Overview
Customer Onboarding Specialist Jobs in Tel Aviv-Yafo, Tel Aviv District, Israel at Ubeya
Title: Customer Onboarding Specialist
Company: Ubeya
Location: Tel Aviv-Yafo, Tel Aviv District, Israel
We are seeking a Customer Onboarding Specialist to serve as a primary coordinator and product expert within our Customer Success organization. In this implementation-focused role, you will collaborate with clients to manage their journey from post-sale to active usage, ensuring our platform is effectively configured and integrated into their daily operations to drive early success.
The ideal candidate is a proactive communicator who excels at task management and project coordination. You will be responsible for accelerating go-live timelines by assisting clients with platform setup, providing standard technical guidance, and ensuring a smooth transition for our partners.
Key Responsibilities
- Implementation & Project Coordination
- Execute the onboarding process for new accounts, ensuring all milestones are met and the client is successfully set up on the Ubeya platform.
- Facilitate client kick-off meetings and regular status updates to keep projects on track and maintain clear communication with all stakeholders.
- Support user adoption by identifying potential roadblocks and providing practical solutions to ensure teams are comfortable using the platform.
- Conduct formal hand-off reviews to transition fully onboarded, healthy clients over to their dedicated Customer Success Manager (CSM).
- Client Enablement & Support
- Guide clients through standard setup and best practices to optimize their workflows within the platform.
- Deliver training sessions and create resources that help clients realize the value of the solution quickly and efficiently.
- Consult with clients on best practices to integrate our solution seamlessly into their existing workflows.
- Technical Support & Integration
- Assist with standard software integrations and data imports, ensuring clean synchronization between Ubeya and client HRIS or CRM systems.
- Troubleshoot technical issues during the implementation phase and coordinate with the product team to resolve complex queries.
Skills & Qualifications
Required:
- Experience: 2+ years in customer-facing roles, implementation, or technical support, preferably within a SaaS environment.
- Communication & Project Management: Strong verbal and written communication skills with the ability to manage multiple projects simultaneously and meet deadlines.
- Technical Troubleshooting: Comfortable working with software integrations, data mapping, and basic technical configurations to solve client problems.
- Collaboration: A team player who can work across departments to ensure client success and contribute to internal process improvements.
Preferred:
- Familiarity with Customer Success platforms / CRM platforms (e.g. Gainsight, Totango, ChurnZero, Salesforce, HubSpot).
- Experience with data mapping, CSV imports, or basic knowledge of APIs and webhooks.
- Project Management certification (e.g., PMP, CAPM) is a plus.
Strategic Success Metrics (KPIs)
- Time to Go-Live: Monitoring and optimizing the duration from the initial kick-off to the client’s first successful platform usage.
- Implementation CSAT: Customer satisfaction scores collected specifically regarding the quality and efficiency of the onboarding experience.
- Task Completion Rate: Percentage of onboarding milestones and setup tasks completed within the scheduled project timeline.
