Sales Onboarding Specialist

Simplesat View all jobs

  • Pasig City, Metro Manila
  • Permanent
  • Full-time
  • 6 days ago
  • Apply easily
Company DescriptionLaunched in 2016, Simplesat is a software startup with a mission to enable service teams to collect, analyze, and publish customer satisfaction feedback.Measuring and improving customer satisfaction is more than just launching a survey. For feedback to have a real changing impact in an organization, it needs to connect and seamlessly integrate with critical systems like CRMs, helpdesks, and chat apps. Simplesat’s focus is to make that happen by shipping early, often, listening to our customers and then doing it all over again.Our company headquarters are in Bangkok, Thailand with a satellite office in Manila, Philippines.Learn more on our website: https://www.simplesat.io/Job DescriptionWe're hiring an Onboarding Specialist to own the customer onboarding experience end-to-end. You'll be the first person our new customers meet after signing up, and you'll make sure they launch successfully, see value fast, and feel genuinely supported along the way.This role reports to the Customer Success Lead and is our first dedicated onboarding hire. You'll help build the playbooks, processes, and resources that scale onboarding as we grow.What you'll doCustomer Onboarding & Activation
  • Own the onboarding journey from signup/handoff through first value milestone
  • Lead guided setup sessions (Zoom, email, chat) — configure surveys, branding, distribution channels, user access, and reporting
  • Support integration setup with helpdesks and CRMs (Zendesk, Gladly, Intercom, HubSpot, Salesforce, Freshdesk)
  • Troubleshoot first-week issues and remove blockers so customers launch on time
  • Deliver a fun, consultative, and educational onboarding experience
Playbook & Process Building
  • Co-develop onboarding playbooks, checklists, and templates with the CS Lead
  • Create scalable onboarding resources: setup guides, short videos, FAQ articles, and knowledge base content
  • Identify patterns in where customers get stuck and build solutions to prevent repeat friction
  • Document onboarding workflows and continuously improve them
Handoffs & Cross-Functional Coordination
  • Partner with Sales on consistent handoff inputs (what was promised, use case, success criteria, timeline, stakeholders)
  • Set clear expectations with customers on steps, timelines, and responsibilities
  • Hand accounts to the CS team with strong notes and context once onboarding is complete
  • Collaborate with Support to ensure smooth transitions for technical issues
Tracking & Reporting
  • Track onboarding progress and flag at-risk accounts early
  • Report on onboarding KPIs: time-to-value, onboarding completion rate, onboarding CSAT
Customer Engagement & Feedback
  • Capture product feedback from onboarding friction and recurring implementation issues
  • Collaborate with Product and Support to improve the onboarding experience
  • Contribute to the Voice of Customer program by surfacing patterns and insights
Qualifications
  • 3+ years in onboarding, implementation, customer success, or technical support (SaaS preferred)
  • Strong customer-facing communication and training skills in English (spoken + written)
  • Practical troubleshooting ability — you can figure out integrations and explain them simply
  • Experience with helpdesk or CRM platforms (Zendesk, Intercom, HubSpot, Freshdesk, Salesforce, etc.)
  • Organized and process-oriented — clear notes, repeatable workflows, no dropped balls
  • Available for night shift: 9 PM – 6 AM PHT
Nice to have
  • Experience with CSAT, NPS, or CES workflows
  • Experience building onboarding playbooks or customer-facing documentation
  • Understanding of SaaS integrations (APIs, webhooks, Zapier)
Additional InformationBenefits
  • Competitive salary
  • Flexibility in work set-up
  • Comprehensive health insurance and a self-improvement fund to support your growth.
  • Work with a friendly, quirky team of geeks.

Simplesat