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!
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.
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.
Conduct onboarding calls, implementation sessions, and training workshops to guide customers through setup, configuration, and initial use cases.
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.
Build strong relationships with customer contacts during the onboarding phase, establishing trust and setting the foundation for ongoing engagement.
Monitor onboarding progress and customer health during the first 60 days, identifying risks or delays and escalating to senior team members when needed.
Proactively reach out to customers to ensure they are actively using the platform, troubleshoot common issues, and provide guidance on next steps.
Respond to customer questions and requests during onboarding, coordinating with Support, Product, and senior CSMs to resolve issues quickly.
Track and report on onboarding metrics (e.g., time-to-first-value, training completion, product adoption, early health scores).
Maintain accurate records of onboarding activities, customer interactions, and progress updates in CRM and CS platforms.
Contribute customer feedback and common onboarding challenges to internal teams to improve onboarding materials, processes, and product experience.
Support the development of onboarding playbooks, templates, and self-service resources based on frontline learnings.
Collaborate with the broader Customer Success team to ensure smooth handoffs from Sales and successful transitions to ongoing account management.
Assist with customer communications, educational content creation, and scaled onboarding initiatives (e.g., webinars, help articles).
Exceptional verbal and written fluency in English and Italian is required.
Bachelor's degree or equivalent practical experience in a customer-facing role (e.g., customer support, onboarding, training, account coordination, or similar).
1-2 years of experience in Customer Success, onboarding, customer support, training, or a related customer-facing role (preferred but not required).
Familiarity with B2B SaaS, IoT, or technology products is a plus but not required.
Strong communication, listening, and presentation skills with the ability to explain technical concepts to non-technical audiences (mandatory).
Customer-centric attitude and a passion for creating positive customer experiences.
Ability to follow structured processes and playbooks while adapting to individual customer needs.
Comfort learning new software platforms and teaching others how to use them.
Basic analytical skills with the ability to track progress, spot issues, and report on onboarding metrics.
Experience with CRM or ticketing tools (e.g., Salesforce, Salesloft, Gainsight) is a plus but not required.
Organized and detail-oriented with good documentation habits.
Strong organizational and time management skills, with the ability to manage multiple onboarding engagements simultaneously (mandatory).
Proactive and self-motivated with a "can-do" attitude and willingness to take initiative.
Team player who collaborates well with colleagues across functions and geographies.
Comfortable working in a fast-paced, dynamic environment and adapting to changing priorities.
Growth mindset with a strong eagerness to learn, openness to feedback, and commitment to continuous improvement.
Knowledge of AI and how to use different aspects of it in the CX.
Geotab is a global leader in connected vehicle and asset management solutions, with headquarters in Oakville, Ontario and Atlanta, Georgia. Our mission is to make the world safer, more efficient, and sustainable. We leverage advanced data analytics and AI to transform fleet performance and operations, reducing cost and driving efficiency. Backed by top data scientists and engineers, we serve over 55,000 global customers, processing 100 billion data points daily from more than 5 million vehicle subscriptions. Geotab is trusted by Fortune 500 organizations, mid-sized fleets, and the largest public sector fleets in the world, including the US Federal government. Committed to data security and privacy, we hold FIPS 140-3 and FedRAMP authorizations. Our open platform, ecosystem of outstanding partners, and Geotab Marketplace deliver hundreds of fleet-ready third-party solutions. This year, we're celebrating 25 years of innovation. Learn more at www.geotab.com and follow us on LinkedIn or visit Geotab News and Views.
GEOTAB and GEOTAB MARKETPLACE are registered trademarks of Geotab Inc. in Canada, the United States and/or other countries.
