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zbiz solutions

Customer Onboarding and Training Specialist

1-3 Years
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Job Description

Key Responsibilities

Client Onboarding and Enablement

  • Support discovery and requirements discussions to understand client needs, workflows, and objectives.
  • Assist in preparing and completing initial platform set-up and configuration based on approved scope.
  • Deliver onboarding sessions, user walkthroughs, and orientation programmes in a clear and professional manner.
  • Guide users on recommended workflows, platform usage, and practical next steps.
  • Provide refresher sessions and post-launch support for existing users as needed.

Delivery and Coordination

  • Maintain accurate documentation, onboarding records, and handover notes.
  • Coordinate with internal teams to support smooth implementation and client readiness.
  • Stay updated on product features, use cases, and internal delivery standards.
  • Escalate gaps, risks, or out-of-scope requests to the Learning & Enablement Lead when required.

Qualifications

  • Bachelor's degree in Business, Marketing, Communications, Education, Information Technology, or a related field preferred.
  • 1 to 3 years of experience in onboarding, training, customer support, customer success, implementation support, or a similar role.
  • Experience in user training, platform walkthroughs, or software support is an advantage.
  • Exposure to SaaS, CRM, automation, or digital platforms is preferred.
  • Strong written and spoken English.
  • Willingness to report on-site as needed for meetings and trainings.

Key Skills

  • Clear communication and presentation skills
  • Strong facilitation and training ability
  • Attention to detail and strong follow-through
  • Comfort in explaining systems to non-technical
  • Organised and client-focused approach users

More Info

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About Company

Job ID: 146883411

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