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Onboarding & Training Specialist
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM
Job Description & How to Apply Below
- Manage the end-to-end onboarding process for Raken customers, from kick-off call to full adoption
- Deliver tailored training sessions to help clients configure and implement Raken based on their unique business needs
- Be a technical resource, helping customers connect third party integrations and maximize their reporting capabilities with Raken
- Guide customers to quick wins that showcase the platform's value and increase adoption
- Be proactive and ensure customers establish strong usage habits over their first 90 days with Raken, driving retention and satisfaction
- Partner with Raken’s Account Management team to deliver ongoing training sessions to clients who have recently purchased new products or added new team members
- Identify at-risk clients early and deliver solutions to mitigate churn risks
- Be your customer’s champion, collaborating with Sales, Product and Customer Success teams to share feedback and ensure customer needs are heard
- 2-4 years in SaaS onboarding, implementation or customer facing roles
- Demonstrated experience developing Excel macro files to streamline repetitive tasks
- Strong written and verbal communication skills, comfortable making proactive phone calls and leading client facing meetings
- Strong presentation and training skills, as well as ability to master technical workflows
- Highly organized and able to manage multiple onboarding projects simultaneously
- A strong desire to execute, drive impact and deliver measurable results
- Have a positive attitude, be a self starter and above all, a great teammate
- Spanish fluency is a bonus
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