Sales Onboarding Specialist - Remote

What makes Workiz unique?

This is a special place with a unique combination of brilliance, spirit, and just all-around great people. Here, if you’re willing to do more, your career can take off. We are a leading SaaS company for the field service industry, one of the most recession-proof and lucrative industries today.

Workiz is located in the heart of San Diego in the convenient area of Kearny Mesa. Our open space offices can accommodate our 100+ employees and when we are not hard at work, you can find us relaxing with a cup of coffee or surfing the Pacific Beach breaks. Workiz understands that you have a life outside of the office, so we have a flexible work week that allows you to work 3 days from the office and two days from home, but you won't want to miss happy hour!

Who are you?

You’re not just any Onboarding Specialist; you have a passion for helping customers and strive to bring the WOW factor to their first interactions with a brand. You understand that onboarding is more than just a checklist - it’s an opportunity to build lasting relationships and set the stage for customer success. You’re knowledge-hungry, tech-savvy, and love to stay up-to-date with the latest product releases to incorporate them into a seamless onboarding process. You are well organized and know how to prioritize your day to handle a full workload. You enjoy a fast-paced, start-up environment and like to contribute your feedback to make a difference.

So, what will you be doing all day?

• Provide onboarding to new accounts in virtual meetings where you’ll demonstrate how to configure the account and extract maximum value from their solution
• Collaborate with Sales, Support, and Customer Success teams to ensure a smooth transition from prospect to loyal customer
• Conduct proper discovery to confirm sales notes around customer priorities, and de-escalate onboarding or sales concerns effectively to keep them moving forward
• Help troubleshoot product or workflow issues to improve customer satisfaction during the onboarding process and tailor the solution to meet their goals
• Join sales meetings providing technical product support and workflow assessment to assist in closing or retaining deals
• Attend product feedback sessions to be the voice of the customer and help guide our product roadmap
• Reach out by phone and email to new customers to schedule onboarding training sessions and ensure they are on track for their preferred go-live date and begin using the software
• Gather feedback during the onboarding process and update notes and tasks in the CRM
• Send recordings of onboarding sessions to customers and create separate tutorials as needed

Hiring process with us:

At Workiz, we aim to complete our hiring processes at lightning speed, keeping the time between when we receive your CV until you (hopefully) sign with us super short, communicative, and transparent.

Why You’ll Love Being a Workizer:

• You’ll actually love the product you work with and the people too:)
• Excellent benefits
• Team players. Rockstars without the ego. Fast learners that work hard and get S*** done.
• There is no such thing as a bad idea
• ​​You can grow your career in any direction you choose
• Diversity isn’t just a buzzword
• We know how to have fun! Join our surf club, ping pong tournaments, and other spontaneous activities. Oh, and we throw some killer parties.
• We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties.

Compensation

• Market-level compensation based on experience $72,000-$78,000 On Target Earnings
• Workiz offers a competitive benefits package including employee stock ownership program, up to 70% company paid Medical, Dental, and Vision and 4.0 % 401K match

Ideally, we’re looking for

• 1+ years of experience in Customer Onboarding, Sales Engineering, or Technical Sales
• Experience providing training or product demonstrations to clients
• Exposure to SaaS, UCaaS, Digital Marketing, or other technical solutions
• Tech savviness and the ability to quickly and constantly learn new products and processes
• Excellent verbal and written communication skills
• Able to adhere to best practices in time management and organization
• Proven ability to establish professional rapport and influence customers over email, video, or phone
• Driven and highly motivated to ensure customer success

These would also be nice:

• SDR/AE/AM/CS experience
• Complex or Franchise solution onboarding experience
• Experience in both start-ups and established companies
• HubSpot and JIRA proficiency
• Knowledge of business processes, departments, and stakeholders
• Field Service Business exposure