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Senior Client Onboarding Specialist

MSPbots.ai

MSPbots.ai

This job is no longer accepting applications

See open jobs at MSPbots.ai.See open jobs similar to "Senior Client Onboarding Specialist" Mercury Fund.
Philippines
Posted on Feb 3, 2025

MSPbots.ai is a leading provider of AI-driven solutions tailored for Managed Service Providers. Our mission is to empower clients to streamline their operations and maximize their potential through innovative technology.

Job Summary:

Transform MSP service delivery with automated ticket dispatching! As a Onboarding Specialist for Next Ticket, you'll empower clients to optimize their workflows and boost efficiency. Your MSP experience and passion for streamlined processes will drive self-serve adoption and deliver impactful personalized onboarding.

Company: MSPBOTS

Location: Remote

Work Hours and Schedule: Semi-flexible, 8 AM – 5 PM CDT (10 PM-7 AM PHT), Fixed rest days (Sat-Sun)

OVERALL SUCCESS MEASURES

  • HIGH self-serve onboarding completion rate for Next Ticket.
  • STRONG client satisfaction with the self-serve onboarding experience.
  • INCREASED feature adoption and utilization of Next Ticket.
  • REDUCED reliance on 1:1 onboarding sessions.
  • HIGH client satisfaction with personalized 1:1 onboarding when required.

RESPONSIBILITIESChampion Self-Serve Onboarding:

  • Become an MSPbots' Next Ticket feature expert, understanding its functionalities, benefits, and use cases within MSP service desks.
  • Develop and maintain engaging self-serve onboarding resources, including educational videos, interactive tutorials, and in-app guidance using tools like UserPilot.
  • Continuously analyze the effectiveness of self-serve resources and identify areas for improvement.
  • Collaborate with internal teams to optimize knowledge base articles and ensure alignment with self-serve onboarding materials.

Deliver Impactful Personalized Onboarding:

  • Identify clients who require personalized 1:1 onboarding due to specific needs or challenges with self-serve.
  • Conduct needs assessments to understand client requirements and process pain points.
  • Deliver engaging and effective online training sessions, showcasing best-practice configurations tailored to address their key operational challenges.
  • Guide clients through the setup and customization of Next Ticket to align with their workflows and automation needs.
  • Proactively review client configurations against success factors for implementing Next Ticket, offering recommendations and best practices.

Ongoing Support and Adoption:

  • Provide ongoing support and guidance to clients, helping them optimize Next Ticket configurations, troubleshoot issues, and maximize efficiency gains.
  • Proactively monitor client usage of Next Ticket and offer assistance to ensure continued value realization.

Risk Mitigation and Proactive Support:

  • Identify potential roadblocks to successful Next Ticket adoption and proactively address them.
  • Monitor client feedback and usage patterns to identify confusion or frustration and develop solutions to mitigate risks.

Process Optimization:

  • Contribute to continuously improving the Next Ticket onboarding process based on client feedback and data analysis.
  • Identify opportunities to streamline and optimize onboarding workflows to enhance efficiency and client satisfaction.

QUALIFICATIONS

  • MUST have 3+ years of experience in an MSP environment, with hands-on experience in service delivery and ticket dispatching. Experience as a Dispatcher or Service Manager is strongly preferred.
  • Deep understanding of ticket dispatching processes, workflows, and best practices within an MSP.
  • Strong technical aptitude and ability to learn new software quickly.
  • Excellent communication, presentation, and interpersonal skills.
  • Passion for client success and a commitment to delivering exceptional service.

DESIRABLE QUALITIES

  • Experience with onboarding and training in a SaaS environment.
  • Familiarity with UserPilot or similar digital adoption platforms.
  • Knowledge of adult learning principles and instructional design.
  • Experience with process improvement methodologies (e.g., Lean, Six Sigma).

What’s in it for you?

  • Permanent full-time work-from-home position
  • HMO (reimbursement for $100/mo)
  • Life Insurance (reimbursement for $20/mo)
  • Reimbursement for Dental-$20 and Vision-$4
  • 15 PTO credits in a year (if unused, convertible to cash!)
  • Training/Development courses (reimbursement for up to $30)
  • US Holiday Pay

This job is no longer accepting applications

See open jobs at MSPbots.ai.See open jobs similar to "Senior Client Onboarding Specialist" Mercury Fund.
See more open positions at MSPbots.ai
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