Customer Onboarding Specialist, Fleetio
Bilingual
+ Incentive stock options
Fleet management platform
Be an early applicant
Fleet management platform
201-500 employees
Be an early applicant
+ Incentive stock options
201-500 employees
Company mission
To help organizations track, analyze and improve their fleet operations.
Role
Who you are
- We're looking for a highly organized, detail-oriented, and tech-savvy team member who excels at optimizing processes to help customers adopt new technology to develop more successful habits. If this is you, we encourage you to apply
- At least 3 years of experience in a customer-facing role in a SaaS environment (experience in customer success or support with an emphasis on training or implementation)
- Experience working with our tools — Project Management tool (Gainsight), CRM systems (Salesforce), online project management tools (Asana) and internal communication tool (Slack)
- Strong Excel skills + comfortable manipulating and importing large amounts of data
- Impeccable written and verbal communication skills and the ability and ease to interact with every level of customer to quickly build trust
- Your work is meticulous and precise when executing a task. When it comes to details, you are painstakingly accurate and consistently thorough all while managing your time appropriately
- Strong team player, but also a self-starter who can work autonomously
- Empathetic - you want to help and serve our customers to become natural Fleetio evangelists
- You are passionate about organization and can adhere to and improve organizational systems. If there's a way to reduce redundant work, you're on it
- Comfortable with change, experimenting, and trying new ideas
- Must be bilingual in both English and Spanish (reading, writing, speaking)
What the job involves
- As an Onboarding Specialist for Fleetio's Onboarding Services team, your job is to ensure our customers fully adopt our fleet management and maintenance software platform
- You'll achieve this by establishing a strong rapport with key stakeholders and executing a process-driven onboarding experience
- You'll work directly with customers to document their desired outcomes, complete product training, configure their Fleetio account, import their data, and roll out the product to their users
- In this role, you'll manage a portfolio of onboarding projects representing a diverse set of customer industries and geographies
- In addition, you'll work with and be supported by several other Fleetio teams and integration partners as you lead our customers through their onboarding journey
- Work closely with customers to assess their goals and existing business practices to ensure onboarding alignment, proper account setup, and implementation support
- Track tasks against a schedule, execute onboarding efforts, and coordinate with internal staff to ensure milestones are met on a timely basis
- Measure and track customer onboarding outcomes
- Share the voice of the customer as you partner with Engineering, Marketing, Product, and Sales to deliver a best-in-class customer experience
- Become a trusted resource for software and productivity trends in the fleet management domain
Application process
- Be sure to mention coffee in your application so we know you actually read this
Our take
Fleetio offers software that helps organizations track, analyse, and improve their fleet operations. Fleet management is known to be an often complex and difficult task, so Fleetio's services unburden organizations of this, enabling them to focus time and energy on their own mission.
The start-up makes it easier for businesses to lease a fleet of vehicles with an app with which managers, drivers and mechanics can access and update information, relieving users of outdated fleet software and complicated spreadsheets. This simple solution has proven effective with the start-up seeing nearly 400% growth in a three year margin.
The company planned to invest its funding towards expanding operations and venturing into new markets globally, as well as developing new services. In 2023, it integrated with FleetIT and Toll Management Solutions to offer nationwide coverage for fleets at reduced rates. With moves like this, Fleetio can certainly expect to continue its growth, especially given its stable position in a market estimated to be worth $52.4 billion by 2027.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
18% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2025
$450m
SERIES D
May 2023
$144.7m
SERIES C
Total funding: $620m
Company benefits
- 100% health/dental coverage (50% family)
- Vision insurance
- Incentive stock options
- 401(k) match of 4%
- PTO - 4 weeks
- Parental and bonding leave
- 8 company holidays + 2 floating holidays
- Dependent care and medical FSA
- Community service funds
- Short and long term disability
- Mac laptop + new hire equipment stipend
- Professional development funds
- Health and wellness initiatives
- Remote working friendly
- Monthly catered lunches
- Office snacks
Company HQ
Central City, Birmingham, AL
Leadership
Tony Summerville
(CEO)Previously served as Product Manager for Daxko and as a Software Engineer for Regions Financial Corporation. Currently acts as a Board Member for TechBirmingham and Venture for America.
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