Onboarding Specialist - 100% Remote

Are you someone who loves helping people succeed?

Referral Rock is looking for a detail-oriented Onboarding Specialist who excels at following proven processes, creating tailored onboarding plans, and expertly managing customer communication through various channels, including live screen shares, chat, and email.

You're a people person who enjoys being the go-to resource as customers get started and launch. You'll work with new prospects trying the software for the first time and long-time customers who need a little extra support.

Tackle a fast-paced, dynamic role that delivers meaningful customer outcomes.

Interested? Please apply here! (instead of hitting the "Apply Button")

What is Referral Rock?

Referral Rock is a marketing technology SaaS (software as a service). Our mission is to track and scale word of mouth for businesses. The best businesses already get organic word of mouth referrals, we help them get more with automated referral programs.

We invest heavily in people, systems, and processes to ensure we have effective workflows and playbooks in place. We care deeply about metrics, product event data, and automation to give our team superpowers.

You won’t find an organization with a better culture and team alignment. Our Sales, Product, and Customer Service teams all work together to achieve a common goal (making customers successful).

What You’ll Do Here

• Manage the onboarding process for new prospects and customers by creating and executing detailed onboarding plans

• Conduct regular calls/meetings over Zoom to guide customers through each stage of their onboarding journey, address any concerns, and provide ongoing support

• Assist customers across multiple communication channels including chat, email, and live screen shares

• Coordinate technical assistance with your Integration Specialist teammates

• Monitor customer health and leading indicators to proactively identify potential issues and reach out to help

• Be the cheerleader for your customers, relaying key information and product requests to our team

• Become a product and referral marketing expert

Is This Job For You?

• 2+ years of experience in a high-volume customer-facing role (i.e., sales, customer success, onboarding, or support), preferably in SaaS

• Demonstrated expertise in project planning, documentation, and achieving successful outcomes in a customer-centric environment

• Excellent communication and interpersonal skills, with the ability to effectively facilitate calls/meetings and quickly build rapport with customers

• Strong problem-solving skills and the ability to think critically, anticipate potential issues, and proactively address them

• Exceptional organizational skills and the ability to manage multiple projects and deadlines simultaneously

• Familiar with common sales & marketing software like Salesforce, HubSpot, Intercom, and MailChimp

• Familiarity with referral marketing concepts and strategies is a plus.

Benefits

• Flexible PTO and Holidays
• 100% remote

Interested? Please apply here! (instead of hitting the "Apply Button")