customer onboarding specialist

ForgeOS

<div>The ForgeOS team is growing! We are in need of a Customer Onboarding Specialist. This full-time, fully remote role is a great fit for polished, customer-facing professionals who thrive on consistency, detailed operational process, creating and executing training sessions with new customers and proposing solutions when gaps are identified. Ideal candidates have two or more years' experience in a role onboarding new customers to a SaaS or technology environment. Knowledge of the telecom, IT channel, or technology services distributor (TSD) industry is a plus.
 
 
At ForgeOS, our mission is to develop and deliver the technology, tools, talent, and insight required to make a demonstrable positive impact on the bottom line for telecom partners and their customers. With over 50 years of collective technology, partner channel, and industry experience, ForgeOS delivers automation and expertise designed to unravel the complexity of the telecom market. Check us out at https://forgeos.co/about 
 
ForgeOS offers a great benefits package including:<ul><li>
4 weeks of PTO</li><li>
10 paid company holidays plus an extra day of PTO to use on your birthday</li><li>
Parental Leave</li><li>
Professional development budget
</li><li>401(k)
</li><li>Tuition reimbursement</li></ul>
 &hellip;and many more benefits are available at ForgeOS &ndash; apply today to see what working for an industry disrupter can do for your career. 
 
The starting pay rate/range at time of hire for this position is $28.85 to $33.65 per hour depending on skills and experience. The rate/range provided herein is the anticipated pay at the time of hire, and does not reflect future job opportunity. This position is qualified for benefits, which include health, vision, and dental insurance offerings, paid time off, and retirement plan. 
 
JOB TITLE: Customer Onboarding Specialist 
REPORTS TO: Director of Revenue Operations 
 
 JOB SUMMARY: 
This is an operational role responsible for the administrative coordination, logistics, and training delivery within the partner onboarding experience for new Technology Advisor (TA) partners joining the ForgeOS platform. The Customer Onboarding Specialist manages onboarding workflows, delivers training sessions, coordinates credential collection and system access, and maintains onboarding tracking systems in support of the Sales-led partner relationship. 
Additional responsibilities include building self-service onboarding and training resources that ForgeOS currently lacks such as training videos, quick-reference guides, help documentation, and other knowledge resources that reduce recurring partner support volume and free director-level capacity for high-value service delivery. 
ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>
Coordinate the operational onboarding workflow from signed agreement through platform activation, including folder and legal document setup, onboarding tracker updates, email distribution access requests, software access provisioning, and credential collection follow-up</li><li>
Coordinate and deliver structured training sessions across five modules (Pre-Sales, Order Management, Commissions, Integrated Supplier, and Data Reveal), adapting content based on partner plan tier (Pro vs. Premium)</li><li>
Maintain daily accuracy of onboarding tracking systems ensuring leadership and directors have a current view of partner status without ad-hoc requests</li><li>
Triage routine partner questions and resolve them directly or route to the appropriate functional owner (Commissions, Data Migration, Pre-Sales, Order Management)</li><li>
Prepare kickoff call materials including partner-specific deck customization, and draft post-kickoff summary emails and action plans for review and distribution</li><li>
Log all partner interactions the same day per guidelines, ensuring a follow-up email is sent for any communication that did not occur over email</li><li>
Publish a weekly onboarding status digest to leadership and functional owners covering new partner activations, kickoff and training completion status, blockers, and escalations needed</li><li>
Create self-service onboarding and training assets: training videos, how-to guides, quick-reference documents, and FAQ content by converting recurring partner questions and training content into reusable resources</li><li>
Send post-training follow-up communications with session recordings, resource links, and key reminders to reinforce retention between training sessions</li><li>
Maintain a running list of repeat partner questions and use it to prioritize new onboarding and training content that reduces future support volume</li><li>
Escalate relationship-level or expectation-setting issues to the Partner Success Manager and escalate department-level operational issues to Directors in bi-weekly batches</li><li>
Coordinate scheduling and preparation across internal teams (Revenue Operations, Data Migration, Commissions) to ensure kickoff and training dependencies are met without delays</li><li>
Other Duties: Ad-hoc training sessions as needed based on partner requests or identified knowledge gaps and special projects as assigned.</li></ul>
 
