Onboarding Specialist

CB Insights

New York, NY, United States
Base: $68,000 - $80,000 usd; bonus/equity: eligibl...
On-site
Strong written and verbal communication skills
Experience with salesforce and google sheets
Proven success in prior customer-facing role
This role serves as a key touchpoint to guide new customers through their first 4–5 weeks of setup and training

Job Summary

  • This role serves as a key touchpoint to guide new customers through their first 4–5 weeks of setup and training.
  • The team works with leading Fortune 500 companies to solve complex challenges around emerging technologies and digital transformation.
  • Candidates will receive competitive cash compensation, comprehensive healthcare coverage, and a generous paid time off policy.

Matching Summary

This role serves as a key touchpoint to guide new customers through their first 4–5 weeks of setup and training.

Salary

Base: $68,000 - $80,000 USD; Bonus/Equity: Eligible for commission; Benefits: Comprehensive healthcare, 401(k) match, PTO

Skills & Requirements

Must-have

  • Strong written and verbal communication skills
  • Experience with Salesforce and Google Sheets
  • Proven success in prior customer-facing role

Nice-to-have

  • Comfort working with AI tools
  • Bachelor's degree preferred
  • Proactive self-starter attitude

Key Requirements

  • Bachelor's degree preferred
  • Experience with Salesforce, Google Sheets, and Excel

Work Rights

Must be US-based

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