Job
Description
As a Customer Onboarding Specialist at Facilio, you will play a crucial role in ensuring new customers have a seamless experience from kickoff to go-live, maximizing the value they derive from our platform. Your responsibilities will encompass a blend of product expertise, customer understanding, and efficient execution. Key Responsibilities: - Own the end-to-end customer onboarding journey, starting from initial discovery and Business Requirement Document (BRD) creation to implementation, User Acceptance Testing (UAT), and final rollout. - Conduct workshops to gather business requirements, align them with Facilio modules, and determine the feasible functionalities within the product. - Translate customer objectives into comprehensive BRDs, defining project scope based on specific use cases and timelines. - Take charge of product configuration, coordinate integrations, and conduct thorough testing to ensure smooth deployment aligned with customer expectations. - Develop and implement test plans, manage UAT, and facilitate the resolution of any issues or gaps that may arise. - Create user guides, training materials, and conduct end-user training sessions to facilitate platform adoption. - Serve as a reliable advisor and primary point of contact throughout the onboarding process, effectively balancing technical depth with clear communication. - Collaborate closely with Sales, Pre-sales, Engineering, Product, and Support teams to deliver value and ensure a seamless transition post-onboarding. Qualifications Required: - 3-5 years of experience in a customer onboarding role within a SaaS product company. - Proficient in managing end-to-end onboarding/implementation cycles for enterprise customers. - Strong grasp of requirement gathering, scope definition, and documentation best practices. - Hands-on experience in configuration, UAT, testing, and training within a product environment. - Excellent communication and stakeholder management skills, adept at working with customer project leads, executives, and internal teams. - Proficiency in tools such as JIRA, MS Office, and BPM software (Visio, BizAgi). - Analytical mindset with meticulous attention to detail and a preference for scalable solutions. - Experience in commercial real estate or enterprise building systems would be considered a bonus. Please note that the above description pertains to the role of a Customer Onboarding Specialist at Facilio, a dynamic SaaS company dedicated to enhancing operational efficiency for large real estate portfolios. As a Customer Onboarding Specialist at Facilio, you will play a crucial role in ensuring new customers have a seamless experience from kickoff to go-live, maximizing the value they derive from our platform. Your responsibilities will encompass a blend of product expertise, customer understanding, and efficient execution. Key Responsibilities: - Own the end-to-end customer onboarding journey, starting from initial discovery and Business Requirement Document (BRD) creation to implementation, User Acceptance Testing (UAT), and final rollout. - Conduct workshops to gather business requirements, align them with Facilio modules, and determine the feasible functionalities within the product. - Translate customer objectives into comprehensive BRDs, defining project scope based on specific use cases and timelines. - Take charge of product configuration, coordinate integrations, and conduct thorough testing to ensure smooth deployment aligned with customer expectations. - Develop and implement test plans, manage UAT, and facilitate the resolution of any issues or gaps that may arise. - Create user guides, training materials, and conduct end-user training sessions to facilitate platform adoption. - Serve as a reliable advisor and primary point of contact throughout the onboarding process, effectively balancing technical depth with clear communication. - Collaborate closely with Sales, Pre-sales, Engineering, Product, and Support teams to deliver value and ensure a seamless transition post-onboarding. Qualifications Required: - 3-5 years of experience in a customer onboarding role within a SaaS product company. - Proficient in managing end-to-end onboarding/implementation cycles for enterprise customers. - Strong grasp of requirement gathering, scope definition, and documentation best practices. - Hands-on experience in configuration, UAT, testing, and training within a product environment. - Excellent communication and stakeholder management skills, adept at working with customer project leads, executives, and internal teams. - Proficiency in tools such as JIRA, MS Office, and BPM software (Visio, BizAgi). - Analytical mindset with meticulous attention to detail and a preference for scalable solutions. - Experience in commercial real estate or enterprise building systems would be considered a bonus. Please note that the above description pertains to the role of a Customer Onboarding Specialist at Facilio, a dynamic SaaS
