• 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

• 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 • Providing MyGeotab technical training 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, leadership, and cross-functional internal teams to escalate complex issues

• Lead, develop, and hold accountable a small onboarding team responsible for the end-to-end delivery of GoIQ CRM implementations for new BizIQ clients • Serve as the internal CRM subject matter expert, owning the configuration and quality of every new client's CRM environment, including pipelines, automation workflows, forms, and integrations • Own and continuously improve BizIQ's structured client onboarding journey — from kickoff call through platform go-live and the first 90-day check-in • Build and maintain a fully documented onboarding playbook that standardizes the client experience, reduces time-to-value, and scales with the team • Develop and maintain GoIQ's standardized CRM templates, the base setup deployed to every new client, evolving them as the platform and client needs change • Build client-facing marketing automation programs within the CRM, including lead nurture sequences, review request workflows, missed call text-back, and re-engagement campaigns • Lead or directly support client kickoff calls, platform walkthroughs, and training sessions that set expectations and build confidence from the first interaction • Establish and monitor onboarding health metrics, including time-to-launch, client activation rates, early churn signals, and 90-day satisfaction • Partner cross-functionally with sales and client success to ensure seamless handoffs before and after onboarding • Report onboarding performance metrics to leadership on a regular cadence, identifying friction points and proactively building solutions • Effectively present results, strategies, and client updates using tools such as PowerPoint or Google Slides • Contribute to special projects and cross-functional initiatives that move the business forward • Stay personally involved in onboarding new clients on an ongoing basis, translating hands-on delivery work directly into playbook improvements

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