Onboarding Specialist

Posted 19 Hours Ago
Hiring Remotely in US
Remote
Junior
Financial Services
The Role
As an Onboarding Specialist, you will facilitate 1:1 virtual follow-ups for customers using the Learning Management System, manage their onboarding journey, and ensure they understand their purchased products. Effective communication and project management skills will be essential as you coordinate between internal teams and customers.
Summary Generated by Built In

Bloomerang combines the best tools, resources, and people to provide a world-class experience for tens of thousands of nonprofits, allowing them to raise more money and do more good in the world. Our powerful software and stellar customer service have made us one of the highest rated fundraising/donor CRMs on the market.

In addition to creating thriving nonprofits, we’re also in the business of creating thriving employees. At Bloomerang, you’ll be a part of a mission-driven culture built on the core values of Simplify, Care, and Act. We know the key to our success is our people, and we’re proud to be home to some of the most innovative and skilled employees in the workforce today.


The Role

As an Onboarding Specialist, you will be providing 1:1 virtual follow-ups with customers as they learn to use their purchased products through the Learning Management System. You must be comfortable managing multiple projects and ensuring on-time deliverables while keeping internal teams and customers accountable through the Getting Started Journey. The Onboarding Specialist will have strong communication skills and will be comfortable working in a customer-facing environment. 


What You Will Do

  • Manage the customers’ Getting Started Journey.
  • Own the 1:1 virtual follow-up sessions to ensure learning content understanding.
  • Assist customers with value recognition in their purchased platform(s).
  • Act as a point of contact throughout the Customer Getting Started Journey.
  • Manage customer hand-offs between internal Bloomerang teams.


What You Need to Succeed

  • 1+ years of experience supporting SaaS CRM onboarding and training in a virtual and/or on-site environment with a strong focus on customer onboarding best practices
  • Being comfortable with serving as the primary contact between internal and external stakeholders helping ensure deliverables are met.
  • Strong organization skills and the ability to prioritize tasks to meet deadlines and goals
  • Have a strong technical proficiency and are able to quickly learn and understand new software products and concepts
  • Excellent written and verbal communication skills
  • Skilled in using Excel for reviewing and troubleshooting customer data import files


Nice to Haves But Not Required

  • Foundational understanding of data migration processes
  • 1+ years of project management experience with SaaS customer onboarding
  • Experience with Bloomerang products
  • Experience with supporting Non-Profit Organizations
  • Experience with supporting Non-Profit CRM solutions


Benefits

Health + Wellness
You’ll have access to generous health, vision, and dental insurance options as well as HealthiestYou, a healthcare service that offers convenient, confidential access to quality doctors 24/7, anytime, anywhere. 

Time Off

You’ll get a competitive PTO package that includes 20 PTO days, 3 flex days, 4 optional volunteer Days, 12 paid holidays, as well as paid parental leave.

401k

You’ll receive a 401k match to help invest in your future.


Equipment
Everything you need to be successful, shipped right to your door.


Compensation

The salary range for this position is: $40,000 - $54,000 You may also be eligible for a discretionary bonus. Actual compensation within the range will be dependent on your skills, experience, qualifications, and location, as well as applicable employment laws.


Location

This is a permanent, full-time, fully remote position. Employees living in Indianapolis, IN are welcome to work from our company headquarters. We do not offer Visa sponsorship or relocation assistance at this time. 


Accommodations

Applicants who require accommodations may contact [email protected] to request an accommodation in completing an application.


Bloomerang is an Equal Opportunity Employer. Individuals seeking employment at Bloomerang are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. 

Employment with Bloomerang is contingent upon signing a Proprietary Information and Inventions Agreement, satisfactory completion of our pre-employment background check, and satisfactory proof of legal authorization to work in the United States.  In accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, qualified applicants with arrest or conviction records will be considered for Employment. Any criminal offenses or crimes that are related to material duties of the role will not be considered


Top Skills

CRM
Excel
SaaS
The Company
HQ: Indianapolis, IN
255 Employees
On-site Workplace
Year Founded: 2012

What We Do

Indianapolis-based Bloomerang is the complete donor management solution that helps thousands of small and medium-sized nonprofits deliver a better giving experience and create stable, thriving organizations. Combining robust, simple-to-use technology with people-powered support and training, Bloomerang empowers nonprofits to work efficiently, improve their donor relationships and grow their donor bases. With Bloomerang, nonprofit professionals love their work and have another teammate in the cause.

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