Onboarding Specialist

Intuit - Atlanta, GA

Full-time - Mid Level

Atlanta, GA

10,001+ employees

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

As an Onboarding Specialist at Mailchimp, you will play a crucial role in ensuring that new customers have a seamless and successful introduction to our marketing platform. You will be the first point of contact for new Mailchimp customers, managing a diverse portfolio of projects and establishing healthy behaviors that drive long-term customer success. Your primary focus will be to demonstrate the value of Mailchimp's all-in-one marketing platform, guiding customers through their onboarding journey with a consultative approach. This involves engaging with customers to surface ideas, innovations, integrations, and capabilities that align with their business goals. You will work closely with key influencers and power users to evaluate the strength of our business relationships, identify pain points, gather product feedback, and relay important communications directly to our customers. In this role, you will collaborate internally with various teams, including Customer Success, Product, Marketing, and Sales, to provide a connected experience for our customers. Your responsibilities will include monitoring onboarding health across new customers, defining business objectives, and adapting processes to meet customer needs. You will also be responsible for training customers, tracking implementation milestones, and identifying opportunities for improvement. As a Mailchimp domain expert, you will mentor new team members and inspire your team to deliver their best work, ultimately helping customers engage and grow with Mailchimp. This position offers an exciting opportunity to join a fast-growing company with a diverse and collaborative work environment.

Responsibilities

• Monitor onboarding health across new customers to ensure we are fast-tracking value and setting customers up for long term success
• Define business objectives with customers and identify a plan for their success
• Partner with other Mailchimp teams to provide a 1:many onboarding experience
• Adapt processes to provide a tailored onboarding experience and meet customer needs
• Contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion
• Be a Mailchimp domain expert
• Identify opportunities to recommend necessary services and service partners to help meet new customer onboarding and implementation milestones
• Work closely with customers and their tech teams to fully integrate Mailchimp into their marketing tech stack
• Track and reach key implementation milestones
• Identify, capture and escalate implementation risks that could lead to churn or a failed implementation
• Train customers and provide progressive guidance throughout the implementation and launch process
• Partner with other customer facing teams to optimize customer hand-offs and improve the customer experience
• Mentor new team members (Onboarding Specialists) as they ramp up and begin to engage with customers
• Proactively surface customer risk, successes and challenges, providing potential solutions or plan for risk mitigation
• Manage, mentor and lead a team of Onboarding Specialists
• Work cross-functionally with other teams to ensure your team has what they need to engage, retain and grow their customers
• Provide guidance and management over customer escalation decisions and protocols
• Work hand-in-hand with your team to develop account strategies, growth and/or risk mitigation plans
• Coach your team through quality evaluations and performance reviews to help them develop skills and grow in their career
• Proactively look for areas of opportunity to innovate and optimize your team and your team's programming to drive continuous improvement on performance and the customer experience
• Work with recruiting and internal teams to recruit, hire, onboard and train new talent
• Inspire and motivate your team to do their best work in helping customers engage and grow with Mailchimp
• Analyze customer and team data to make informed decisions on necessary updates to Onboarding activities and overall programming
• Lead and encourage your team to focus on skills and attributes that lead to long-lasting relationships with their customers

Requirements

• 2+ years with marketing and/or advertising campaigns and strategy (ideally digital or display advertising)
• 2+ years experience in a customer or client facing role (i.e. B2B Marketing Sales, Customer Success, Account Management)
• Experience running onboarding and implementation activities to help customers adopt and utilize products or services
• Solid understanding of MarTech (experience using MarTech platforms is ideal)
• Strong track record managing a portfolio of accounts, with an emphasis on driving client adoption
• Exceptional interpersonal skills; ability to talk technical details and business strategy in the same conversation
• Patience and enthusiasm for explaining complex concepts to a diverse audience
• Entrepreneurial mindset - thrive balancing independence and accountability
• Ability to listen hard and change fast to meet changing business objectives and requirements
• Excellent work ethic, outstanding initiative, and a flexible, proactive approach
• Strong collaboration, teamwork, and relationship building skills across multiple levels and functions within the organization
• Previous experience in mentoring and coaching of a team as a part of onboarding and other training programs and initiatives
• Experience in process improvement and project management
• Exceptional verbal and written communication skills, including public speaking ability
• Attention to detail, outstanding work habits, enthusiasm and a consistently positive outlook in daily work
• Experience working with self-service SaaS solutions
• Working knowledge of Mailchimp's features
• Knowledge of market and competitive landscape

Nice-to-haves

• HTML/CSS experience
• Experience working in a team-oriented, collaborative environment
• Being multilingual in one or more major European languages
• Understanding of Mailchimp and its features
• Knowledge of CRM and Customer Success platforms

Benefits

• Health insurance
• 401k
• Paid holidays
• Flexible scheduling
• Professional development opportunities
• Employee discount programs