CRM Onboarding Specialists

4 weeks ago

Brisbane, Queensland, Australia Rex Software Full time
Company Overview

Rex Software is a 80-person digital product and service company based in Brisbane, Australia and London, UK. Rex Software develops products for the Property Industry in both regions. with thousands of customers using our CRM, digital advertising suite and site builder every day

Role Overview

At Rex Software, Onboarding Specialists play a crucial role as the key account owners for all newly onboarding clients. They share a primary responsibility within the company: ensuring that newly signed accounts transition smoothly onto the product and that users are actively engaging with it. Acting as teachers to our clients, who are our students, they guide and support them through the onboarding process.

They act as advocates for the product, both internally and externally, striving to provide excellent customer service throughout the onboarding period and in any subsequent communications with clients.

In addition to these responsibilities, an Onboarding Specialist will also be responsible for various levels of client training in our product/s.

An ideal Onboarding Specialist is someone who continuously iterates on existing processes and is deeply involved in raising the standard of the entire customer care team. They ensure high levels of product engagement among all clients and consistently work to enhance the overall client experience.

Responsibilities

As an Onboarding Specialist at Rex Software, you will be the key account owner for newly onboarding clients. Your primary focus will be to ensure a smooth transition for new accounts and drive product engagement.

Core Responsibilities:

  • Onboarding: Oversee the onboarding of new accounts over a 4-12 week period, including specific training and Q&A sessions.
  • Health Checks: Conduct health checks at specified stages for all onboarded clients.
  • Training Sessions: Facilitating best in class training sessions to support the onboarding process.
  • Product Engagement: Drive product adoption and engagement with onboarded clients.
  • Reporting: Provide monthly reports on onboarding progress, health checks, account churns/issues, and project work.

Secondary Responsibilities:

  • Client Engagement Projects: Participate in client adoption and engagement projects.
  • Ongoing Customer Service: Provide continuous professional education and customer support.
  • Training Material Development: Improve training videos and written content.
  • Webinars and Training: Conduct scheduled webinars and Q&A sessions as required.

Success Factors

The following experience, skills, qualifications and attributes are required or desirable in team members who perform the Onboard Specialist role. They are -

  • Real Estate Agency Experience (preferred but not essential)
  • Strong written and verbal communication skills
  • Able to calmly navigate conflict with customers
  • Strong Rex CRM product knowledge - most likely gained through at least 6 months working with a Rex CRM customer
  • Strong time management and task triage skills
  • A team player who loves to support other people within the team
  • Able to problem solve customer issues
  • Comfortable working in a fast-paced, scaling start-up environment
  • Well-developed customer service focus with excellent communication skills
  • Exceptional organisational and planning skills that contribute to effective and efficient task completion
  • A curious learner who is willing to continuously learn new things
#J-18808-Ljbffr

  • Onboarding Specialist

    4 days ago

    Brisbane, Queensland, Australia Clubworx Pty Ltd Full time

    Clubworx is a fast-growing software company serving fitness businesses worldwide, including martial arts schools, gyms, studios, and personal trainers. Headquartered in Brisbane, our continued expansion has created an opportunity for a dedicated Onboarding Specialist to join our Customer Success team. In this role, you'll play a crucial part in guiding...

  • Onboarding Process Specialist

    1 week ago

    Brisbane, Queensland, Australia beBee Careers Full time

    Welcome to a dynamic opportunity to shape the customer experience and drive business growth!Job OverviewAs an Onboarding Specialist, you'll play a vital role in guiding new clients through the onboarding process, ensuring they achieve maximum value from our platform.Key ResponsibilitiesCustomer Onboarding: Design and implement customised onboarding...

  • Client Onboarding Coordinator

    1 week ago

    Brisbane, Queensland, Australia beBee Careers Full time

    Join our fast-paced Customer Success team as an Onboarding Specialist and contribute to driving business success!About the PositionWe're looking for a skilled Onboarding Specialist to guide new clients through the onboarding process, ensuring they derive maximum value from our platform.Key ResponsibilitiesCustomer Onboarding: Develop and execute...

  • IT Onboarding Specialist

    2 weeks ago

    Brisbane, Queensland, Australia beBee Careers Full time

    We're looking for a skilled Onboarding Specialist to join our team. As an Onboarding Specialist, your primary responsibility will be to ensure seamless customer transitions. You'll work closely with internal teams to design personalized onboarding experiences and deliver top-tier support.About the TeamYou'll be part of a dynamic team that's passionate about...

  • Digital Client Onboarding Coordinator

    4 days ago

    Brisbane, Queensland, Australia beBee Careers Full time

    Onboarding Specialist Role OverviewAt our company, Onboarding Specialists play a crucial role as key account owners for newly onboarding clients. Their primary responsibility is to ensure that new accounts transition smoothly onto the product and users are actively engaging with it.Acting as advocates for the product, both internally and externally, they...

  • Onboarding Specialist

    3 weeks ago

    Brisbane, Queensland, Australia RBC Business Solutions Pty Ltd Full time

    Are you ready to make an impact in the world of IT & Automation? Do you thrive in a fast-paced, customer-focused environment where every day brings a new challenge? If so, we want YOU on our teamAs an Onboarding Specialist, you'll be the guiding force behind seamless customer transitions, ensuring they get the most out of their cutting-edge solutions. You'll...

  • Onboarding Specialist

    4 days ago

    Brisbane, Queensland, Australia RBC Business Solutions Pty Ltd Full time

    Are you ready to make an impact in the world of IT & Automation? Do you thrive in a fast-paced, customer-focused environment where every day brings a new challenge? If so, we want YOU on our teamAs an Onboarding Specialist, you'll be the guiding force behind seamless customer transitions, ensuring they get the most out of their cutting-edge solutions. You'll...

  • Customer Onboarding Expert

    1 week ago

    Brisbane, Queensland, Australia beBee Careers Full time

    Are you passionate about delivering exceptional customer experiences and ensuring seamless onboarding processes?About the RoleWe're seeking an experienced Onboarding Specialist to join our Customer Success team.Your primary focus will be guiding new clients through the onboarding process, empowering them to maximise the value of our platform.Key...

  • Onboarding Specialist

    4 weeks ago

    Brisbane, Queensland, Australia RBC Business Solutions Pty Ltd Full time

    Make a Lasting Impact in IT & AutomationWe are seeking an Onboarding Specialist to join our dynamic team, where every day brings new challenges and opportunities for growth.About the RoleAs an Onboarding Specialist, you will play a vital role in ensuring seamless customer transitions, delivering exceptional onboarding experiences, and providing top-tier...

  • CRM Specialist

    3 weeks ago

    Brisbane, Queensland, Australia Mater Foundation Full time

    Join to apply for the CRM Specialist role at Mater Foundation1 day ago Be among the first 25 applicantsJoin to apply for the CRM Specialist role at Mater FoundationGet AI-powered advice on this job and more exclusive features.Mater Foundation are looking for a CRM Specialist to join the team This permanent, full-time role will be based at our Newstead...