Customer Onboarding Specialist

| Hybrid
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About The Position

As a Customer Onboarding Specialist you will be responsible for onboarding and supporting new customers and prospects. The primary objective of this role is to work closely with Engagement Managers and configure the Freshworks suite of products based on the customers requirements while also training them on the product. You will also work closely with our Sales and Pre Sales teams, where you will use your product expertise and strong communication skills to wow mid market and enterprise customers.

Position Deliverables

  • Customer centric orientation with strong communication skills
    Ability to translate business requirements into product use cases or technical requirements
  • Configure Freshworks suite of products based on customer requirements
  • Ability to learn and adapt quickly to new products or updates to existing products
  • Delight customers using critical thinking and complex problem solving skills
  • Train customers and their teams on the day to day use and administration of the product
  • Document the onboarding steps for future reference and to transition to other teams as needed
  • Demonstrate ability to multi-task and work on multiple projects and successfully deliver on-time
  • Develop a good understanding of configuration best practices as it relates to the Freshworks suite of products

Requirements

  • Minimum of 3 years experience in the software/tech industry
  • Good communication skills (written and verbal)
  • Analytical, problem-solving, and troubleshooting skills
  • Demonstrate good teamwork
  • Basic front-end programming skills such as HTML5, Javascript, and Jquery
  • Basic understanding of current technology trends and programming concepts
  • Understanding integrations (using REST APIs) with cloud systems
  • Hands-on experience with configuring SAAS products such as Freshdesk,
  • Freshservice, Workday, Salesforce, Zendesk, Servicenow is a plus
  • Ability to learn and understand various SAAS products in the market such as Freshdesk and Freshservice
  • Passion to solve customer requirements using our products
  • Soft skills to interact with customers over the phone or video call
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Technology we use

  • Product
  • Sales & Marketing
    • ConfluenceManagement
    • JIRAManagement
    • FreshdeskManagement
    • FreshserviceManagement
    • Freshsales CRMManagement
    • FreshmarketerManagement
    • FreshchatManagement
    • FreshcallerManagement
    • FreshsuccessManagement
    • FreshteamManagement
    • FreshconnectManagement
    • FreshreleaseManagement
    • FreshpingManagement
    • FreshstatusManagement
    • Freshsales CRMCRM
    • FreshmarketerEmail
    • FreshmarketerLead Gen

Location

1401 Lawrence St, Denver, CO 80202

An Insider's view of Freshworks

What’s the vibe like in the office?

One of the things I've loved most since starting at Freshworks is how much the team values company culture. Everyone in the office is working hard, celebrating successes, and all the while having a great time. Collaboration is also a big aspect of the sales team - everyone is quick to jump in to help!

Lauren

Enterprise Account Executive

What's the biggest problem your team is solving?

It is great being part of a team that is helping companies hit the refresh switch on business software. Freshworks is letting businesses know that their software doesn’t have to be clunky or expensive. Being able to help companies overcome these challenges is truly rewarding!

Tylor

Senior Enterprise Account Executive

What makes someone successful on your team?

You have to be a team player. We are all in each other's corners and the collaborative and interactive workspace is one that I have come to value greatly. You will be presented with ongoing opportunities to grow, learn, and step into leadership roles. The willingness to volunteer for these roles and step into new challenges is a valuable attribute.

Jenny

Solution Engineer

What is your vision for the company?

Freshworks provides innovative customer engagement software for businesses of all sizes, making it easy for teams to acquire, close and keep their customers for life. We provide refreshing software that your teams will love. All our products are ready to go, easy to use, and offer great value to any type of business.

Girish

Founder & CEO

How do you collaborate with other teams in the company?

As a distributed workforce I try to include visual elements throughout my collaboration process. By sharing the "why" and vision I can more easily collate critiques and ideas. I also keep internal notes on interactions in my Evernote; being organized helps me communicate directives in a more progressive manner.

Sam

Senior Solutions Engineer

What are Freshworks Perks + Benefits

Freshworks Benefits Overview

Freshworks provides a comprehensive benefits plan, including health insurance, vision, dental, retirement, and unlimited time off (among a lot of other cool things too!)

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Classpass and a fitness/reading stipend
Team workouts
Financial & Retirement
401(K)
The 401(k) retirement plan offers a broad selection of stocks, bonds and international index funds to choose from.
Company equity
Employee stock purchase plan
Performance bonus
Freshworks has a lucrative sales commission program as well as a performance bonus for other functions, which are dependent on individual and company performance.
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Adoption Assistance
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Office Perks
Commuter benefits
Freshworks offers pre-tax commuter benefits for all employees.
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Relocation assistance
Fitness stipend
Home-office stipend for remote employees
Professional Development Benefits
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours

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