
Customer Onboarding Specialist
3 semanas atrás
Job Description:
Xenia is a leading operations management platform that helps restaurants and retail businesses streamline their daily operations, ensure compliance, and drive accountability through digital checklists, audits, and real-time reporting.
About the Role:This role is critical to ensuring customers achieve maximum value from the Xenia platform through expert guidance, training, and problem-solving.
Key Responsibilities:- Lead customer implementations: Conduct comprehensive onboarding sessions via Zoom to guide new customers through platform setup and configuration
- Configure workspaces and applications: Assist clients with setting up and configuring customer workspaces, including locations management, user roles and permissions, organizational structure, checklist templates/digitizations, and operations workflows/assignments
- Deliver training: Train customers on both web and mobile applications, covering all core features and best practices
- Provide go-live support: Ensure smooth rollout to store locations with hands-on assistance during initial deployment
- Offer ongoing support: Provide expert assistance via email and Zoom for customer questions, feature requests, and optimization needs
- Maintain strong relationships: Build and maintain strong relationships with key stakeholders throughout the customer journey
- Conduct regular progress reviews: Schedule and conduct regular progress reviews to ensure successful adoption and identify expansion opportunities
- Share best practices: Share industry best practices and platform optimization strategies to maximize customer ROI
- Resolve issues: Diagnose and resolve technical issues, including document uploads, user access problems, notification settings, and feature configuration
- Document technical issues: Document technical issues and collaborate with the engineering team to prioritize and resolve platform improvements
- Manage knowledge: Maintain customer support help center and update implementation guides, video tutorials, and support documentation
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