Onboarding Specialist
Swooped · United States
- Hybrid
- Full-time
- $120,000 / year
- United States
Tailored resume — keyword-matched to this role.
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Job highlights
- Onboard new clients to a FinTech platform.
- Drive customer success and platform usage.
- Provide training and best practices.
- Work remotely with a fast-growing company.
- Earn competitive base pay and commission.
About the role
About the Opportunity
The organization is an extremely fast-growing FinTech company that has built the simplest, fastest, and most inclusive Buy Now, Pay Later solution for medical practices such as dentists, medical aesthetics, veterinarians, etc. The organization enables medical practices to treat more patients by making their services more financially accessible. The company was founded and is led by entrepreneurs with a previous successful exit and backed by an all-star lineup of investors.
About the Role
The company is looking for a Customer Onboarding Specialist who will be on the front lines to set up customers for success with its cutting-edge financing platform. The Customer Onboarding Specialist is a crucial member of the sales organization and onboarding team, and owns each new account for 30 days. This position is mission-critical to the value provided to end users.
Key Responsibilities
- Deliver best-in-class training to customers
- Prepare before calls to ensure implementation is efficient and practical
- Deliver engaging narratives based on past customer successes to build initial momentum and excitement
- Leverage various software to effectively conduct a meaningful onboarding experience
- Maximize customer usage of the platform in the first 30 days
- Introduce and optimize marketing and placement with merchant partners
- Provide customers with best practices and materials to increase their revenue and usage
- Provide critical feedback to internal teams
Required Qualifications
- 2+ years of experience in a customer-facing role
- Developed passion for the customer experience
- Exceptional verbal and written communication skills
- Strong ability to connect interpersonally with others
- Comfortable working with various software platforms
- Adaptable and proven ability to troubleshoot on the fly
- Problem solver with a can-do attitude and a high attention to detail
Preferred Qualifications
- Bonus for experience with sales, customer success, or account management
Compensation Package
- $87k base pay
- $33k uncapped on-target commission
- Generous equity grant
- Medical, vision, and dental benefits
- Fully remote company
- Summer and winter company retreats
Key skills/competency
- Customer Onboarding
- FinTech
- Sales
- Customer Success
- Account Management
- Training
- Communication Skills
- Problem Solving
- Software Platforms
- Customer Experience
Skills & topics
- Customer Onboarding Specialist
- FinTech
- Customer Success
- Account Management
- Sales
- Training
- Remote
- Customer Experience
- Buy Now Pay Later
- Onboarding
How to get hired
- Tailor your resume: Highlight customer-facing experience, communication skills, and problem-solving abilities relevant to customer onboarding.
- Craft a compelling cover letter: Express your passion for customer experience and FinTech, and explain how you'll drive success for new clients.
- Prepare for interviews: Be ready to discuss your experience in customer success, troubleshooting, and training. Showcase your understanding of the FinTech industry.
- Highlight remote work skills: Emphasize your ability to work independently, manage time effectively, and communicate proactively in a remote environment.
Technical preparation
Master CRM and onboarding software.,Practice delivering engaging product demos.,Familiarize with FinTech and BNPL concepts.,Prepare troubleshooting scenarios and solutions.
Behavioral questions
Describe a challenging customer onboarding.,How do you build rapport with clients?,Share a time you solved a customer problem.,How do you handle feedback to internal teams?
Frequently asked questions
- What is the role of a Customer Onboarding Specialist at this FinTech company?
- As a Customer Onboarding Specialist at this FinTech company, you will be responsible for guiding new clients through the setup and initial usage of their innovative Buy Now, Pay Later platform. You'll own the customer relationship for the first 30 days, focusing on training, driving platform adoption, and setting them up for long-term success.
- What kind of experience is required for the Customer Onboarding Specialist position?
- The company requires at least 2 years of experience in a customer-facing role. A passion for customer experience, strong communication and interpersonal skills, comfort with software platforms, and a problem-solving mindset with attention to detail are essential. Experience in sales, customer success, or account management is a plus.
- What is the compensation and benefits package for the Customer Onboarding Specialist role?
- This role offers a competitive compensation package including an $87k base salary, $33k uncapped on-target commission, and a generous equity grant. Additionally, employees receive comprehensive medical, vision, and dental benefits, and the company offers fully remote work with summer and winter retreats.
- How does the company use Swooped for hiring?
- Swooped is a talent platform that connects candidates with hiring companies. For this specific role, clicking 'Apply' will direct you to Swooped to review the details of the position and the hiring company. Swooped facilitates the application process, but the hiring decisions are made by the FinTech company itself.
- What are the growth opportunities for a Customer Onboarding Specialist at this company?
- This role is with an extremely fast-growing FinTech company founded by entrepreneurs with a successful exit. Being a mission-critical position on the front lines of customer success, there are significant opportunities for growth within the sales organization and the company as it scales.
- What is the work environment like for the Customer Onboarding Specialist?
- The company is fully remote, fostering a flexible and collaborative work environment. They are committed to building a diverse and inclusive team and offer unique perks like summer and winter company retreats to foster team connection despite the remote setup.