Customer Onboarding Specialist

| Chicago

Sertifi offers an Agreement Platform built for businesses who need a more efficient and secure way to manage the full contract process. We simplify how businesses send and collect agreements and payments by bringing it all into one secure platform. Sertifi automates business processes, saves you time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with your company. Thousands of businesses around the world use Sertifi to streamline their contracts and payment processes, recognize revenue faster, and increase job efficiency.

At Sertifi, we pride ourselves in providing a customer experience that is unparalleled in our industry. As our user base rapidly expands, we’re looking to add a highly motivated Customer Onboarding Specialist to join our growing team. This position is responsible for guiding new customers through the post-sales process, training them on best-practices and ensuring product adoption. The ideal candidate is empathic, patient and has experience in a SaaS customer service role. Sertifi has been in production for over 10 years and has proven to be stable, secure, and beneficial to thousands of high-profile clients. 

 

Challenges You’ll Tackle: 

  • Facilitate the transition of new clients from onboarding to self-sufficiency using customer success software (ChurnZero) 

  • Educate clients through sharing training materials, and answering any follow up questions 

  • Develop an in-depth knowledge of all Sertifi products

  • Maintain customer needs, questions and interactions to capture and share with Relationship Team Lead/CSM team 

  • Respond to candidate requests through shared inbox 

  • Collaborate with internal teams including Sales, Engineering, Product and Marketing 

  • Work on ad hoc customer set up and adoption projects as necessary

 

What You’ll Need to Succeed: 

  • 1-3 years customer service experience, preferably in SaaS company 

  • Passionate about customer success and driving customer outcomes 

  • Exceptional communication skills with everyone from end users to C-level executives 

  • Ability to summarize technical and complex topics to a specific target audience 

  • Able to collaborate well with a team, but can also manage their workload independently 

Nice to Haves: 

  • Experience with Salesforce.com 

  • Experience with Adobe Acrobat Pro 

  • Previous experience with customer success software like ChurnZero 

 

What’s in it for you:

You will work in a collaborative office environment that welcomes new ideas and allows you to make an immediate impact on the team. Additionally, we offer great benefits such as: competitive salary, medical/dental/vision insurance, short-term and long-term disability insurance, 401k with company match, paid parental leave, life insurance, pre-tax Transit Benefit Program, casual work environment, weekly team lunches, company outings, and a convenient River North location close to public transit

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • SqlLanguages
    • AzureLanguages
    • ASP.NETFrameworks
    • ASP.NET CoreFrameworks
    • AngularFrameworks
    • Microsoft SQL ServerDatabases
    • Azure Cosmos DBDatabases
    • BalsamiqDesign
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM

Location

350 North LaSalle, Chicago, IL 60654

An Insider's view of Sertifi

What does your typical day look like?

After getting some coffee and catching up on emails, I’ll typically have a few clients that need onboarding help! This consists of me discussing their workflows and what action is needed for them to be live using Sertifi. If we’re not discussing set up, I’m either training a team on how to use the system, or creating web portals for new clients!

Kyle

Customer Success Manager

What are Sertifi Perks + Benefits

Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
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