Onboarding and Support Specialist

Full Time

Job Description

The Onboarding and Support Specialist professional will be responsible for the successful onboarding, training, and rollout of a specialized. This role involves working directly with clients, ensuring smooth implementation, providing training, offering support, and maintaining effective communication across multiple stakeholders in various locations across the Philippines.

Responsibilities

Project Management:

  • Lead the planning, coordination, and execution of software onboarding and training activities.
  • Develop detailed project plans, timelines, and resource allocation schedules for software implementation.
  • Monitor and control the progress of the software rollout to ensure milestones are achieved, addressing any risks or issues that arise.
  • Oversee coordination with the stakeholders to ensure successful project delivery.
  • Manage multiple stakeholders, including external and internal teams.
  • Conduct regular project status meetings with internal and client stakeholders to ensure alignment and transparency.

Onboarding and Training:

  • Conduct training sessions for end-users on the use of the system.
  • Develop and customize training materials (user manuals, guides, videos) tailored to the needs of various users and their specific tasks.
  • Ensure all stakeholders are fully prepared to use the software efficiently, including answering questions and providing hands-on support during training.
  • Provide post-training support to ensure smooth adoption and resolve any issues encountered by users.

Client Support:

  • Serve as the primary point of contact for clients to address concerns, resolve issues, and provide assistance during the software implementation process.
  • Troubleshoot and diagnose software issues, working with technical teams to resolve them.
  • Ensure a positive customer experience by maintaining clear communication, responding to queries promptly, and managing client expectations.
  • Collect and analyze client feedback to continuously improve the training and onboarding process.
  • Create detailed documentation for client support, including FAQs, troubleshooting guides, and escalation processes.

Rollout Management:

  • Manage the end-to-end process of software rollout across various locations in the Philippines.
  • Coordinate with technical teams to ensure successful system installation, configuration, and testing at each location.
  • Oversee the deployment and configuration of the software at each location, ensuring that the system functions as expected in real-world conditions.
  • Monitor the progress of the rollout and assist with any troubleshooting or adjustments required during the deployment phase.

Relationship Management:

  • Build and maintain strong relationships with key stakeholders
  • Act as the liaison between the client, internal teams, and technical support to ensure that all parties are aligned with project goals.
  • Represent the company’s interests while ensuring that the client’s needs and concerns are effectively addressed.

Reporting and Documentation:

  • Provide regular updates to senior management regarding project status, challenges, and client feedback.
  • Maintain accurate and detailed records of all training sessions, support issues, and client interactions.
  • Prepare post-project reports and evaluations to assess project success and areas for improvement.

QUALIFICATIONS

  • Bachelor’s degree in Business, Information Technology, or a related field.
  • Minimum of 2-3 years in project management, client support, or a similar role, with experience in software onboarding or technical training.
  • Familiarity with technical systems, software deployment processes, and troubleshooting. Working with government clients is a plus.
  • Must be willing to travel across various locations in the Philippines to oversee the project rollout and provide in-person support.
  • Proficiency in English and Filipino is required. Additional language skills are a plus.
  • PMP, Agile, or similar project management certifications are desirable but not required.

Job Summary

Job level

Specialist

Department

-

Vacancy

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