Client Onboarding Specialist

About the role

The Client Onboarding Specialist ensures a seamless and positive onboarding experience for home service professionals using the Housecall Pro platform. This role acts as the primary point of contact post-enrollment, guiding customers through early adoption and reinforcing the value of the product. The specialist works to build confidence, drive product utilization, and ensure long-term success for service professionals.

Responsibilities

• Own the relationship during the initial onboarding phase including account activation and product utilization.
• Serve as the primary resource for customers during their early lifecycle to ensure a smooth transition from sales.
• Reinforce the value of the platform to drive early product adoption and customer confidence.
• Communicate client feedback and trends across internal teams such as Sales, Marketing, and Engineering.
• Partner cross-functionally with Account Managers to mitigate risk and drive retention.
• Develop and nurture customers for advocacy using a consultative approach.
• Identify opportunities for expansion and recommend improvements to the customer experience.
• Troubleshoot technical issues and develop processes to exceed customer expectations.

Required skills

• Customer Success
• Implementation
• Sales
• Relationship Management
• Technical Troubleshooting
• English proficiency

Nice to have

• AI tools
• Time management
• Problem solving

Qualifications

• 1-3+ years experience in customer success, implementation or sales
• Bachelor's degree or equivalent experience in a related field

Benefits

• Paid holidays
• Flexible scheduled time off

About the Company

Founded in 2013, Housecall Pro helps home service professionals streamline their business operations through tools for scheduling, dispatching, and payments. The company supports over 50,000 businesses and maintains a global team of over 2,000 employees.