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OttoMate · Philippines

Customer Onboarding & Training Specialist (US Clients | SaaS | Salesforce)

entry_levelfull timePosted 3 days ago
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We are looking for a highly motivated Onboarding & Customer Success Specialist to support a fast-paced SaaS environment focused on delivering a seamless onboarding experience for new customers.

This role is ideal for someone who enjoys client interaction, structured coordination, and high-touch communication while ensuring customers are successfully set up, trained, and fully engaged with the platform.

What you will do:

- Serve as the main point of contact for new customers during onboarding

- Guide clients through setup, activation, and training sessions

- Conduct outbound calls and follow-ups to ensure onboarding completion and attendance

- Coordinate schedules with internal teams and external partners to ensure readiness for training

- Track onboarding progress and update customer records in Salesforce

- Identify and resolve onboarding blockers to ensure smooth customer experience

- Support customer questions and provide clear guidance on product usage

- Collaborate with cross-functional teams to improve onboarding processes and documentation

- Monitor key onboarding metrics such as completion rates, delays, and drop-offs

What are we looking for:

- 1–5 years of experience in customer success, onboarding, account management, or similar client-facing roles

- Has experience working with US clients

- Comfortable handling high-volume client communication and outbound calls

- Experience working with US or international clients preferred

- Strong organizational and coordination skills

- Strong communication skills

- Hands-on experience with Salesforce or similar CRM tools

- Ability to work in a fast-paced, high-activity environment

- Strong communication skills and a proactive, solution-driven mindset

- Background in SaaS, tech, or digital platforms

- Experience in account management or sales support

- Exposure to SMB or high-touch client environments

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