Note: The job is a remote job and is open to candidates in USA. Geotab is a global leader in IoT and connected transportation, seeking a Customer Onboarding & Success Specialist to ensure customer satisfaction and long-term success. The role involves managing a portfolio of customers, guiding them through onboarding and adoption, and optimizing their use of Geotab's telematics ecosystem.
Responsibilities
- Assess and understand each customer's unique operational needs, goals, and objectives to provide tailored solutions
- Guide customers through the initial setup and adoption process, aiming to foster long-term satisfaction and product engagement
- Maintain regular communication with customers to ensure smooth implementation and resolve any technical or operational issues
- Optimize the use of Geotab's telematics products, portals, dashboards, and reports to accelerate device activations
- Monitor customer health and identify improvement, engagement opportunities, and potential risks
- Recognize and act on opportunities to upsell or cross-sell products or services based on customer needs
- Process inbound Add-On order requests from existing customers, providing clear guidance and support throughout the ordering process
- Communicate customer feedback and insights to internal teams to drive program direction and continuous improvements
Skills
- Equivalent combination of education and/or work experience in a related field
- 1-3 years of experience in customer-facing roles such as customer support, customer success, or sales
- Proficiency with Salesforce or similar CRM platforms for managing customer records and interactions
- Demonstrated ability to build and maintain strong, trusted relationships with customers at all levels
- Strong verbal and written communication skills with the ability to explain technical concepts clearly
- Excellent organizational and time management skills, with the ability to manage multiple accounts simultaneously
Benefits
- Flex working arrangements
- Home office reimbursement program
- Baby bonus & parental leave top up program
- Online learning and networking opportunities
- Electric vehicle purchase incentive program
- Competitive medical and dental benefits
- Retirement savings program
- **\*The above are offered to full-time permanent employees only**
Company Overview