Customer Onboarding Specialist

1 week ago


Melbourne, Victoria, Australia beBeeOnboarding Full time
About This Role

This position involves collaborating with customers to implement and adopt our full product suite, ensuring a seamless onboarding experience.

  • Manage the post-sales process for customers using strong product knowledge, relationship-building, and project management skills.
  • Act as a trusted advisor for new and existing customers by guiding them through the implementation and adoption of our product suite.
  • Collaborate with account executives during the customer's transition to the post-sales team.
  • Ensure a smooth transition from onboarding to support once the service is live.

You will work closely with the data team to migrate data across from other systems during the initial onboarding. Additionally, you will provide technical guidance to help customers use our system successfully and offer proactive outreach to assigned customers regarding any known product issues or updates.

We offer a hybrid and flexible working model, where you'll spend 1-2 days per week in our Melbourne CBD office and the rest is your choice to work in the office or work from home.

About You

We are looking for curious and empathetic individuals who are motivated by meaningful work and resonate with our core values. The ideal candidate will have 1-2 years of experience in an onboarding or implementation role, preferably in a similar SaaS or technology business.

  • Experience using a CRM to manage the onboarding/implementation process, ideally Salesforce.
  • Strong proficiency in Microsoft Excel and data management.
  • Excellent written and verbal English skills.
  • Exceptional relationship-building skills with a confident phone manner and active listening skills.
  • Ability to communicate complex ideas in ways that are easy to understand.
Our Company

We are a global platform combining SaaS with embedded payments and tools to help businesses grow and succeed. Our software solutions cater to fast-growing verticals: Education, Fitness & Wellbeing, Field Services, and Personal Services – and a global, cloud-based payment processing platform.

Benefits

We offer a range of benefits, including unlimited access to LinkedIn Learning, regular career and growth conversations with your leader, and ongoing dedication to Diversity & Inclusion initiatives. We also prioritize employee well-being, offering flexible working arrangements, access to free mental health support, and paid parental leave.



  • Melbourne, Victoria, Australia beBeeOnboarding Full time $80,000 - $120,000

    Customer Onboarding SpecialistWe are seeking a talented and dedicated Customer Onboarding Specialist to join our team. In this role, you will be responsible for managing the post-sales process for customers, ensuring a smooth transition from onboarding to support.Key responsibilities include:Managing customer relationships and expectationsCollaborating with...


  • Melbourne, Victoria, Australia beBeeOnboarding Full time $90,000 - $120,000

    Job DescriptionWe are seeking an experienced Customer Onboarding Specialist to drive the adoption and re-adoption of our products. As a key member of our team, you will be responsible for delivering structured onboarding, training sessions, and re-engagement plans tailored to client needs.Your primary goal will be to ensure seamless customer experiences,...


  • Melbourne, Victoria, Australia beBeeOnboarding Full time $100,000 - $120,000

    Key Roles and ResponsibilitiesAs a dedicated Onboarding Specialist, you will play a pivotal role in facilitating seamless onboarding experiences for new customers.You will work closely with the Implementation Manager to ensure a smooth transition from sales to post-sales support. Your responsibilities will include managing the post-sales process, providing...

  • Onboarding Specialist

    2 weeks ago


    Melbourne, Victoria, Australia Xplor Technologies Full time

    OverviewOnboarding Specialist (Software) Fixed Term — Join to apply for the Onboarding Specialist (Software) Fixed Term role at Xplor Technologies.About the opportunityJoin our Xplor Education Vertical on a 12 month Fixed-term contract as an Onboarding Specialist in Melbourne to make a real impact every day. We know that every conversation we have, every...


  • Melbourne, Victoria, Australia beBeeOnboarding Full time $100,000 - $130,000

    Job Title: Customer Onboarding ExpertWe are seeking an experienced and skilled professional to join our team as a Customer Onboarding Expert. This is a fixed-term contract.About the OpportunityThis role is responsible for helping new customers get their business optimally set up, trained on its use, and ensuring their journey is as easy and simple as...


  • Melbourne, Victoria, Australia beBeeProfessional Full time $90,000 - $120,000

    Customer Onboarding ProfessionalWe are seeking a highly skilled Customer Onboarding Professional to join our team.Job Description:The Customer Onboarding Professional will be responsible for ensuring a seamless customer experience from onboarding to support. This includes managing the post-sales process, acting as a trusted advisor for new and existing...

  • Onboarding Specialist

    2 weeks ago


    Melbourne, Victoria, Australia Xplor Technologies Full time

    Overview Onboarding Specialist (Software) Fixed Term — Join to apply for the Onboarding Specialist (Software) Fixed Term role at Xplor Technologies. About the opportunity Join our Xplor Education Vertical on a 12 month Fixed-term contract as an Onboarding Specialist in Melbourne to make a real impact every day. We know that every conversation we...


  • Melbourne, Victoria, Australia Affinda Group Full time

    **The Opportunity**Affinda Group is transforming how enterprises work with their data and documents through cutting-edge AI technology. We are trusted by 1,750+ customers across 75+ countries, with 100%+ annual revenue growth. The Affinda platform helps companies achieve productivity and efficiency gains by automating document-intensive workflows and...


  • Melbourne, Victoria, Australia Ordermentum Full time

    At Ordermentum, we are on a mission to become the single platform of choice for all food and beverage businesses to manage orders, facilitate payments, and discover new products and services that save time and money.We are looking for a driven, self-motivated Supplier Onboarding Specialist to join our Supplier Onboarding team.What you'll doEnd-to-end...


  • Melbourne, Victoria, Australia beBeeOnboarding Full time $120,000 - $140,000

    Job OpportunityAt our CFD trading platform, we're seeking a seasoned Business Onboarding Specialist to enhance the onboarding experience for clients.This exciting opportunity allows you to contribute directly to client acquisition and growth by streamlining onboarding processes, making them faster, smoother, and more engaging.As our Business Onboarding...