EDUCATION, EXPERIENCE AND SKILLS:<ul><li>
2+ years of experience in customer onboarding, implementation, or training delivery in a SaaS or technology environment is required</li><li>
Experience in the telecom, IT channel, or technology services distributor (TSD) industry is a plus</li><li>
Experience creating training content such as training videos, help articles, knowledge base documentation, or how-to guides is preferred</li><li>
Experience with HubSpot or Jira is preferred</li><li>
Bachelor's degree in business, communications, or a related field and/or equivalent work experience is preferred</li><li>
Familiarity with commission structures, order management workflows, or data migration processes is a plus</li><li>
Demonstrated ability to manage multiple concurrent workflows with competing timelines and dependencies</li><li>
Strong written communication skills, including the ability to draft clear follow-up emails, process documentation, and partner-facing resources</li><li>
Proficiency in Microsoft Office suite, particularly Excel and SharePoint</li><li>
Highly organized and detail-oriented, with the ability to manage granular onboarding details across multiple partners without losing grasp of the higher-level timeline</li><li>
Articulate and confident methods of communicating both written and orally, including comfort presenting and leading training sessions via video call for external partners</li><li>
Ability to work cross-functionally and coordinate across teams without direct authority</li><li>
Must be authorized to work in the United States for any employer</li><li>
Must be able to read, write, speak and effectively communicate using proficient English</li></ul> 

Equal Employment Opportunity Policy 
ForgeOS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

ptGWfjiruC</div>

Customer Onboarding Specialist

<div>
 
 
 
 
 
 
 The ForgeOS team is growing! We are in need of a Customer Onboarding Specialist. This full-time, fully remote role is a great fit for polished, customer-facing professionals who thrive on consistency, detailed operational process, creating and executing training sessions with new customers and proposing solutions when gaps are identified. Ideal candidates have two or more years' experience in a role onboarding new customers to a SaaS or technology environment. Knowledge of the telecom, IT channel, or technology services distributor (TSD) industry is a plus.
 
 
 
 
 
 
 
 
 
 
 
 
 At ForgeOS, our mission is to develop and deliver the technology, tools, talent, and insight required to make a demonstrable positive impact on the bottom line for telecom partners and their customers. With over 50 years of collective technology, partner channel, and industry experience, ForgeOS delivers automation and expertise designed to unravel the complexity of the telecom market. Check us out at https://forgeos.co/about
 
 
 
 
 
 
 
 
 ForgeOS offers a great benefits package including:
 
 
 
 
 
 <ul>
 <li>
 
 
 
 
 
 4 weeks of PTO
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 10 paid company holidays plus an extra day of PTO to use on your birthday
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Parental Leave
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Professional development budget
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 401(k)
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Tuition reimbursement
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 &nbsp;&hellip;and many more benefits are available at ForgeOS &ndash; apply today to see what working for an industry disrupter can do for your career.
 
 
 
 
 
 
 
 
 The starting pay rate/range at time of hire for this position is
 
 $28.85 to $33.65 per hour&nbsp;
 
 depending on skills and experience. The rate/range provided herein is the anticipated pay at the time of hire, and does not reflect future job opportunity. This position is qualified for benefits, which include health, vision, and dental insurance offerings, paid time off, and retirement plan.
 
 
 
 
 
 
 
 
 
 
 
 
 JOB TITLE: Customer Onboarding Specialist
 
 
 
 
 
 
 
 
 
 
 
 
 REPORTS TO:
 
 
 
 
 
 Director of Revenue Operations
 
 
 
 
 
 
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 
 
 JOB SUMMARY
 
 
 
 
 
 
 
 :
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 
 
 
 This is an operational role responsible for the administrative coordination, logistics, and training delivery within the partner onboarding experience for new Technology Advisor (TA) partners joining the ForgeOS platform. The Customer Onboarding Specialist manages onboarding workflows, delivers training sessions, coordinates credential collection and system access, and maintains onboarding tracking systems in support of the Sales-led partner relationship.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Additional responsibilities include building self-service onboarding and training resources that ForgeOS currently lacks such as training videos, quick-reference guides, help documentation, and other knowledge resources that reduce recurring partner support volume and free director-level capacity for high-value service delivery.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 ESSENTIAL DUTIES AND RESPONSIBILITIES
 
 
 
 
 
 
 
 :
 
 
 
 
 &nbsp;
 
 
 
 
 <ul>
 <li>
 
 
 
 
 Coordinate the operational onboarding workflow from signed agreement through platform activation, including folder and legal document setup, onboarding tracker updates, email distribution access requests, software access provisioning, and credential collection follow-up
 
 
 
 
 </li>
 <li>
 
 
 
 
 Coordinate and deliver structured training sessions across five modules (Pre-Sales, Order Management, Commissions, Integrated Supplier, and Data Reveal), adapting content based on partner plan tier (Pro vs. Premium)
 
 
 
 
 </li>
 <li>
 
 
 
 
 Maintain daily accuracy of onboarding tracking systems ensuring leadership and directors have a current view of partner status without ad-hoc requests
 
 
 
 
 </li>
 <li>
 
 
 
 
 Triage routine partner questions and resolve them directly or route to the appropriate functional owner (Commissions, Data Migration, Pre-Sales, Order Management)
 
