Specialist - Customer Onboarding

Job Description

Job Description Job Summary: We are seeking a detail-oriented and customer-focused Onboarding Specialist for Freshworks Professional Services to guide customers through the onboarding process, ensuring they successfully adopt and integrate our ITSM product, Freshservice. This role requires strong communication,basic project management, and problem-solving skills to support customers from initial setup to full operational use of our solutions. Key Responsibilities: Serve as the primary point of contact for customers during the onboarding process. Execute methodically following a structured onboarding plan tailored to customer needs. Configure and customize service settings based on customer requirements. Monitor customer progress, collect feedback, and address concerns proactively. Develop and maintain comprehensive technical and architectural documentation, covering system configurations, integrations, and customizations Identify opportunities to enhance the onboarding experience and improve customer satisfaction. Provide product training and best practices to ensure seamless adoption. Collaborate with internal teams (Sales, Customer Support, Product, and Engineering) to resolve any onboarding challenges. Provide support for post-onboarding transition to account management or customer success teams. Act as a product leader instilling confidence by devising innovative solutions during implementation, assessing existing enterprise customer health for improvement suggestions, and providing valuable customer feedback to the product team Stay updated on industry trends, Freshworks product updates, and best practices to continually enhance the capabilities of the customer experience Qualifications Qualifications & Skills: Bachelor s degree in Business, IT, Communications, or a related field (preferred). Overall 5-7 years of relevant industry experience 2+ years of experience in ITSM onboarding, customer success, account management, or a similar role preferably on Service Management SaaS tools like Manage Engine, Servicenow, BMC Helix, JIRA etc Excellent verbal and written communication abilities to lead customer conversations Ability to collaborate and work with Product, Engineering and Solution Architects to deliver best customer experience on Freshservice Technical proficiency with software platforms, CRM tools, and onboarding technologies. Ability to analyze customer needs and provide tailored solutions. Problem-solving mindset and ability to work independently. Experience in [Industry-Specific Knowledge, e.g., SaaS, Healthcare, Finance] is a plus. Proactive action taking and willingness to deliver more