Customer Onboarding Specialist

1 Month ago • 2-3 Years

Job Summary

Job Description

As an Onboarding Specialist, you will be at the center of customer interaction and enablement. You will support and troubleshoot your product area, along with technical implementations. You will be the first line of defense and an expert in the products offered, helping customers achieve their objectives with Dialpad's AI-powered products. You will facilitate onboarding deployment, host training sessions, provide detailed walkthroughs, and resolve customer issues. You will drive customers to implement best practices and communicate product configuration requirements. You will also act as the customer's escalation point for onboarding-related issues. You will also work on ad-hoc tasks as necessary.
Must have:
  • 2-3 years of experience in Customer Onboarding and Account Management.
  • 1-year experience configuring and supporting VOIP solutions.
  • Excellent English communication skills.

Job Details

About Dialpad

Dialpad is the leading Ai-powered customer communications platform, transforming how businesses communicate with their customers. More than 50,000 companies around the globe — including Netflix, RE/MAX, Uber, Randstad, and Tractor Supply — rely on Dialpad to build stronger customer connections using real-time, Ai-driven insights. Visit dialpad.com to learn more.

About the team

Dialpad’s Professional Services team plays an essential role in educating customers on Dialpad products. This team aligns closely with Sales, Customer Success and Support to constantly improve our product deployment and change management process.

Your role

As an Onboarding Specialist, you are at the crux of customer interaction and enablement, supporting and troubleshooting your product area, and technical implementations. Simply put, you are the first line of defense and an expert in the products we offer. You are motivated by helping our customers achieve their desired objectives with buying into our advanced AI-powered products.

Your combined problem solving skills, relationship-building skills, and communication skills will be crucial in hearing our customer pain points and understand where our product can meet them.

What you'll do

  • Facilitate onboarding deployment for new customers and products purchased.
  • Host end-user and admin training sessions for customers to get them educated on Dialpad products and assist with change management.
  • Provide detailed walkthrough and train new customers with implementation and portal setup.
  • Deliver quality onboarding in a timely manner by analyzing needs, collaborating with others and resolving customer issues though discovery and replication.
  • Drive customers to implement best practices.
  • Clearly communicate product configuration set up requirements and expectations with customers.
  • Act as the customers escalation point for any onboarding related issues.
  • Work on ad-hoc tasks as necessary.

Skills you'll bring

  • At least 2-3 years of working experience in Customer Onboarding, Software Implementation and Account Management.
  • At least 1 year experience configuring, updating and supporting VOIP solutions.
  • Preferable with experience in chat, handling multiple windows.
  • Excellent English communication skills.
  • Strong customer service orientation.
  • Ability to work independently with minimal management guidelines.
  • Organized, detail oriented and self-motivated.
  • Able to work US core hours while 100% on-camera in a dedicated, technically enabled remote workspace that supports team meetings, client interactions and collaborative sessions
  • Experience with telecommunication or SaaS providers required
  • Excellent internet connectivity required.
  •  

Who you are

You’re customer centric, you love being organized, and you really enjoy helping onboard new clients. You enjoy having a voice and being a team player. Helping colleagues with tasks outside of your job description is something you kinda get a kick out of. You love learning new products, processes, and taking on challenges. You are new to SaaS implementations but you have worked with customers and helped with their initial setup, and user adoption. You are eager to learn Dialpad and new technologies. You bring your SaaS experience to the Professional Services team. 

Dialpad benefits and perks

Benefits and wellness

An apple a day keeps the doctor away—and it doesn’t hurt that we offer great options for medical, dental, and vision plans for all employees. Along with that, employees also receive a monthly stipend to help cover your cell phone bill, home internet bill, and we reimburse for gym membership costs, a variety of wellness events, and more!

Professional Development

Dialpad offers reimbursement for expenses related to professional development, up to an annual limit per calendar year.

Culture
We’ve been named a Top Workplace seven times, and a big part of this is because of our collaborative culture that elevates our teammates, celebrates wins, and brings together passion and talent. 

Compensation
Teamwork makes the dream work, and Dialpad offers competitive salaries because each and every Dialer participates in our success.

Diversity, Equity, and Inclusion (DEI) at Dialpad

At Dialpad, we are passionate about Doing the Right Thing. This means we are committed to building a values-driven culture that celebrates identity, inclusion and belonging. As a global company, it’s our responsibility to come together to create a culture where all Dialers can Work BeautifullyDelight Our Users, and Innovate Continuously to bring our world-class product to life. 

Every Voice Matters at Dialpad. We build community through our Employee Resource Groups, company-wide celebrations, service days, and a robust internal learning & development program focused on the success of our Dialers.

Don’t meet every single requirement? Studies have shown that women and marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Dialpad we are dedicated to building an inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Dialpad is an equal-opportunity employer. We are dedicated to creating a community of inclusion and an environment free from discrimination or harassment.

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