Crowded · 1 week ago
Customer Onboarding Specialist
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expCrowded is a financial management platform that simplifies finances for nonprofit organizations. The Customer Onboarding Specialist will ensure a seamless onboarding experience for new customers, leading strategic sessions and coordinating with teams to enhance customer retention and satisfaction.
BankingCommunitiesFinTechNon Profit
Hiring Manager
Lita Locuson
Responsibilities
Lead onboarding for mid-market customers as the main point of contact throughout onboarding
Join kick-off calls to collaborate with new customers to understand their specific goals, needs, and requirements
Create and maintain timelines for customer setup
Handle the activation of accounts after sign up and assist customers in setting up their accounts
Request marketing materials, technical updates, and other tasks requiring collaboration with internal teams
Conduct one-on-one or group training sessions to ensure customers are operational and confident using Crowded
Ensure all Crowded end-users are active and support continuous learning through follow-up sessions and best-practice sharing
Update and maintain training guides as needed as well as create new materials based on customer needs
Continuously improve the onboarding experience based on customer feedback and evolving product capabilities
Track and report onboarding metrics via Salesforce
Manage communication with customers and internal teams to ensure clarity and progress
Identify and mitigate risks early in the onboarding process, escalating and collaborating cross-functionally as needed
Strong relationship-building and stakeholder management skills across customer, partner, and internal teams
Transition customers to our Customer Success team within 90 days
Identify opportunities to improve the onboarding experience, reduce onboarding time, and enhance efficiency
Provide feedback to internal teams to address technical challenges and prioritize feature requests
Qualification
Required
Bachelor's degree
2+ years of experience in a customer-facing B2B role
Proven ability to manage multiple onboarding's and meet deadlines
Strong project management skills with attention to detail and timeline management
Excellent verbal and written communication skills; comfortable with email, phone, and video communication
Experience developing onboarding materials and process improvements
Familiarity with modern web tools, project management platforms, and documentation software
Preferred
Experience in Fintech or SaaS platforms
Familiarity with onboarding KPIs and quality metrics
Comfortable working in a fast-paced, startup environment with changing priorities
Experience working with Nonprofit organizations, Associations, and Clubs
Benefits
Comprehensive health, dental, and vision insurance.
A 401k plan with matching.
Personalized growth through training, mentorship, and career advancement opportunities.
Company
Crowded
Expense management, collections, and compliance tailored for nonprofit organizations.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$13.47MKey Investors
FlashpointThe GarageVisa
2025-01-30Series A· $7.5M
2024-10-21Series A· $0M
2024-05-02Seed
Leadership Team
Daniel Grunstein
Co-Founder & CEO
Itay Ben Ami
COO
Recent News
2025-10-24
South Florida Business Journal
2025-02-03
2025-02-01
Company data provided by crunchbase