 
 
 
 </li>
 <li>
 
 
 
 
 Prepare kickoff call materials including partner-specific deck customization, and draft post-kickoff summary emails and action plans for review and distribution
 
 
 
 
 </li>
 <li>
 
 
 
 
 Log all partner interactions the same day per guidelines, ensuring a follow-up email is sent for any communication that did not occur over email
 
 
 
 
 </li>
 <li>
 
 
 
 
 Publish a weekly onboarding status digest to leadership and functional owners covering new partner activations, kickoff and training completion status, blockers, and escalations needed
 
 
 
 
 </li>
 <li>
 
 
 
 
 Create self-service onboarding and training assets: training videos, how-to guides, quick-reference documents, and FAQ content by converting recurring partner questions and training content into reusable resources
 
 
 
 
 </li>
 <li>
 
 
 
 
 Send post-training follow-up communications with session recordings, resource links, and key reminders to reinforce retention between training sessions
 
 
 
 
 </li>
 <li>
 
 
 
 
 Maintain a running list of repeat partner questions and use it to prioritize new onboarding and training content that reduces future support volume
 
 
 
 
 </li>
 <li>
 
 
 
 
 Escalate relationship-level or expectation-setting issues to the Partner Success Manager and escalate department-level operational issues to Directors in bi-weekly batches
 
 
 
 
 </li>
 <li>
 
 
 
 
 Coordinate scheduling and preparation across internal teams (Revenue Operations, Data Migration, Commissions) to ensure kickoff and training dependencies are met without delays
 
 
 
 
 </li>
 <li>
 
 
 
 
 Other Duties: Ad-hoc training sessions as needed based on partner requests or identified knowledge gaps and special projects as assigned.
 
 
 
 
 </li>
 </ul>
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 
 
 EDUCATION, EXPERIENCE AND SKILLS
 
 
 
 
 
 
 
 :
 
 
 
 &nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 
 2+ years of experience in customer onboarding, implementation, or training delivery in a SaaS or technology environment is required
 
 
 
 
 </li>
 <li>
 
 
 
 
 Experience in the telecom, IT channel, or technology services distributor (TSD) industry is a plus
 
 
 
 
 </li>
 <li>
 
 
 
 
 Experience creating training content such as training videos, help articles, knowledge base documentation, or how-to guides is preferred
 
 
 
 
 </li>
 <li>
 
 
 
 
 Experience with HubSpot or Jira is preferred
 
 
 
 
 </li>
 <li>
 
 
 
 
 Bachelor's degree in business, communications, or a related field and/or equivalent work experience is preferred
 
 
 
 
 </li>
 <li>
 
 
 
 
 Familiarity with commission structures, order management workflows, or data migration processes is a plus
 
 
 
 
 </li>
 <li>
 
 
 
 
 Demonstrated ability to manage multiple concurrent workflows with competing timelines and dependencies
 
 
 
 
 </li>
 <li>
 
 
 
 
 Strong written communication skills, including the ability to draft clear follow-up emails, process documentation, and partner-facing resources
 
 
 
 
 </li>
 <li>
 
 
 
 
 Proficiency in Microsoft Office suite, particularly Excel and SharePoint
 
 
 
 
 </li>
 <li>
 
 
 
 
 Highly organized and detail-oriented, with the ability to manage granular onboarding details across multiple partners without losing grasp of the higher-level timeline
 
 
 
 
 </li>
 <li>
 
 
 
 
 Articulate and confident methods of communicating both written and orally, including comfort presenting and leading training sessions via video call for external partners
 
 
 
 
 </li>
 <li>
 
 
 
 
 Ability to work cross-functionally and coordinate across teams without direct authority
 
 
 
 
 </li>
 <li>
 
 
 
 
 Must be authorized to work in the United States for any employer
 
 
 
 
 </li>
 <li>
 
 
 
 
 Must be able to read, write, speak and effectively communicate using proficient English
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 Equal Employment Opportunity Policy
 
 
 
 
 
 
 
 
 
 
 
 
 
 ForgeOS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
 
 
 
 
 
 
 
 &nbsp;
</div>

jamf

<div><div>At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple.

The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf.</div> 
What you'll do at Jamf:

The Customer Onboarding Specialist supports new customers as they begin using the product, helping them feel confident, informed, and set up for success. This role is ideal for someone who enjoys working with customers, learning software products, and providing clear, friendly guidance. With training and mentorship, the Specialist will lead onboarding activities, deliver product walkthroughs, and support solution setup while developing deep product knowledge over time. 


For those candidates who live near a Jamf office, you may be expected to work periodically in-office or collaborative work location with other Jamf employees in your area for certain events or moments that matter. 


