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- Serve as the primary point of contact for new customers throughout their onboarding process, ensuring a smooth and timely transition to using our software.
- Conduct thorough assessments of the customers' needs and goals to improve and streamline our onboarding process.
- Collaborate with cross-functional teams including sales, customer success, and product to gather relevant information regarding the customers' journey and experience, ensuring more streamlined handovers.
- Coordinate and facilitate onboarding activities with our customers (e.g., account setup).
- Take a proactive approach to onboarding by asking questions to understand their goals, concerns, and expectations.
- Act as a trusted advisor to the customer, offering recommendations and data-driven insights to optimize their experience.
What you will be doing:- Serve as the primary point of contact for new customers throughout their onboarding process, ensuring a smooth and timely transition to using our software.
- Conduct thorough assessments of the customers' needs and goals to improve and streamline our onboarding process.
- Collaborate with cross-functional teams including sales, customer success, and product to gather relevant information regarding the customers' journey and experience, ensuring more streamlined handovers.
- Coordinate and facilitate onboarding activities with our customers (e.g., account setup).
- Take a proactive approach to onboarding by asking questions to understand their goals, concerns, and expectations.
- Act as a trusted advisor to the customer, offering recommendations and data-driven insights to optimize their experience.
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