Onboarding Specialist I

SurveyMonkey
Costa Rica
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Communication","Critical thinking","Problem-solving","Collaboration","Customer relationship management"]

Own the onboarding experience for SurveyMonkey Enterprise clients, ensuring a successful activation and time-to-value. Guide customers through adoption, gather goals, and coordinate with technical solutions managers for integration and single-sign-on requirements. Manage multiple accounts, deadlines, and milestones while meeting service level agreements, and troubleshoot issues to keep clients progressing confidently beyond onboarding.

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FursaFursa
SurveyMonkey
SurveyMonkey
2 weeks ago

Onboarding Specialist I

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Own the onboarding experience for SurveyMonkey Enterprise clients, ensuring a successful activation and time-to-value. Guide customers through adoption, gather goals, and coordinate with technical solutions managers for integration and single-sign-on requirements. Manage multiple accounts, deadlines, and milestones while meeting service level agreements, and troubleshoot issues to keep clients progressing confidently beyond onboarding.
Location: Costa Rica
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Onboard clients to satisfy their processes, rules, and other requirements.
  • •Drive accelerated time to value and platform adoption through outreach, monitoring, and feature promotion.
  • •Gather client goals with product partners and ensure setup supports those goals beyond onboarding.
  • •Collaborate with technical solutions managers on integration and single-sign-on requirements.
  • •Manage multiple accounts, deadlines, and milestones; track, communicate, troubleshoot, and resolve client issues while meeting service level agreements.

Key Requirements

  • •2+ years of experience building strong client relationships and effectively managing client expectations.
  • •Comfort initiating and engaging in conversations with clients over the phone.
  • •Experience configuring business logic within a web-based platform.
  • •Understanding of key aspects of the project lifecycle, including requirements, functional specs, test plans, user training, and deployment support.
  • •Ability to communicate in writing and orally in English at the B2+ level.
Experience:2+ yearsCustomer onboardingEnterprise customers
Skills:CommunicationCritical thinkingProblem-solvingCollaborationCustomer relationship management
Languages:English
Tech Stack:Single-sign-onIntegrations

Company Brief

SurveyMonkey
Provides an online survey platform and experience management tools that help organizations collect, analyze, and act on feedback from customers, employees, and markets through surveys, forms, and analytics.
Industry: Enterprise Software
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Mateo, United States
Founded: 1999
Glassdoor
Glassdoor: 3.8
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