What you can expect to do in this role:
<ul>
<li>Independently welcome new customers and support them through initial onboarding engagements</li>
<li>Lead live product walkthroughs and onboarding sessions, adapting content and pace to what each customer needs to be successful</li>
<li>Learn the product in depth and confidently explain core features, workflows, and best practices</li>
<li>Manager solution setup and configuration engaging guidance from senior team members on complex or non-standard scenarios</li>
<li>Gather customer goals and questions to design onboarding experiences reflecting each customer's unique environment and priorities</li>
<li>Partner with Customer Success, Support, and Implementation teams to ensure seamless handoffs at each stage of the customer lifecycle</li>
<li>Serve as the primary day-to-day onboarding coordinator determining when to connect customers with the right internal resources and subject matter experts at the right time</li>
<li>Apply foundational change management awareness to help customers understand adoption milestones and what to expect throughout the onboarding journey</li>
<li>Track onboarding activities, milestones, and customer feedback in internal systems</li>
<li>Identify and resolve common customer questions or challenges independently and escalate when appropriate</li>
<li>Contribute to onboarding documentation, templates, and learning resources</li>
<li>#LI-Remote</li></ul> 


What we are looking for:
<ul>
<li>Minimum of 2 years of experience in a customer facing role (customer support, customer success, onboarding, training, or similar) (Required)</li>
<li>Experience working with software or technology products (Preferred)</li>
<li>Exposure to CRM or customer tools (e.g., Salesforce, Zendesk, Gainsight, or similar) is a plus</li>
<li>Strong communication skills with a friendly, professional approach</li>
<li>Comfort speaking with customers via video calls, email, and chat</li>
<li>Ability to learn new software tools and concepts quickly</li>
<li>Organized and detail-oriented, with the ability to manage multiple tasks</li>
<li>Problem solving mindset and willingness to ask questions and seek guidance</li>
<li>Collaborative team player with a customer-first attitude</li>
<li>2 Year / Associate's or Bachelor's degree in Business, Communications, Information Systems, Marketing, Education or a related field (Required)</li>
<li>Introductory Customer Success or Customer Support Certifications (Preferred)</li>
<li>Basic onboarding, enablement or training certifications (Preferred)</li>
<li>A combination of relevant experience and education may be considered
<ul><li>Equivalent experience in customer-facing roles (support, training, hospitality, etc,) may be considered in place of a degree</li></ul></li> 
</ul>
SECURITY AND PRIVACY REQUIREMENTS
<ul>
<li>Participation in ongoing security training is mandatory</li>
<li>Established security protocols will be adhered to, sensitive data will be handled responsibly, and data protection practices are followed, including understanding relevant privacy regulations and reporting breaches</li>
<li>Acknowledging the Jamf Code of Conduct, where applicable security and privacy policies can be found, is a requirement of all roles at Jamf</li></ul> 


How we help you reach your best potential:
<ul>
<li>Named a 2025 Best Companies to Work For by U.S. News</li>
<li>Named a 2025 Newsweek America's Greatest Workplaces for Gen Z</li>
<li>Named a 2024 Best Technology Company to Work For by U.S. News</li>
<li>Named one of Forbes Most Trusted Companies in 2024</li>
<li>Named a 2024 Best Companies to Work For by U.S. News</li>
<li>Named a 2024 Newsweek America's Greatest Workplaces for Parents &amp; Families</li>
<li>Named a 2024 PEOPLE Companies That Care by PEOPLE&reg; and Great Place To Work&reg;</li>
<li>We train and we then we give you the room to grow. We offer a clear and defined customer support career path, but our Jamfs also choose to explore horizontal career growth to discover new interests and opportunities.</li>
<li>Our Support teams are the technical experts solving problems big and small for our loyal customer base. Tech support is human support and you will know you are making a real and meaningful impact for our more than 75,000 global customer base.</li>
<li>Our customers are some of the most loyal in the world. We put people over profits &ndash; which is why our customers keep coming back to us!</li>
</ul><div>
What it means to be a Jamf? 
We are a team of free-thinkers, can-doers, and problem-crushers. We value humility and the relentless pursuit of knowledge. Our culture flows from a spirit of selflessness and relentless self-improvement - driving both personal growth and collective progress throughout our company. We unite around common goals while respecting personal approaches, believing that fulfilled individuals create a thriving, vibrant workplace.
Our aim is simple: hire exceptionally good people who are incredibly good at what they do and let them do it. We provide the support and resources to let everyone be their authentic, best selves at work, at rest, and at play. We are committed to supporting the continual improvement of Apple in the workplace, the organizations that rely on them and the people who keep it all running smoothly.
Above it all, waves our banner of #OneJamf &ndash; and the knowledge that when we stand together, we accomplish so much more than we could alone. We seek individuals who share this unwavering journey toward growth to join us in our quest for constant improvement. 

