Customer Onboarding Specialist, Appspace
Workspace management software
Be an early applicant
Workspace management software
201-500 employees
Be an early applicant
201-500 employees
Company mission
To help organizations connect their people, places, and spaces to create a workplace employees love.
Role
Who you are
- This role is perfect for a detail-oriented, client-focused individual with a passion for technology and helping others succeed
- Bachelor's degree in Business, Computer Science, or a related field
- 1-3 years of experience in a client-facing role within a SaaS environment, such as a support specialist, technical consultant, or entry-level customer success role
- Strong organizational skills and the ability to manage multiple tasks simultaneously
- Excellent written and verbal communication skills, with the ability to explain technical concepts clearly
- Strong problem-solving skills and a proactive approach to issue resolution
- A strong desire to help customers succeed and a customer-first mindset
- Familiarity with Salesforce CRM software, project management tools (Mission Control, Monday.com) and communication platforms (e.g., Slack, MS Teams, Zoom)
- Prior onboarding, implementation or training (even informally) is a significant plus
- Ability to work collaboratively in a fast-paced, dynamic environment
What the job involves
- As an Customer Onboarding Specialist, you will be instrumental in guiding our new clients through a successful implementation and initial adoption of our platform
- Working closely with the Onboarding Manager and Project Manager, you will be responsible for executing the onboarding plan, providing hands-on support, and ensuring clients quickly realize value from our solution
- Execute client onboarding plans, including system configuration, data migration, and initial setup
- Provide direct support and guidance to clients throughout the implementation process
- Conduct training sessions for clients on platform features and best practices
- Monitor client progress during onboarding, proactively identifying and addressing
- Potential challenges
- Collaborate with clients to understand their specific needs and configure the platform to maximize their success
- Ensure a smooth transition for clients from sales to onboarding, and from onboarding to the Customer Success and Support teams
- Build and maintain positive relationships with client stakeholders during the onboarding phase
- Understand client business objectives and guide them on how our platform can best meet their needs, maximizing product adoption and value realization
- In collaboration with the Project Manager, communicate regularly with clients on project status, upcoming milestones, and any potential issues
- Act as a primary point of contact for client inquiries and technical questions during onboarding
- Gather client feedback to contribute to product and process improvements
- Maintain accurate and up-to-date documentation of client configurations and onboarding progress
- Contribute to the creation and refinement of internal onboarding playbooks, guides, and training materials
- Identify opportunities to improve the efficiency and effectiveness of the onboarding process
- Collaborate with cross-functional teams (Sales, Product, Engineering, Customer Success) to ensure a cohesive customer journey
Our take
Founded back in 2002, Appspace has grown into something of a leader in the workplace experience field. What essentially started as an internal content management and digital signage toolkit has since expanded into an end-to-end workplace management platform that caters for both physical and digital co-working and communication.
The calibre of customers that Appspace serves says a lot about its status – Google, Meta, LinkedIn, Coca-Cola and Pfizer all use the platform. It’s to the company’s credit that it’s stayed abreast of changing needs in the workplace, and added to its product offering at opportune moments, either by developing its solutions or via strategic acquisitions.
Now that a blend of on-site, hybrid, and remote working is the norm, there’s a need for a single platform that ensures good employee (and customer) experiences, rather than companies using a host of distributed apps. It’s a need that Appspace is fulfilling well, as it continues to invest in product innovation.
Steph
Company Specialist at Welcome to the Jungle
Insights
8% employee growth in 12 months
Company
Company benefits
- Generous PTO
- Flexible work schedules
- Remote work opportunities
- Paid company holidays
- Appspace Quiet Fridays (No non-essential internal meetings scheduled)
- A casual dress work environment
Company HQ
Farmers Branch, TX
Leadership
Tony DiBenedetto
(CEO & Chairman)They have served as the CEO of Appspace since 2020. Alongside this, they are the Founder of Think Big For Kids. Previously, they were an Executive Entrepreneur in Residence at Tampa Bay Wave and CEO at Concerto Cloud Services and Tribridge.
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