Onboarding Specialist and Customer Service

Verified

$8/hr

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Outline

Looking for Freelance work (40 hours/day) at $8/hour

Associate Degree

English proficiency Fluent

Professional Summary

Highly organized and detail-oriented individual with experience in project management and software implementation.

Skills & Experience

Skills

Customer service 10+ Years

Client onboarding, reporting, and issue management 2-5 Years

Customer Success Management 2-5 Years

Communication Skills 10+ Years

Experience highlights

SaaS Senior Onboarding Specialists

Ylopo LLC · July/2022 – /

• The primary responsibility of this role is to provide customer support,
troubleshooting help, and guidance.
• Conduct welcome calls over Zoom with new clients in the setup assigned to
your book of business.
• Training new clients in setup and addressing questions and concerns related
to the client setup process and/or use of our tools and systems.
• Perform mostly phone, but also email and text outreach to clients in setup.
• Follow up consistently with all clients in setup

SaaS Onboarding Specialists

Ylopo LLC · February/2021 – Present

• The primary responsibility of this role is to provide customer support,
troubleshooting help, and guidance.
• Training new clients in setup and addressing questions and concerns related
to the client setup process and/or use of our tools and systems.
• Perform mostly phone, but also email and text outreach to clients in setup.
• Follow up consistently with all clients in setup with pending roadblocks.
• Respond (via phone/email/text) to all clients in a timely manner to provide

Product Specific Trainer

Afni Philippines Inc. · October/2019 – Present

Deliver training to existing and newly hired employees to prepare them for
essential duties and tasks.’
Create an engaging and welcoming environment that enables students to
reach their maximum potential.
Plan, prepare and execute instructions and make sure that appropriate
instruction methods and materials are used for a specific mode of learning
Assess students' learning and performance using evaluation models and
tools.
Train agents how to handle different types of customers.

Operations Trainer

Concentrix · October/2018 – Present

Interview potential applicants needed for the department.
Conduct training for onboarding new hire employees.
Train staff how to handle different types of customers.
Train staff how to upsell and promote different items.
Create engagement activities to make sure that training will be active and fun
Follow all client related curriculums and make sure to adhere to timelines
Lead the class and make sure that all staff follow company rules and regulations

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