What does Jamf do? 
Jamf extends the legendary Apple experience people enjoy in their personal lives to the workplace. We believe the experience of using a device at work or school should feel the same, and be as secure as, using a personal device. With Jamf, customers are able to confidently automate Mac, iPad, iPhone and Apple TV deployment, management, and security &ndash; anytime, anywhere &ndash; to protect the data and applications used by employees in the workplace, students learning in the classroom, and streamline communications in healthcare between patients and providers. More than 2,500 Jamf strong worldwide, we are free-thinkers, can-doers, and problems crushers who are encouraged to bring their whole selves to work each and every day.

Get social with us and follow the conversation at #OneJamf 


Jamf is committed to creating an inclusive &amp; supportive work environment for all candidates and employees. Candidates with disabilities or religious beliefs are encouraged to reach out if they need additional support or alternative options to our recruiting processes to accommodate their disability or religious belief. If you need an accommodation, please contact your Recruiter or Recruiting Coordinator directly. Requests for accommodation will be handled confidentially by Recruiting and will not be shared with the hiring manager. Jamf is an equal opportunity employer and does not discriminate against individuals who request reasonable accommodation for disability or religious beliefs. To request accommodations please email us at recruiting@jamf.com</div></div>

Covr Financial Technologies

<div></div><div><div>Product Specialist/Business Analyst</div>
REPORTS TO: CITO 
DEPARTMENT: R&amp;D 
FLSA STATUS: Exempt 
WORK SCHEDULE: M-F, may need to flex times due to business needs 
LOCATION: New York, NY: Hybrid (3 days onsite/2 days remote) 
 
COMPANY OVERVIEW: 
 
Optifino/Covr is a digital BGA built to simplify the permanent life insurance experience. Today, case design is fragmented, manual, and opaque. Advisors toggle between carrier systems, spreadsheets, and presentations&mdash;often taking days or weeks to arrive at an answer. We replace that with a unified, AI-powered platform that enables: 
<ul><li>Case design in minutes, not days</li><li>Side-by-side comparisons across carriers</li><li>Ongoing policy optimization and professional review</li></ul>
Our goal is straightforward: 
<ul><li>Help advisors deliver better outcomes for clients with less friction</li></ul> 

JOB SUMMARY: 
The Product Specialist/Business Analyst will be a hands-on role for someone who wants to be close to both the product and the customer. You will demo the platform, train users, and help shape how the product evolves based on real-world feedback. 
 
This role is best suited for someone with experience in fintech or financial services who has worked directly with customers. 
 
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: 
Product demos and client onboarding<ul><li>
Lead live demos of the Optifino platform for prospective users</li><li>
Clearly explain complex insurance workflows in a simple, structured way</li><li>
Train new customers across:</li><li>
Case design</li><li>
Policy comparison</li><li>
Professional review workflows</li><li>
Serve as a hands-on resource for advisors adopting the platform</li></ul>
Product feedback and AI interface development<ul><li>
Work closely with engineering to improve our AI-driven interface</li><li>
Provide structured feedback based on:</li><li>
Your own usage</li><li>
Customer interactions during demos and onboarding</li><li>
Interview advisors and sales partners to identify friction points and opportunities</li><li>
Translate qualitative feedback into clear, actionable product insights</li></ul>
Analytical and operational support<ul><li>
Support ad hoc analysis across:</li><li>
Client cases</li><li>
Platform usage</li><li>
Internal initiatives</li><li>
Help identify trends, inefficiencies, and opportunities</li></ul> 

Content and knowledge library development<ul><li>
Curate and expand our internal and client-facing content library</li><li>
Source relevant:</li><li>
Articles</li><li>
Planning strategies</li><li>
Industry thought pieces</li><li>
Help ensure advisors have access to high-quality, actionable content</li><li>
Perform other projects and duties as assigned.</li></ul> 

