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Kaseya® is the leading provider of IT and security management solutions for managed service providers (MSPs) and SMBs.
CRM Onboarding Specialist
Location
United States
Posted
46 days ago
Salary
0
Seniority
Mid Level
Job Description
CRM Onboarding Specialist
Kaseya
• Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps • Deliver clear training and resources to drive adoption • Manage onboarding plans, timelines, and proactive communication • Respond to client tickets with timely, high-quality support and provide coverage as needed • Troubleshoot issues, identify blockers early, and coordinate with internal teams • Focus on long-term outcomes (not checklist onboarding) and contribute to playbook/SOP improvements
Job Requirements
- 2 to 3 years in onboarding, implementation, customer success, or CRM support
- Strong CRM knowledge (pipelines, automations, segmentation, campaigns, contacts, integrations); KEAP a plus
- Confident leading calls and trainings with business owners and teams
- Organized and comfortable managing multiple onboardings
- Client-first, accountable, and able to balance empathy with execution
- Strong team collaboration: you work well across departments, communicate openly, share knowledge, and support teammates to deliver a seamless client experience
Benefits
- Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.
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