Quantcast

Claim your free trial of ClientVenue

Start For Free

The Role Of A Customer Onboarding Specialist: What They Do And Why It Matters

This blog post will go through what customer onboarding specialist do, why it's important, and some ideas for getting your customer onboarding procedure started!

The Role Of A Customer Onboarding Specialist: What They Do And Why It Matters

A customer onboarding specialist is a customer support representative that focuses on the first interaction of the customer with your product.

They make sure to answer any questions and address any concerns before they become problems for the customer.

This blog post will go over what customer onboarding specialists do, why it matters, and some tips for getting your customer onboarding process started successfully!

Meeting of business people avatar character Free Vector

Customer Onboarding:

Customer onboarding is the customer's first interaction with your product after purchase. It doesn't matter how great of a product you have if you can't get them to use it!

The customer onboarding process is an integral part of customer retention. It's the first interaction that customers have with your product, and it's essential to make a good impression!

Following are some of the significance of an optimized customer onboarding process:

  • It helps reduce customer churn

Churn is the percentage of customers who discontinue their use of a product or service.

Customer onboarding can help reduce customer churn because it gives customers the opportunity to become familiar with your product and ask any questions before they become frustrated and leave.

In fact, according to Aberdeen Group, companies that excel at customer retention see a 95% reduction in customer churn!

  • It increases customer satisfaction.

Customers who don't get the help they need during customer onboarding process are likely to feel frustrated and therefore, dissatisfied with your product or service.

This means that customer onboarding specialists can greatly contribute to how satisfied a customer is with your company!

  • It increases customer lifetime value.

As mentioned above, customer churn is the number of customers who discontinue their use of your product or service minus those that cancel but then reorder within a certain period of time.

So if you can reduce customer churn by helping them successfully onboard with your product and turning them into satisfied, loyal users, it follows that they will stay on board for longer!

This means more revenue over the course of the customer's lifetime as well as increased referrals which leads to more new sales!

  • It reduces customer support costs.

Every customer onboarding process begins with a customer service representative answering any questions or concerns that the customer has before they become problems for the customer.

Piggy Bank, Save Up, Debts
  • It's an opportunity to upsell and cross-sell.

Customer onboarding specialists are in the perfect position to offer add-on services or products that could be of benefit to the customer!

They can also suggest other products that the customer may be interested in, based on their purchase history and behavior. Tips for getting your customer onboarding process started successfully:

Customer Onboarding Specialist:

A customer onboarding specialist is a customer support representative that focuses on the first interaction of the customer with your product.

Their job is to make sure that customers are having a good experience and answer any questions or concerns they may have.

Functions of a Customer Onboarding Specialist:

Now that we've gone over the basics of customer onboarding and the expertise aspects of it , let's take a look at some of the functions of customer onboarding specialist in detail:

1) The customer onboarding specialist starts the process by asking customers if they need help or have any questions.

This may be done via email, over the phone, or in person depending on how your business is set up to receive customer support inquires .

When a customer asks for assistance this way it's best to handle it right away rather than waiting because their issue will only get worse.

If you can't resolve an issue immediately then at least let them know that someone else will contact them soon! That kind of reassurance goes a long way when people are faced with problems.

The customer onboarding specialist should also make sure that no one waits too long before getting an answer from customer service and work hard to ensure quick responses.

If customer service is slow to answer customer questions then the customer onboarding specialist should pick up the slack and help out however possible.

They can also try to anticipate any problems that customers may have before they are brought into customer support so that there are no delays when dealing with issues!

2) The customer onboarding specialist educates customers on how to use the product.

Sometimes this means walking them through a set up or troubleshooting process.

Other times it may mean providing written or video tutorials that show customers how to get the most out of your product.

In some cases, customer service will be required to do more than just answer customer's questions. They must also teach customers how to use the product so that they don't churn due to not being able to understand how it works!

3) The customer onboarding specialist tracks customer's progress.

This is important because it allows customer service to see if any customers are struggling and might need more help than others.

It also helps customer service keep track of how many customers have churned so that they can identify any patterns.

Rising concept illustration Free Vector

The customer onboarding specialist should also be tracking data such as the number of support tickets generated, average response time, etc. in order to measure the effectiveness of the customer onboarding process.

4) The customer onboarding specialist resolves customer's issues.

