Customer Onboarding Specialist

Stallion is seeking a Customer Onboarding Specialist to join our team. The Customer Onboarding Specialist is responsible for the onboarding of new customers and special projects for existing customers. In this role, you will support the sales team in transitioning prospective clients into new customers. The Customer Onboarding Specialist will be a customer-facing liaison to ensure a positive onboarding experience. This role will evaluate new customer needs and utilize Stallion resources to resolve customer requests as part of the onboarding process.

 

Role Priorities / Responsibilities (to include, but not limited to):

• Partner with the sales team to understand customer needs and provide support during the pre-sale process.
• Identify upcoming projects using online databases and communicate information to appropriate sales managers and sales representatives.
• Assist sales team by creating product specific sales presentations and identifying cross-selling opportunities.
• Develop presentations and assist in identifying potential roadblocks for onboarding opportunities and work with internal teams to identify solutions
• Guide new customers through the onboarding process, ensuring a smooth transition and quick adoption of our products/services
• Create accounts within Stallion’s platforms for the new customer, ensuring proper documentation and accurate customer data
• Educate customers on the features and benefits of our products/services
• Create and deliver individualized training sessions to enhance customer knowledge and proficiency
• Provide ongoing training and support to customers, addressing any questions or concerns they may have
• Develop training materials, user guides, and tutorials to facilitate customer learning and self-sufficiency
• Build a relationship with new customers, acting as their primary point of contact for questions or problems that arise throughout the customer lifecycle.
• Gather customer feedback and insights to drive continuous improvement of our products/ services and customer success strategies
• Collaborate with internal teams to address customer issues, identify areas for improvement, and implement enhancements.
• Monitor customer engagement and usage patterns to identify potential at-risk customers
• Develop and implement strategies to improve customer retention and loyalty
• Analyze lost opportunities/cancelled accounts to identify recurring issues and develop improved solutions
• Assist operations team with special projects for new and existing customers

 

Essential Knowledge, Skills and Abilities:

• Must have strong interpersonal, verbal, and written communication skills with the ability to communicate effectively and collaboratively across internal and external organizations
• Ability to adapt to new technologies, learn quickly, and shift priorities in an ever-changing and fast-paced environment
• Strong customer service skills with the ability to identify obstacles and address demands
• Ability to maintain professionalism, composure, credibility, and enthusiasm and positively influence others
• Ability to describe technical topics to non-technical audiences
• Ability to take initiative and work independently
• Proficient with Microsoft Office tools and applications
• Proficient with Salesforce

 

Education or Experience:

• Associate or Bachelor’s degree preferred
• At least 3 years of experience in customer service preferred