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DaySmart · 3 weeks ago

Customer Onboarding Specialist (TeamUp US)

United States

Full-time

Remote

Entry, Mid Level

$50K/yr - $55K/yr

2+ years exp

DaySmart is a provider of business management software that specializes in providing scheduling and workflow solutions to businesses around the world. The Onboarding Specialist at TeamUp is responsible for guiding new providers through a seamless onboarding experience, delivering personalized training, managing data migrations, and ensuring successful platform setup.

Information TechnologyPaymentsSmall and Medium BusinessesSoftware

Responsibilities

Serve as the primary point of contact for assigned new customers throughout the onboarding process, communicating via meetings, chat, and email

Conduct live training sessions and platform walkthroughs tailored to each customer’s business goals and workflows

Educate providers on platform features, best practices, and setup configurations to ensure long-term success

Monitor onboarding milestones, provide proactive communication, and follow up regularly to keep providers on track toward go-live

Ensure all system configurations (e.g., payment settings, policies, and integrations) are properly implemented prior to launch

Share product updates and new features

Identify and resolve issues or roadblocks during onboarding, escalating to support or product teams when necessary

Champion our customers internally - sharing feedback, feature ideas, and insights

Collaborate with your teammates to keep raising the bar for excellent support

Assist providers with data import and migration using internal tools and AI, including customer lists, schedules, memberships, and billing information

Troubleshoot common data formatting issues and ensure accurate and complete data transfers

Collaborate with internal technical teams on complex imports or edge cases that require additional support

Contribute to the maintenance and improvement of internal onboarding documentation and provider-facing resources

Stay current on new platform features and changes to ensure training and support remain up to date

Review AI support responses and help refine our help content

Qualification

Onboarding experienceSaaS platformsData importsTechnical troubleshootingCommunicationEmpathyFitness industry experienceTeam-orientedOrganizational skillsFeedback skillsRemote collaboration