JOB SPECIFICATION/QUALIFICATIONS: 
Required Education and Experience:<ul><li>
2&ndash;5 years of experience in:<ul><li>
Fintech, insurtech, or a related financial services environment</li></ul></li><li>
Experience:<ul><li>
Running product demos and onboarding users</li><li>
Working directly with customers in a sales or solutions-oriented role</li></ul></li><li>
Bachelor&rsquo;s degree in:<ul><li>
Finance, Mathematics, Engineering, Business, or a related field</li></ul></li><li>
Ability to simplify complex concepts, especially in insurance or financial products</li><li>
Comfort working across product, engineering, and sales</li><li>
Demonstrate strong analytical skills, problem-solving, and critical thinking</li><li>
High ownership and flexibility in a fast-moving environment
</li><li>Possess solid understanding of SLAs, call queues, customer retention strategy, margins, and how to effectively drive results through improvements</li><li>
Excellent written and verbal communication skills, with an ability to clearly communicate complex information</li><li>
Excellent planning, organization and problem identification skills, with high attention to detail</li><li>
Willingness to work in-office in New York City at least three days per week</li></ul>
BENEFITS PACKAGE: 
We offer a competitive benefits package:
<ul><li>Paid Time Off (PTO): 3 weeks to start, increasing with years of service</li><li>
Paid holiday&rsquo;s &ndash; 11 days</li><li>
Medical, Dental and Vision &ndash; 80% of monthly premium paid by Covr for all full-time employees</li><li>
Adult and child orthodontia</li><li>
Health Savings Account (HSA) with quarterly company contributions</li><li>
Short-Term and Long-Term Disability</li><li>
Pet insurance for cats and dogs!</li><li>
Company paid Life and AD&amp;D insurance for all full-time employees.</li><li>
Supplemental Life and AD&amp;D insurance up to 5x&rsquo;s salary for employee</li><li>
Supplemental Life and AD&amp; D plans offered for spouse and dependents</li><li>
Flexible Spending Accounts (FSAs): medical, dependent, parking and transit</li></ul> 

Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position. 

YsCIzGjnfn</div>

Product Specialist/Business Analyst

Keeper Security

<div>Keeper is hiring a driven Implementation Specialist to join our B2B Support team. This can be a 100% remote position from select locations, with an opportunity to work a hybrid schedule for candidates based in the Chicago, IL metro area.

Keeper's cybersecurity software is trusted by millions of people and thousands of organizations, globally. Keeper is published in 23 languages and is sold in over 150 countries. Join one of the fastest-growing cybersecurity companies and provide the most seamless onboarding experience for our customers. 

About Keeper

Keeper Security is one of the fastest-growing cybersecurity software companies that protects thousands of organizations and millions of people in over 150 countries. Keeper is a pioneer of zero-knowledge and zero-trust security built for any IT environment. Its core offering, KeeperPAM&reg;, is an AI-enabled, cloud-native platform that protects all users, devices and infrastructure from cyber attacks. Recognized for its innovation in the Gartner Magic Quadrant for Privileged Access Management (PAM), Keeper secures passwords and passkeys, infrastructure secrets, remote connections and endpoints with role-based enforcement policies, least privilege and just-in-time access. Learn why Keeper is trusted by leading organizations to defend against modern adversaries at KeeperSecurity.com. 


About the Role

As an Implementation Specialist at Keeper Security, your role will be pivotal in guaranteeing the successful onboarding and adoption of our products by our customers. You will engage in close collaboration with our customers and work closely with our Implementation Manager to comprehend their unique requirements, subsequently configuring our solutions to precisely align with their needs. Your expertise and meticulous attention to detail will serve as the cornerstone for providing our customers with a seamless and exceptional experience. 


Responsibilities
<ul>
<li>Oversee the delivery of Keeper's software for all customers including initial deployments of new customers and expansion deployments of existing customers. This includes mastery level understanding of our complex line of technical SaaS products</li>
<li>Tailor our solutions to meet the specific needs and objectives of each customer, ensuring a personalized and effective experience</li>
<li>Offer continuous technical support to customers, adeptly troubleshooting issues and efficiently resolving any concerns as they arise. Furthermore, proactively recognize and rectify project-related risks and issues, promptly escalating them to engineering only when required</li>
<li>Maintain accurate records of customer configurations, customizations, and communication to ensure a comprehensive understanding of each implementation</li>
<li>Gather feedback from customers and collaborate with the product development team to improve the functionality and usability of our solutions</li>
<li>Effectively oversee multiple implementation projects concurrently, ensuring their timely delivery within predefined scope</li>
<li>Maintain consistent and transparent communication of project status and progress to internal stakeholders and customers, promptly addressing any arising issues or concerns</li></ul> 


Minimum Qualifications
<ul>
<li>2+ years of progressive experience in SaaS support and/or implementation</li>
<li>Experience with Salesforce</li>
<li>Experience with Google docs and MS-office tools</li>
<li>Experience in SaaS deployment with security software experience preferred</li>
<li>Proficiency in leading external customer engagements</li>
<li>Excellent communication and interpersonal skills, with the ability to effectively manage customer relationships</li>
<li>Strong analytical and problem-solving skills</li>
<li>Ability to work independently and as part of a team, across global regions and time zones</li></ul> 


 Preferred Qualifications
<ul>
<li>Experience with project management tools such as Monday.com</li>
<li>French language skills</li>
<li>Bachelor's degree in finance, business administration (or a field related to project management) or equivalent work experience</li></ul> 


