SaaS Onboarding Specialist

About the role

As a SaaS Onboarding Specialist, you will serve as the primary point of contact for new service professionals during their initial platform adoption. You will guide customers through account activation, reinforce the value of the platform, and ensure a seamless transition from the sales process. Your role focuses on building strong relationships, driving product utilization, and proactively addressing challenges to ensure long-term customer success.

Responsibilities

• Own relationship during initial onboarding phase for new Pros including account activation and transition, adoption and product utilization, relationship building, and delivery of product and service value
• Serve as the primary and dedicated resource for Pros during their early lifecycle, ensuring a smooth transition from sales through onboarding
• Reinforce and resell the value of HCP, helping Pros build confidence in their decision and driving early product adoption
• Effectively communicate client information, trends, and feedback across teams
• Partner cross-functionally to support Pro success, especially collaborating with Account Managers to mitigate risk, drive retention, and ensure long-term growth
• Develop, prepare, and nurture our Pros for advocacy, using a consultative and empathetic approach
• Identify opportunities for expansion, recommend areas for improvement, and proactively look for ways to better our Pros experience
• Manage details, timelines, and action to drive efficiency
• Improve our Pros opportunities by leveraging qualitative and quantitative analysis
• Develop processes that distinguish our brand by exceeding customer expectations in support delivery
• Eloquently troubleshoot technical issues, have deep product knowledge, and think outside the box for solutions

Required skills

• Customer success
• Implementation
• Sales
• Relationship building
• English proficiency
• Problem solving
• Time management

Nice to have

• AI tools

Qualifications

• 1-3+ years experience in full-time 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 every aspect of their business with tools for scheduling, dispatching, and payments. The company supports more than 50,000 businesses and maintains a global team of over 2,000 employees.