Customer Onboarding & Training Coordinator

• Coordinate and schedule onboarding and training sessions for new customers
• Deliver product or service training through live sessions, webinars, or self-service materials
• Track onboarding milestones and follow up on outstanding action items
• Serve as a point of contact for customer questions during onboarding
• Maintain and update onboarding and training materials and documentation
• Partner with internal teams to resolve onboarding issues or delays
• Gather customer feedback to support continuous improvement
• Adhere to company policies and procedures
• Meet or exceed performance targets for related KPIs
• Continuously improve knowledge of onboarding, training methods, and industry best practices
• Collaborate with other departments as needed
• Maintain a positive, empathetic, and professional attitude
• Perform other duties as assigned

• Minimum of one (1) year of experience in customer onboarding, training, or a related client-facing role
• Strong presentation and facilitation skills, with the ability to deliver engaging training sessions
• Strong organizational skills, with the ability to manage multiple onboarding cases simultaneously
• Strong written and verbal communication skills
• Proficiency with training, LMS, or customer onboarding tools
• Strong customer service orientation, with the ability to support customers through the onboarding process
• Demonstrated ability to work independently with minimal supervision
• Strong attention to detail, with the ability to track onboarding progress accurately
• Experience developing or updating training materials, a plus
• Outbound Sales / Cold Calling Experience: Highly beneficial
• Technical Support / Troubleshooting: Must have basic troubleshooting knowledge
• Prior hands-on experience with Salesforce and Zendesk

• Remote/WAH work setup
• BYOD (Bring-Your-Own-Device) equipment provision
• Training and learning initiatives
• Equal Employment Opportunity workplace