Onboarding Specialist

• Own relationships during the initial onboarding phase for new Pros, including account activation, transition, adoption, product utilization, relationship building, and delivery of product and service value
• Serve as the primary dedicated resource for Pros during their early lifecycle
• Reinforce and resell the value of Housecall Pro, driving early product adoption
• Communicate client information, trends, and feedback across Sales, Marketing, Engineering, and Technical Support
• Partner cross-functionally, especially with Account Managers, to mitigate risk, drive retention, and ensure long-term growth
• Develop, prepare, and nurture Pros for advocacy using a consultative and empathetic approach
• Identify expansion opportunities and recommend improvements to the Pros experience
• Manage details, timelines, and actions to drive efficiency
• Leverage qualitative and quantitative analysis to improve Pros opportunities
• Develop processes that exceed customer expectations in support delivery
• Troubleshoot technical issues and apply deep product knowledge to develop solutions

• 1-3+ years experience in full-time customer success, implementation or sales
• Bachelor's degree or equivalent experience in a related field
• Proven success in developing relationships with new customers and exceeding success metrics
• Ability to work scheduled shifts Monday-Friday, 9am-6pm PST
• Advanced English proficiency
• Self-starter with motivation, drive, and ability to work in a fast-paced environment
• Strong problem-solving skills
• Excellent written and verbal communication skills
• Prompt attention to detail
• Strong time management and organizational skills
• Experience using AI tools to increase quality and efficiency of work
• Ability to successfully start over, learn from scratch, and thrive in new environments

• Paid holidays
• Flexible, take-it-as-you-need-it scheduled time off
• Culture built on innovation that values big ideas