenting, and trying new ideas

Multiple health/dental coverage options (100% coverage for employee, 50% for family)
Vision insurance
Incentive stock options
401(k) match of 4%
PTO
4 weeks (increases at year two!)
12 company holidays + 2 floating holidays
Parental leave
birthing parent (16 weeks paid) non-birthing (4 weeks paid)
FSA & HSA options
Short and long term disability (short term 100% paid)
Community service funds
Professional development funds
Wellbeing fund
$150 quarterly
Business expense stipend
$125 quarterly
Mac laptop + new hire equipment stipend
Fully stocked kitchen with tons of drinks & snacks (BHM only)
Remote working friendly since 2012 #LI-REMOTE

Customer Onboarding Specialist

Key skills