- Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform
- Collaborate with CSMs and Sales to understand customer goals and design tailored onboarding plans
- Provide hands‑on support during platform setup, configuration, and initial training
- Act as the primary customer contact during onboarding, addressing inquiries and resolving issues promptly
- Recommend how to integrate products and the platform into customers' technical environments based on their security protocols
- Provide best practices for managing and maintaining the platform and moving into the adoption phase
- Ensure proper handoff between Sales and Customer Success teams
- Coordinate with Product, Engineering, and Customer Support on onboarding-related questions and feedback
- Document onboarding steps, milestones, system configuration updates, and the final production solution
- Independently manage the account workload with little oversight
- Handle larger and more technical account workloads
- Specialize in several products and lead Jr. team members in adopting best practices
- Guide customers through product setup, configuration, activation, capability and feature review, and deployment of an initial high-value use case into production
Requirements
- Bachelor's degree or equivalent education preferred
- Familiarity with standard concepts, practices and procedures within the IT Security Field and AI/SaaS technology space
- 3-5 years experience in Customer Implementation, Customer Onboarding, Customer Support, Technical Consulting, Business Analyst or related roles and experience
- Experience with Salesforce or other CRM
- Experience with a Services PSA solution and/or time tracking
- Experience with Microsoft Excel and Word
- Experience with Gmail and Google Docs
- Experience with web browsers (Chrome, Internet Explorer, etc.)
- AI/SaaS application, Cybersecurity and IT experience is plus
- Strong verbal and written communications
- Excellent time management and organization skills
- Superior customer service skills
- Strong collaborative and team work skills
- Ability to learn new technical concepts and understanding of the KnowBe4 platform
- Ability to learn and cross train as new product and platform innovation occurs
- Ability to build rapport with customers via phone, email and video conferencing
- Ability to work with minimal supervision
- An applicant assessment and background check may be part of the hiring procedure
Core Competencies
Demonstrates expertise in Customer Onboarding and Implementation, with a strong focus on the KnowBe4 platform and IT Security practices. Capable of managing customer relationships, providing technical support, and ensuring successful deployment and adoption of SaaS solutions.
Highest-signal resume keywords
- Customer Onboarding
- IT Security Familiarity
- Salesforce Experience
- Technical Consulting
- Time Management
ATS Optimization Keywords
Hard Skills
- Customer Implementation
- Technical Consulting
- SaaS Technology
- Cybersecurity Experience
- Microsoft Excel
- Microsoft Word
- Gmail
- Google Docs
- Web Browsers
- Services PSA Solution
Soft Skills
- Strong Verbal Communication
- Strong Written Communication
- Excellent Time Management
- Superior Customer Service
- Collaborative Teamwork
Industry Keywords
- AI Technology
- SaaS Application
- Customer Success
- Account Management
- Platform Integration
#J-18808-Ljbffr
Senior Onboarding Consultant Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