Benefits
<ul>
<li>Medical, Dental &amp; Vision (Inclusive of domestic partnerships)</li>
<li>Employer Paid Life Insurance &amp; Employee/Spouse/Child Supplemental life</li>
<li>Voluntary Short/Long Term Disability Insurance</li>
<li>401k (Roth/Traditional)</li>
<li>A generous PTO plan that celebrates your commitment and seniority (including paid Bereavement/Jury Duty, etc)</li>
<li>Above market annual bonuses</li></ul> 


Keeper Security, Inc. is an equal opportunity employer and participant in the U.S. Federal

E-Verify program. We celebrate diversity and are committed to creating an inclusive environment for all employees. 


Classification: Exempt<div> 

Keeper Candidate Privacy Notice

This notice explains how Keeper Security processes your personal data during recruitment. Depending on the role and location, the Controller of personal data (the organization responsible for determining why and how personal data is processed) will be Keeper Security Inc. (US), Keeper Security EMEA Ltd. (Ireland), or Keeper Security APAC K.K (Japan).

1. Data We Collect

Information You provide:
<ul>
<li>Contact details, CV/resume, cover letter</li>
<li>Employment history, qualifications, work eligibility</li>
<li>Application responses and uploaded documents</li>
</ul>
Information We generate:
<ul>
<li>Interview notes, assessments, communications</li>
<li>Scheduling information</li>
</ul>
Information From Others:
<ul>
<li>Recruiter/referral information who submit your profile</li>
<li>References (with your consent, before final offer)</li>
<li>Public professional profiles</li>
<li>Background verification (post offer)</li>
</ul>
Voluntary Diversity and Equal Opportunity Information
<ul>
<li>We may ask you to voluntarily provide diversity information including race/ethnicity, gender, disability status and veteran status (US). Providing this information is optional and Keeper collects this data in order to comply with EEOC and similar requirements</li>
</ul>
2. How We Use Your Data
<ul>
<li>Assess your application and suitability</li>
<li>Manage interviews and recruitment workflow</li>
<li>Consider you for other/future roles (we may seek your consent to keep your information on our systems beyond the retention period specified)</li>
<li>Comply with employment law obligations</li>
</ul>
3. Legal Basis
<ul>
<li>Legitimate Interests (recruitment management, security and integrity of the hiring process)</li>
<li>Contracting steps (for progressed candidates)</li>
<li>Legal and regulatory compliance obligations; explicit consent where required</li>
</ul>
4. Who We Share Information With

Internal:
<ul><li>HR, hiring managers, interviewers*, IT support for system administration</li>
</ul>
<ul><li>Note - diversity and equal opportunity data is not shared with hiring managers.</li></ul>

Third Parties:

Service providers who assist with:
<ul>
<li>Applicant tracking, recruitment systems and assessment providers</li>
<li>Background verification vendors (post offer)</li>
<li>Recruitment agencies (where applicable)</li>
<li>Tools to support communication, collaboration and to securely store your data</li>
</ul>
Keeper ensures that all our third parties are contractually bound to protect your personal data with adequate safeguards in place.

5. International Transfers

Your data may be accessed by Keeper entities globally as needed for the purposes of hiring and decision making. We protect any such data transfer between Keeper entities using appropriate safeguards under applicable data protection laws.
6. Security

We implement appropriate technical and organizational measures to protect your data, consistent with our industry leading security standards.

7. Retention

We keep your data for 24 months from your last application activity, then delete or anonymize it.
Exceptions:
<ul>
<li>You opt into our talent database for further retention by providing consent (extended retention)</li>
<li>You're hired (transfers to employee records)</li>
</ul>
8. Your Rights

You have the following rights and can contact us at the email below to exercise them:
<ul>
<li>Access, correct, or delete your data, subject to applicable law and retention requirements</li>
<li>Object to or restrict processing</li>
<li>Withdraw consent (where applicable)</li>
<li>Request data portability</li>
<li>Lodge a complaint with your data protection authority</li>
</ul>
If you become an employee, your rights regarding your employee record are governed by our internal Employee Privacy Notice and certain data will be retained as required under relevant laws such as employment or tax law.

When you request access to your personal data, some information may be redacted if it includes the personal data of other individuals or information that we must protect in order to preserve their privacy rights.

9. Automated Decisions

Keeper does not make hiring decisions using solely automated processing.

