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Company Description
This is a remote position with occasional onsite meetings and travel.
As an Onboarding Specialist at SureDone, your primary role is to help new customers get started with our platform, guide them through data integration, and ensure they’re well-trained on its features. This role is remote and combines project management, customer training, Excel work, support, and scripting in our integrated automation system. You’ll handle multiple projects ranging from 2 weeks to 6 months, managing anywhere from 5 to 20 clients at a time.
Key responsibilities include:
• Project management: Break projects into manageable tasks using specialized onboarding management tools, track progress, and frequently communicate with customers and team members. A big part of your job is making sure that projects move forward and that the customer and other SureDone team members know what needs to be done.
• Training and support: Teach customers how to configure and use our platform effective ...