Onboarding Specialist, Capdesk from Carta

• 2-3 years experience in a Customer Success role (In a SaaS company)
• Experience in a startup company or previous involvement in building a CS function from the ground up
• Some experience working with large data sets and Excel
• Highly organised and able to prioritise time and tasks effectively
• Some experience building/proposing processes for a new function
• A flair for creative problem-solving
• The ability to work autonomously and embrace new challenges
• A supportive nature – you’re always looking to help those around you

Desirable

• Take full ownership of the secondaries customer’s onboarding to both Capdesk’s core product and secondaries
• Deliver end user training and the writing the supporting documentation
• Establishing a strong and genuine rapport with all of Capdesk’s secondary customers and be their main go-to person for support and guidance pre, during and post secondary transactions
• Build out processes to maximise customer success on our platform when running secondaries
• Being the eyes and ears of our secondaries customers, you will help us prioritise which parts of the product we should focus our efforts on fixing and developing to continue delivering the most value
• Being the internal voice of the Capdesk customer, constantly feeding back and working collaboratively with other teams
• Providing informative handovers to the CSMs
• The success of the Transactions product will directly impact your possibilities at Capdesk - and right now they look endless!