10. Contact - Candidates can send privacy questions to: privacy@keepersecurity.com</div></div>

Implementation Specialist

Symits HR

<div><h3 class="jobSectionHeader">Work Type</h3><ul><li>
On-site</li></ul><h3 class="jobSectionHeader">
Industry</h3><ul><li>
Not Specified</li></ul><h3 class="jobSectionHeader">
POSITION SUMMARY:</h3>
We&rsquo;re looking for a highly motivated and customer-obsessed B2B &amp; SaaS Account Manager with proven experience working in the US industry. Understanding the dynamics, expectations, and communication standards of US-based clients is essential for this role.
You will be responsible for leading customer onboarding, conducting product demonstrations, and managing day-to-day client relationships. This role is at the heart of our customer success journey &mdash; acting as the bridge between our product and the users to ensure smooth onboarding, consistent support, and proactive engagement with our clients.<h3 class="jobSectionHeader"> 
Key Responsibilities:</h3><ul><li>
Customer Onboarding &amp; Demos</li><li>
Lead onboarding sessions and guide new customers through the platform setup.</li><li>
Deliver product demos tailored to client-specific use cases.</li><li>
Ensure successful handoff from the sales team to customer success.</li><li>
Customer Relationship Management</li><li>
Act as the primary point of contact for B2B clients.</li><li>
Maintain strong client relationships through regular check-ins, feedback loops, and proactive outreach.</li><li>
Understand client workflows and recommend platform features to maximize value.</li><li>
Support &amp; Issue Resolution</li><li>
Monitor and respond to support tickets and client emails in a timely and professional manner.</li><li>
Collaborate with the product and technical teams to resolve bugs and issues.</li><li>
Track and escalate critical client issues to ensure quick resolution.</li><li>
Retention &amp; Expansion</li><li>
Work closely with customers to ensure renewals and identify upsell opportunities.</li><li>
Gather feedback to contribute to product roadmap decisions.</li></ul><h3 class="jobSectionHeader"> 
Required Qualifications:</h3><ul><li>
5+ years of experience in a B2B SaaS account management, customer success, or sales support role, in the US/Canada Industry</li><li>
Strong communication and interpersonal skills.</li><li>
Excellent problem-solving mindset and ability to multitask.</li><li>
Familiarity with CRM systems, ticketing platforms, and remote communication tools.</li><li>
Comfortable conducting Zoom/Google Meet demos and screen sharing walkthroughs.</li><li>
Tech-savvy with a solid understanding of SaaS products and customer onboarding workflows.</li></ul><h3 class="jobSectionHeader"> 
Preferred:</h3><ul><li>
Experience working with US-based clients.</li><li>
Basic understanding of ATS, CRM, and candidate communication workflows.</li><li>
Hands-on knowledge of ticketing systems and email support automation.</li></ul><h3 class="jobSectionHeader"> 
Why Join Us:</h3><ul><li>
Work with a fast-growing SaaS platform making a real impact in HR Industry.</li><li>
High-growth career opportunity in a performance-driven environment.</li><li>
Direct exposure to leadership and cross-functional teams.</li><li>
Flexible work arrangements and a collaborative culture.</li></ul></div>

Customer Success Manager (SaaS)

First Abu Dhabi Bank (FAB)

<div>
 
 Company Description
 
 
 
 First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We&rsquo;re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you&rsquo;ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger &ndash; together.
 
 
 
 Job Description
 
 
 
 We are seeking a detail-oriented and customer-focused Officer, Digital Onboarding (Part-Time) to join our team in Abu Dhabi, United Arab Emirates. This role offers an exciting opportunity to contribute to our digital transformation efforts and enhance our customer onboarding experience.
 
 
 <ul>
 <li>
 Facilitate the digital onboarding process for new customers, ensuring a smooth and efficient experience
 </li>
 <li>
 Utilize digital onboarding platforms and CRM systems to manage customer information and documentation
 </li>
 <li>
 Provide excellent customer service, addressing inquiries and resolving issues related to the onboarding process
 </li>
 <li>
 Collaborate with cross-functional teams to streamline and improve digital onboarding procedures
 </li>
 <li>
 Ensure compliance with UAE banking regulations and internal policies throughout the onboarding process
 </li>
 <li>
 Maintain accurate records and generate reports on onboarding metrics
 </li>
 <li>
 Identify opportunities for process improvement and contribute to the development of new digital onboarding solutions
 </li>
 <li>
 Participate in training sessions to stay updated on the latest digital onboarding technologies and best practices
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Excellent verbal and written communication skills in English and Arabic
 </li>
 <li>
 Proven ability to manage time effectively and handle multiple tasks in a part-time capacity
 </li>
 <li>
 Customer-oriented mindset with a commitment to providing exceptional service
 </li>
 <li>
 Basic IT skills and ability to quickly adapt to new technologies
 </li>
 </ul>
</div>

Officer, Digital Onboarding(Part-Time) - Emiratized Role

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Officer, Digital Onboarding(Part-Time) - Emiratized Role