Frequency
Common in Growing Customer-Focused and Product-Led Businesses.
Especially essential for companies offering complex products, services, or platforms where new users or clients need hands-on guidance to get started successfully.
Industry Zones
Daily Plan
Guide new customers or employees through the initial setup, orientation, and training process
Create and deliver tailored onboarding plans and timelines
Host kickoff calls, webinars, and one-on-one walkthroughs
Document customer goals and ensure alignment with product/service features
Act as the bridge between sales, customer success, and support teams
Monitor early-stage usage, flagging issues or risks before they become churn threats
Continuously refine onboarding materials and processes for clarity and efficiency
Core Requirements
Clear, patient, and empathetic communicator
Organized and detail-oriented with strong follow-through
Familiarity with CRM and onboarding tools
Basic troubleshooting and problem-solving mindset
Customer-centric attitude with a focus on building trust early
Ability to work cross-functionally with Sales, Support, and Product teams
Bonus: instructional design, training, or teaching experience
