Customer Success Onboarding Specialist (12 Month Contract)
<div class="content-intro"><h1 class="MuiGrid-root css-1j4zddb"><span style="color: rgb(37, 71, 123);">Who we are:</span></h1>
<div class="MuiGrid-root css-17v2lcf"><span style="color: rgb(102, 120, 140);">Geotab ® is a global leader in IoT and connected transportation and certified “Great Place to Work™.” We are a company of diverse and talented individuals who work together to help businesses grow and succeed, and increase the safety and sustainability of our communities.</span></div>
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<div class="MuiGrid-root css-17v2lcf"><span style="color: rgb(102, 120, 140);">Geotab is advancing security, connecting commercial vehicles to the internet and providing web-based analytics to help customers better manage their fleets. Geotab’s open platform and Geotab Marketplace ®, offering hundreds of third-party solution options, allows both small and large businesses to automate operations by integrating vehicle data with their other data assets. Processing billions of data points a day, Geotab leverages data analytics and machine learning to improve productivity, optimize fleets through the reduction of fuel consumption, enhance driver safety and achieve strong compliance to regulatory changes.</span></div>
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<div class="MuiGrid-root css-17v2lcf"><span style="color: rgb(102, 120, 140);">Our team is growing and we’re looking for people who follow their passion, think differently and want to make an impact. Ours is a fast paced, ever changing environment. Geotabbers accept that challenge and are willing to take on new tasks and activities - ones that may not always be described in the initial job description. Join us for a fulfilling career with opportunities to innovate, great benefits, and our fun and inclusive work culture. Reach your full potential with Geotab. To see what it’s like to be a Geotabber, check out our <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-sbvzk" style="color: rgb(102, 120, 140);" href="https://careers.geotab.com/blog/">blog</a> and follow us @InsideGeotab on <a class="MuiTypography-root MuiTypography-inherit MuiLink-root MuiLink-underlineHover css-sbvzk" style="color: rgb(102, 120, 140);" href="https://www.instagram.com/insidegeotab/">Instagram</a>. </span></div></div><h1><span style="color: rgb(37, 71, 123);">Who you are:</span></h1>
<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">The Customer Success Onboarding Specialist is a full-time individual contributor role within our SMB Customer Success organization. This role is focused on delivering exceptional onboarding experiences that drive rapid customer adoption and early value realization. If you love technology, and are keen to join an industry leader — we would love to hear from you!</span></p>
<h1><span style="color: rgb(37, 71, 123);">What you'll do:</span></h1>
<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">In this role, you will support a portfolio of SMB customers during their critical first 60 days, ensuring they successfully implement our solution, achieve early wins, and build a foundation for long-term success. This role is ideal for someone who is passionate about helping customers get started, enjoys teaching and enablement, and wants to build a career in Customer Success. <br></span></p>
<h1><span style="color: rgb(37, 71, 123);">How you'll make an impact:</span></h1>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Facilitate onboarding and implementation for new and migrating SMB customers, delivering back product training, best-practice guidance, and hands-on support to accelerate time-to-value and platform proficiency.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Conduct onboarding calls, implementation sessions, and training workshops to guide customers through setup, configuration, and initial use cases.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Document customer objectives and use cases during onboarding, creating clear success criteria and onboarding plans in collaboration with senior CSMs who will take the customers after their onboarding is completed.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Build strong relationships with customer contacts during the onboarding phase, establishing trust and setting the foundation for ongoing engagement.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Monitor onboarding progress and customer health during the first 60 days, identifying risks or delays and escalating to senior team members when needed.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Proactively reach out to customers to ensure they are actively using the platform, troubleshoot common issues, and provide guidance on next steps.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Respond to customer questions and requests during onboarding, coordinating with Support, Product, and senior CSMs to resolve issues quickly.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Track and report on onboarding metrics (e.g., time-to-first-value, training completion, product adoption, early health scores).</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Maintain accurate records of onboarding activities, customer interactions, and progress updates in CRM and CS platforms.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Contribute customer feedback and common onboarding challenges to internal teams to improve onboarding materials, processes, and product experience.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Support the development of onboarding playbooks, templates, and self-service resources based on frontline learnings.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Collaborate with the broader Customer Success team to ensure smooth handoffs from Sales and successful transitions to ongoing account management.</span></p>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Assist with customer communications, educational content creation, and scaled onboarding initiatives (e.g., webinars, help articles).</span></p>
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<h1><span style="color: rgb(37, 71, 123);">What you'll bring to the role:</span></h1>
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<p><span style="color: rgb(102, 120, 140); font-size: 12pt;">Exceptional verbal and written fluency in English and Italian is required.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Bachelor's degree or equivalent practical experience in a customer-facing role (e.g., customer support, onboarding, training, account coordination, or similar).</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">1-2 years of experience in Customer Success, onboarding, customer support, training, or a related customer-facing role (preferred but not required).</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Familiarity with B2B SaaS, IoT, or technology products is a plus but not required.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Strong communication, listening, and presentation skills with the ability to explain technical concepts to non-technical audiences (mandatory).</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Customer-centric attitude and a passion for creating positive customer experiences.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Ability to follow structured processes and playbooks while adapting to individual customer needs.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Comfort learning new software platforms and teaching others how to use them.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Basic analytical skills with the ability to track progress, spot issues, and report on onboarding metrics.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Experience with CRM or ticketing tools (e.g., Salesforce, Salesloft, Gainsight) is a plus but not required.</span></p>
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<p><span style="font-size: 12pt; color: rgb(102, 120, 140);">Organized and detail-oriented with good documentation habits.</span></p>
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