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Posted over 1 year ago
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Responsibilities & more
As an onboarding specialist, your role is critical to ensure new customers, owners, and restaurant managers have a smooth and positive transition across platforms. He orchestrates and executes the onboarding process, creating an environment where new customers feel welcomed, informed, and prepared to begin their digital transformation effectively across all delivery platforms.
• Welcome and introduction: Create a warm and welcoming experience for new customers, acknowledging their decision to choose the company's products or services.
• Send welcome messages, emails, or personalized materials to initiate onboarding.
• Product or service orientation: Hold orientation sessions or provide resources to familiarize new customers with product or service features, functionality, and benefits.
• Make sure customers understand how to use and get maximum value from the offerings.
• Documentation and agreements: Guide customers in completing all necessary documentation, contracts, or agreements related to their purchase. Ensure compliance with legal and contractual requirements during the onboarding process.
• Communication and support: Serve as the primary point of contact for new customers, answering their questions and providing ongoing support throughout the onboarding period.
• Communicate critical information, such as contact details, support channels, and available resources.
• Coordinate with technical teams to ensure customers have the necessary tools, access, and integrations to use the products or services.
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