Onboarding Specialist

About the Opportunity

The organization is an extremely fast-growing FinTech company that has built the simplest, fastest, and most inclusive Buy Now, Pay Later solution for medical practices such as dentists, medical aesthetics, veterinarians, etc. The organization enables medical practices to treat more patients by making their services more financially accessible. The company was founded and is led by entrepreneurs with a previous successful exit and backed by an all-star lineup of investors.

About the Role

The company is looking for a Customer Onboarding Specialist who will be on the front lines to set up customers for success with its cutting-edge financing platform. The Customer Onboarding Specialist is a crucial member of the sales organization and onboarding team, and owns each new account for 30 days. This position is mission-critical to the value provided to end users.

Key Responsibilities

• Deliver best-in-class training to customers
• Prepare before calls to ensure implementation is efficient and practical
• Deliver engaging narratives based on past customer successes to build initial momentum and excitement
• Leverage various software to effectively conduct a meaningful onboarding experience
• Maximize customer usage of the platform in the first 30 days
• Introduce and optimize marketing and placement with merchant partners
• Provide customers with best practices and materials to increase their revenue and usage
• Provide critical feedback to internal teams

Required Qualifications

• 2+ years of experience in a customer-facing role
• Developed passion for the customer experience
• Exceptional verbal and written communication skills
• Strong ability to connect interpersonally with others
• Comfortable working with various software platforms
• Adaptable and proven ability to troubleshoot on the fly
• Problem solver with a can-do attitude and a high attention to detail

Preferred Qualifications

• Bonus for experience with sales, customer success, or account management

Compensation Package

• $87k base pay
• $33k uncapped on-target commission
• Generous equity grant
• Medical, vision, and dental benefits
• Fully remote company
• Summer and winter company retreats

Additional Information

The hiring company is an equal opportunity employer committed to building a diverse and inclusive team.