Crm Onboarding Specialist

Kaseya

Remote, US
Remote
Crm onboarding
Client training and adoption
Virtual onboarding sessions
Kaseya is seeking a CRM Onboarding Specialist to facilitate the onboarding process for Managed Service Provider (MSP) clients using their MSP Success PRO offering. The role emphasizes a high-touch, performance-driven approach focused on client journey, configuration, training, and adoption

Job Summary

  • Kaseya is a leading provider of IT infrastructure and security management solutions for MSPs and internal IT organizations.
  • The CRM Onboarding Specialist will onboard MSP clients into MSP Success PRO, which includes a website + SEO package and a CRM package.
  • This role requires leading clients through configuration, training, and adoption with a high-touch, outcome-driven approach.

Matching Summary

Match Score: 85

Kaseya is seeking a CRM Onboarding Specialist to facilitate the onboarding process for Managed Service Provider (MSP) clients using their MSP Success PRO offering. The role emphasizes a high-touch, performance-driven approach focused on client journey, configuration, training, and adoption.

Skills & Requirements

Must-have

  • CRM onboarding
  • client training and adoption
  • virtual onboarding sessions
  • website + SEO package
  • Keap CRM package

Nice-to-have

  • high-touch, outcome-driven approach
  • empathy with clear expectations
  • strong follow-through
  • contribute to playbook improvements

Key Requirements

  • US Remote
  • Experience with CRM platforms
  • Experience with website and SEO packages

Work Rights

Not specified

Tailored Resume

Cover Letter