Customer Onboarding Specialist

Position Overview

Customer Onboarding Specialist located in Portland, OR and Westminster, CO (Hybrid – 3 days in office) within the AECO Construction Enterprise Solutions department. Trimble is on an exciting journey to enhance the customer experience by placing customers and users at the center of everything they do. This role is pivotal in maturing our Customer Onboarding practice by ensuring a seamless post-sale transition, driving product adoption, and building strong customer relationships.

Key Responsibilities

• Execute onboarding plans for new customers, ensuring a smooth transition from initial signature to active product adoption and eventual hand-off to permanent Customer Success Manager.
• Personalize the onboarding experience based on customer segmentation and subscription details.
• Create and maintain Success Plans in partnership with customers to ensure goals, objectives, and actions are clearly defined and tracked.
• Identify opportunities to optimize the customer onboarding process.
• Collaborate cross-functionally using expertise in customer success and project management to deliver outstanding onboarding experiences.
• Monitor metrics to gauge onboarding success and product adoption.
• Report status updates to leadership on TC1 onboarding projects.
• Facilitate the collection of customer feedback and address potential issues promptly.
• Communicate risks with cross-functional teams and drive resolution.
• Identify and coordinate resources to help customers adopt best practices and achieve optimal outcomes.

Required Qualifications

• Minimum 2 years experience in Customer Success at a SaaS company.
• Minimum 2 years experience in customer onboarding, engagement, or account management.
• Demonstrated ability to work effectively in a team and communicate with diverse groups.
• Strong project management skills.
• Experience developing and refining customer journeys in a SaaS environment.
• Strong work ethic with the ability to work independently and as part of a team.
• Deep knowledge of Customer Success principles and best practices for onboarding clients.
• Ability to quickly adapt to new technologies and changing business requirements.
• High degree of ownership over workload and an unwavering commitment to customer-centric solutions.
• Excellent communication, presentation (written and oral), and organizational skills.
• A positive attitude and a “never fail” mindset.
• Proficiency in Salesforce.

Benefits & Perks

• Compensation: Base + Commission = $75k–$82k OTE DOE; Hiring Range: $60,632.00–$78,758.00 (Salary, Commission Eligible: Yes).
• Benefits: Comprehensive benefits including Medical, Dental, Vision, Life, Disability, time off plans, and retirement plans. Additional offerings include tax savings plans for health, dependent care, and commuter expenses, as well as Paid Parental Leave and an Employee Stock Purchase Plan.