On-Boarding Specialist SMB

Austin · Full-time · Intermediate

About The Position

The Customer Onboarding Specialist will set up customers for immediate success by facilitating the implementation process for new accounts. As a Customer Onboarding Specialist, you will educate new customers, help solve technical problems, and ensure smooth adoption of our products and services. Creadits prioritises delivering an amazing customer experience and this is the first step in the process.


The ideal candidate is high energy, experienced with creative production, passionate about helping customers, and excels communication via phone and email. Successful candidates will have the ability to quickly learn the Creadits platforma and creative ecosystem and communicate those solutions to customers. A collaborative approach is key as this role is expected to contribute ideas and initiate tactical improvements to the overall onboarding process.

Role and Responsibilities


●     Become a Creadits creative production expert

●     Provide detailed account walkthroughs and assist many new customers with implementation

  • Clearly communicate setup and kickoff requirements and expectations with customers and key stakeholders
  • Educate customers on Creadits' rate card, toolkit, capabilities, and best practices to simplify adoption and align expectations
  • Record customer implementation needs, requests, and questions in CRM and communicate to key Creadits stakeholders

●     Ensure customers receive superior service

●     Collaborate with the sales, finance, delivery, and engineering teams

●     Leverage feedback for continuous improvement to the onboarding process

●     Develop a deep understanding of customers' business and operational objectives

●     Listen carefully to information provided by customers and ask clarifying questions to ensure efficient and effective use of credits

●     Establish strong relationships with new customer stakeholders and deepen relationships with existing customer stakeholders


Position Requirements


●     Bachelor’s degree preferred

●     Creative production experience as well as a commercial instinct

●     Excellent negotiation and communication skills

●     Evidence of consistently excelling at what you do

●     Strong problem solving and analytical skills

●     Extreme attention to detail

●     Ability to work independently and manage multiple priorities

●     Must be highly motivated and have a positive attitude

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