Breezeway · 2 days ago

SaaS Onboarding Specialist

United States

Full-time

Remote

Entry Level

2+ years exp

Maximize your interview chances

InternetProperty Management

Insider Connection @Breezeway

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Work collaboratively with Sales and Client Experience teams to ensure the efficient implementation of new client accounts, ensuring synchronization across departments.

Manage the client’s experience by conducting training sessions to educate the client on best practices to succeed using Breezeway.

Actively monitor and manage the onboarding health across new client implementations, ensuring that all timelines and milestones are consistently met.

Ensure adherence to best practices by performing quality assurance through reviewing recordings and documentation of client interactions.

Proactively create, coordinate, and implement new ideas to improve the onboarding process.

Contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion.

Troubleshoot client issues to resolution or escalate to the appropriate resource.

Educate clients on how to leverage our tools to simplify their complex workflows.

Collaborate cross-functionally with Sales and Product to turn valuable client feedback into practical product improvements.

Develop domain expertise in property care and a deep understanding of client needs.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SaaS ExperienceProject ManagementFluency in SpanishCRM SoftwareGoogle SuiteExcel ProficiencyZoomSlack

Required

Able to thrive in a fast-paced, dynamic environment.

Proven track record of creative problem-solving and attention to detail.

Adaptable and flexible in response to change.

Strong verbal, written, and listening communication skills.

Ability to manage and prioritize multiple tasks.

You contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion.

2+ years of relevant experience in implementation or project management.

Experience in Technology or SaaS company.

Fluency in Spanish.

Proven track record for creative problem-solving for clients.

Able to navigate CRM software and web-based tools effectively.

A strong understanding of Google Suite, Zoom, Slack, and quick-to-learn technology integrations.

A strong understanding of Excel, with expert proficiency in conditional formatting, VLOOKUP, using shortcuts and formula functions, and sorting and filtering data.