Customer Onboarding Specialist

5 months ago

London, United Kingdom Turtl Full time

Turtl is an exciting software company with more than 300 customers around the world and 120+ employees based in London and Boston.

Our software enables anyone to create, personalize, publish and track digital documents - with no need for specialist design or coding skills. Turtl is used by businesses of all sizes, from small organizations to big names, such as Cisco, Nestle and Lexus. We think there’s huge potential for growth given the wide applicability of our software and the clear benefits we’re hearing from customers.

It’s a fast-paced work environment, so we’re looking for talented people who want to continuously learn and actively embrace challenges. You’ll find Turtl a straightforward and open place to work, where colleagues can be relied on to help.

If you’re ready to take that next step in your career, then it’s a great time to be joining the team

**LONDON**

Our London office is located within WeWork, Spitalfields, a unique coworking space in the heart of East London's tech hub. With an open-plan space, ideal for collaborative working and networking, this is home to a broad range of teams including Marketing, Customer Success, Sales, Account Management, Finance, Legal and People teams. We have on-site cafe, rooftop terrace/bar, weekly wellness and cultural events, as well as fully stocked kitchens within the building.

**THE ROLE**

Reporting into a Senior Onboarding Specialist you will support our customers by providing a comprehensive onboarding experience to ensure that the customer gets off to a flying start with Turtl and maximizes the value they see. The goal is to inspire, excite and motivate customers by showing them just how great content produced in Turtl can be. You will work closely with our clients to understand their goals and success measurements for the pieces of content they want to produce in their first 3 months. This will typically involve training users on the tool and helping them create, publish and analyze the performance of their content within Turtl. Sometimes you may need to create a bespoke onboarding plan to meet the customers' needs.

As users interact with the Turtl platform, we capture a variety of activity metrics to help us see who's really engaged and who's usage is waning. Your responsibility will be to understand each customer and their objectives for Turtl, analyse the engagement metrics from users, to monitor usage levels, flag low adoption and make successful interventions to get people back into the tool and using our software successfully.

**WHAT YOU’LL DO**
- You will be responsible for delivering and monitoring onboarding (typically up to 3 months) for a portfolio of customers. This will include managing the customer relationship from the point of sale through successful implementation and onboarding completion.
- You will understand the customer requirements for the product and ensure that the customer’s onboarding plan will help them achieve their goals.
- You will guide, support, and assist customers to ensure maximum product adoption.
- You will complete video and phone calls to ensure that customers are supported during the onboarding process.
- Be a Turtl expert and discuss or educate on any nuance of the product internally and externally.
- You will own rescue plans for customers that fall behind in Onboarding to help the customer get back on track and complete on time.
- After onboarding you will transfer your customer relationships to a customer success manager.
- You will work closely with sales, product, and support teams to ensure that each piece of the journey meets customer expectations.
- You will help create repeatable processes, resources, and frameworks to use when onboarding customers.
- You will assist in the tracking and reporting on onboarding: identifying key trends, where customers fall behind etc.

**Requirements**:

- You are passionate about providing high levels of customer service and training and have a desire to constantly improve.
- You are an excellent communicator who is able to communicate and influence stakeholders at all levels.
- You have great problem solving skills and are solutions-focused.
- You have strong attention to detail skills.
- You have great project management, organisation and prioritization skills.
- You have an appetite to learn quickly, ask for feedback, contribute new ideas, and understand the bigger picture to deliver value to the business.
- You are able to work collaboratively, share insights and knowledge to support others around you.

**Benefits**

We offer a competitive base salary, share options within Turtl, plus up to 25 days of holidays (plus bank holidays), as well as a birthday day off. Funded by Turtl, you’ll be enrolled in our workplace pension, life assurance and Benefit Hub schemes. We offer our employees a flexible approach to hybrid working where they can split their time between working from home and the office.

**EQUAL OPPORTUNITIES STATEMENT

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