Onboarding Representative I

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  • Company glasshouse
  • Employment Full-time
  • Location 🇺🇸 United States, Tennessee
  • Submitted Posted 5 days ago - Updated 5 hours ago

Key Responsibilities

  • Lead key meetings with customers, including but not limited to ad-hoc calls to schedule trainings, one-to-many training sessions, and follow-ups
  • Clearly communicate the onboarding process and manage expectations before, during, and after contact for new clients
  • Understand each customer’s goals and objectives, reasons for choosing GlassHous,e and expected ROI, and be able to tailor onboarding accordingly
  • Communicate professionally and maintain engagement with customers in your portfolio about scheduled calls, questions, product guides, etc.
  • Monitor customer progress and provide a proactive check-in when needed
  • Identify any roadblocks in the onboarding process and escalate accordingly
  • Document the customer’s journey completely in our CRM
  • Work cross-functionally to deliver product feedback, feature requests, and bugs.
  • Actively participate in company and departmental meetings, as assigned
  • Remote Work with Hybrid Opportunity - We are a remote team with a hybrid office structure for Nashville area team members. 
  • As an early-stage company, roles may change and expand over time. You will have an opportunity to participate in lots of new initiatives and projects. 
  • Attend and engage during 1-2 annual team meetings in Nashville, TN. These are generally 2-3 days, including travel. 

About You:

  • Must have:
    • Mission and value alignment 
    • 1-3 years of experience in Customer Success, Onboarding, Account Management or related customer-facing roles
    • Strong communication skills - both verbal and written
    • Comfortable working in a camera-on organization and leading virtual meetings, training sessions, etc.
    • Detail-oriented and highly organized
    • You’re very computer-competent and can handle software tools b/c you’ve used them before (maybe not our specific stack, but you’re not afraid of technology)
    • Ability to travel to company off-site meetings 1-2 times per year. These are usually 2 days in Nashville, TN. 
    • We require individuals to live in Mountain, Central, or Eastern time zones.
  • Nice to have:
    • Home service, real estate, and/or outbound sales background - This helps with understanding our customers
    • Familiar with our tech stack (Hubspot, Google Suite, Slack, Zoom) and other relevant CS and customer support products. 
    • Familiar with home service software like CRMs, FSMs or other sales platforms
    • Early-stage start-up experience

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