The world’s #1 telematics provider, committed to advancing technology, empowering businesses and making the roads safer!
Customer Onboarding and Success Specialist
Location
Canada
Posted
20 hours ago
Salary
$60.5K - $65.5K / year
Seniority
Junior
Job Description
Customer Onboarding and Success Specialist
GEOTAB
• Managing a dedicated portfolio of customers, guiding them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem • Assessing each customer's unique operational needs and delivering tailored onboarding plans and ongoing support to drive product engagement and device activations • Maintaining detailed records of customer interactions in Salesforce • Monitoring customer health to identify improvement opportunities • Processing inbound Add-On order requests • Working closely with Partner Account Managers and internal teams to escalate complex issues and communicate customer feedback
Job Requirements
- Equivalent combination of education and/or work experience in a related field
- 1-3 years of experience in customer-facing roles such as customer support, customer success, or sales
- Proficiency with Salesforce or similar CRM platforms for managing customer records and interactions
- Demonstrated ability to build and maintain strong, trusted relationships with customers at all levels
- Strong verbal and written communication skills with the ability to explain technical concepts clearly
- Excellent organizational and time management skills, with the ability to manage multiple accounts simultaneously
Benefits
- Flex working arrangements
- Home office reimbursement program
- Baby bonus & parental leave top up program
- Online learning and networking opportunities
- Electric vehicle purchase incentive program
- Competitive medical and dental benefits
- Retirement savings program
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Role Description The Onboarding Coordinator is responsible for overseeing and coordinating the scheduling, planning, and execution of installation projects. Acting as a liaison between customers, installers, and internal departments, the Onboarding Coordinator ensures timely and successful completion of projects while delivering exceptional customer service. This role requires strong organizational skills and attention to detail to manage multiple projects simultaneously while maintaining clear and consistent communication across all stakeholders. - Coordinate and schedule installation projects in alignment with customer availability and internal timelines. - Communicate with clients to confirm project details, set expectations, and provide updates throughout the installation process. - Ensure all necessary documentation, contracts, and system entries are completed accurately and on time. - Collaborate with sales, technical support, and logistics teams to ensure smooth handoffs and project readiness. - Track the progress of installations and proactively address delays or obstacles to maintain project momentum. - Support the delivery and setup of equipment or services, including verifying shipment statuses and coordinating internal resources. - Maintain detailed records of each installation, including status updates, customer notes, and completion confirmations. - Serve as a point of contact for escalations or concerns during the installation process. - Help identify areas for process improvement and contribute to the development of more efficient coordination practices. - Perform administrative tasks related to installation, including data entry, reporting, and internal communications. - Uphold company standards for professionalism, accuracy, and customer service throughout all project phases. Qualifications - High school diploma or equivalent (Associate’s or Bachelor's degree preferred). Requirements - Strong organizational and multitasking skills. - Excellent communication and interpersonal abilities. - Ability to work well under pressure and manage changing priorities. - Problem-solving mindset with attention to detail. - Must have pleasant telephone manner and ability to conduct phone inquiries. - Must be professional, friendly, and have a positive attitude. - Previous customer service experience and communicating with customers over the phone. - Uses independent judgment and discretion based upon the employee’s experience in the position and knowledge of the products, equipment, and services. - Uses good judgement and possesses ethical work values. Benefits - Moderate or high levels of stress may be experienced in the performance of the job. - Position is performed in a general office environment, home office, or approved remote workspace where physical work includes sitting, standing, reaching, kneeling, bending, and lifting to 25 lbs. - Daily use of the Microsoft Teams (phone), computer, printer, and other routine office equipment. - Must have internet access. - Little responsibility for safety of others. Job is performed in an office setting where there are no hazardous materials or equipment. - Position is performed in an open office environment or approved remote work location. Salary Range $22.00 - $25.00/hr Work Location RedSail Office or Remote
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Job posting details will no longer be available after the position closes. Supplemental Information The Division of Water Resources: The Division of Water Resources (DWR) is responsible for protecting North Carolina’s drinking, surface, and ground water for all waterbodies including lakes, streams, rivers, wetlands, and aquifers. This environmental stewardship is accomplished through actions including permitting issuance, investigations, regulatory compliance, and enforcement, monitoring and field assessments, certifications, laboratory analysis and testing, planning, water quality standards management, educational outreach, and other efforts. The Division comprises six sections: Water Quality Regional Operations, Water Sciences, Public Water Supply, Water Quality Permitting, Water Quality NPDES Permitting, and Water Planning. Click here to learn more about the Division of Water Resources. The Animal Feeding Operations Program within the Water Quality Permitting Section has regulated animal operations and established siting requirements for application setbacks from property boundaries and perennial streams since 1992. Animal operations are defined by General Statute as feedlots involving more than 250 swine, 100 confined cattle, 75 horses, 1,000 sheep, or 30,000 poultry with a liquid waste management system. AFO is responsible for permitting and compliance activities across the state and provides customer service and technical assistance to permittees, general public, industry, and government agencies. Staff are responsible for development of general permits or permit template language; permit application reviews and permit issuance; certification and/or authorizations; determination of the compliance status of permitted and regulated activities; and the initiation of enforcement actions and legal orders. 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