Onboarding Support Level 1

At DaySmart Software, we are a dynamic and energetic SaaS company that specializes in providing best-in-class scheduling and business management solutions to companies across the globe. We believe in creating not just customers, but passionate advocates. Your role as an Onboarding Support Level 1 is pivotal in achieving this goal. You will embody our commitment to exceptional customer experiences, helping clients build a lasting relationship with our software. Your ability to help clients fall in love with the software and find innovative business solutions will make a significant impact on their success and our company's growth.

Responsibilities:

• Personalized Onboarding: Facilitate one-on-one installation and software/payments training tailored to each customer's unique needs. Trainings are delivered by phone, over teams and through self-serve educational content. Your approach ensures their successful transition to using our products effectively. Proactively reach out to clients to schedule onboarding sessions as needed.
• Vertical Expertise: As an expert in each of our product verticals and the integrated payments experience, you will seamlessly adapt your knowledge to provide exceptional training across different business segments.
• Client Relationship: Forge strong relationships with customers, getting to know them by name, their details, and business aspirations. Act as the liaison between customers and internal teams and Follow-up with clients on open issues.
• Content Creation: Contribute to our knowledge base and community by writing informative articles, creating instructional videos, and recording informative content that aids learning both internally and externally.
• Team Collaboration: Collaborate with your team to develop innovative projects and ideas that enhance the client experience. Your insights will shape the ongoing success of our software solutions. Assist in the training of oncoming team members.
• Problem Solving: Utilize your troubleshooting skills to address complex issues, ensuring that clients can overcome challenges and make the most of our products.
• White Glove Experience: Provide a white glove experience by reaching out to larger customers, ensuring their needs are met with personalized attention and care.
• Record Keeping: Keep excellent records of all interactions with clients in our CRM (Salesforce)
• Time Management: Showcase exceptional time management skills, delivering on accountability and reliability. Your teamwork-focused approach ensures everyone's success.

Qualifications:

• Proven experience in client onboarding, customer support, or client-facing roles within the software industry.
• Exceptional communication skills, combining empathy and expertise to guide clients effectively.
• Strong people skills with the demeanor to stay calm under pressure
• Detail-oriented with exceptional time management skills to ensure efficient onboarding processes.
• Strong problem-solving abilities to address complex challenges clients may encounter.
• Proficiency in using CRM systems, virtual meeting platforms, and collaboration tools.
• Dedication to building strong client relationships and driving their success.
• Ability to work collaboratively within a team environment.

Things we love to see:

We're on the lookout for candidates who bring positivity into their interactions, have a true passion for sharing knowledge, and deeply understand the needs of our clients, becoming their advocates for success. If you're patient, creative at problem-solving, and can communicate technical concepts clearly, you're exactly the kind of person we love. Collaboration and a hunger for staying updated in a rapidly changing field are traits we admire, along with a customer-first mindset that goes the extra mile. Flexibility in a dynamic setting and a genuine excitement to champion our software's value to clients' businesses are qualities that fit right in with our team, where Onboarding Agents play a crucial role in making clients successful.

DaySmart is committed to creating a diverse employee environment and is a proud equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, or veteran status.