This is the main function of customer support and the customer onboarding specialist should be no exception!

They must be able to resolve any issue that comes their way in a timely manner so that customers don't feel left in the dark.

The customer onboarding specialist should also work closely with other teams such as marketing, product development, and sales so that they are aware of any changes or updates to the product.

5) The customer onboarding specialist follows up with customers.

This is a great way to ensure that customers are having a good experience and haven't churned.

It also gives customer service the opportunity to get feedback from customers so that they can improve the customer onboarding process.

Customer onboarding specialists should follow up with all their assigned customers, not just those who have had issues.

6) The customer onboarding specialist manages customer's account.

Sometimes customer support will be required to manage customer's account and this includes updating their information, cancelling or suspending their subscription, and more.

The customer onboarding specialist should be able to do all of these things so that customers don't have to go through multiple channels in order to get the help they need.

7) The customer onboarding specialist represents the company.

This means that they must always be professional and courteous when interacting with customers.

They should also be familiar with your brand's values and make sure that they are communicated to customers.

The customer onboarding specialist is the first line of defense when it comes to customer relations and should act as an ambassador for your company!

8) The customer onboarding specialist helps with customer retention.

Customer service isn't only there to help customers; they should also be looking for ways that they can prevent customer churn and retain them as long-term customers!

The customer onboarding specialist is a key part of this process since their interactions with new customers will determine if those same customers stay or go.

Skills required for a customer onboarding specialist:

1) Excellent customer service skills.

This is a must-have for anyone working in customer service!

The customer onboarding specialist should be patient and understanding when dealing with customers, no matter how frustrated they might be.

They must also have excellent communication skills so that they can effectively communicate with customers.

2) Strong customer empathy.

The customer onboarding specialist should be able to put themselves in the customer's shoes and understand their perspective.

This will allow them to identify any problems that customers might have with your product or service so that they can get ahead of it!

It also allows them to better communicate with frustrated customers who just aren't happy with anything you've done for them, not just related directly to customer onboarding.

3) Excellent problem solving skills.

Customer onboarding specialists must be good at customer support and able to resolve customer issues as they come up!

This means that they need excellent problem solving skills so that customers don't have to wait around on the issue getting resolved or having it escalated for any reason.

It also ensures that customer service is continuously improving with each interaction, which makes your entire business better overall too!

While customer onboarding might not sound like the most glamorous job in customer service, it's an important one nonetheless.

4) The customer onboarding specialist is responsible for training new customer service reps.

This means that they must be familiar with the product and how it works inside out.

They also need to be up-to-date on all the changes and updates that are happening within the company so that they can pass this information along to customer service reps during training.

Teaching, Classroom, Teacher, Education

The customer onboarding specialist is a vital part of your customer service team and their role should not be underestimated!

5) The customer onboarding specialist is responsible for creating and managing customer's onboarding plan.

This includes creating a process that is easy for customers to understand and follow, as well as setting up customer's account so that they can get started using the product right away.

The customer onboarding specialist should also be familiar with your company's goals and make sure that these are reflected in the customer's onboarding plan.

6) The customer onboarding specialist is responsible for customer's first few interactions with your product.

While customer service reps are the ones who will be doing most of the work, it's important that customer onboarding specialists have a hand in this as well!

This means that they need to go over new customers' requests and coordinate their efforts so that everything gets handled properly.

They should also check back on these interactions routinely to make sure there aren't any issues or problems lingering around - especially if anything was missed before.

How to become a Customer Onboarding Specialist?

If customer service is what you seek, then customer onboarding could be a great opportunity for you to explore.

The customer onboarding specialist position requires at least some previous experience as a customer service representative or with customer support in general.

While it doesn't require any specific educational background, having completed courses related to business administration and interpersonal skills can definitely help!

The customer onboarding specialist position falls in the customer service representative pay range.  The national average salary for a Client Onboarding Specialist is ₹7,64,458 in India.

This might vary depending on your experience and skillset, as well as the company you work for.

Conclusion:

The customer onboarding specialist is a vital part of your customer service team and their role should not be underestimated!

They are responsible for customer's first few interactions with your product, creating and managing customer's onboarding plan, as well as training new customer service reps.

If you're looking for a career in customer service, then this could be a great opportunity for you!



Running an agency?

Clientvenue is an all-in-one client portal and client requests management software.

Learn more