Onboarding Specialist

What you'll be working on

• Drive Time-to-Value (TTV). Lead new customers through a defined 30-day onboarding journey. Your goal is to get their data imported, contribution forms live, and their first "call time" session completed as quickly AND effectively as possible. The most successful team members recognize that our customers want ROI quickly, but also in a manner that is repeatable and sets them up for future success.
• Inbox Management. You will be the front line for technical troubleshooting, "how-to" questions, and product feedback, providing fast, empathetic, and accurate responses.
• Technical Setup & Data Migration. Assist customers with data imports and CRM configurations. You’ll ensure their historical data is cleaned and mapped correctly so they can hit the ground running.
• Proactive Education. Conduct 1-on-1 and 1-to-many training sessions via Zoom to educate users on Numero’s core features and best practices.
• Resource Creation. Identify common friction points in the support inbox and create help center articles, Clueso videos, or FAQs to enable customer self-service.
• Feedback Loop. Act as the bridge between our customers and the product team. Synthesize common support trends and onboarding hurdles into actionable product requests.

What we value

Here are some of the concepts that we value as a team and hope resonate with you:

• Customer-Centric Mindset. You put the customer’s needs first, work hard to understand their goals, challenges, and pain points. You act as a trusted advisor rather than just a service provider.
• Proactive Engagement. Reaching out before issues arise, identifying ways to add value through best practices, training, or additional services. Monitoring customer health metrics to anticipate potential issues and churn.
• Strong Relationship Building. Establishing deep, long-term partnerships with customers, providing personalized experiences and support, and ensuring open and transparent communication.
• Product Knowledge and Expertise. Understanding the company’s products inside and out, educating customers on how to maximize its value, and acting as a bridge between customers and our development team.
• Problem Solving and Adaptability. Quickly identifying and resolving customer challenges, thinking creatively to help customers achieve success, and adjusting strategies based on evolving customer needs.

Compensation + Benefits

For this role, we offer a salary in the range of $65,000 - $70,000 + equity. We also offer the following benefits to help you to do the best work of your career:

How to apply

To apply, fill out this brief application with:

• A quick paragraph about your background and why you’re interested in Numero
• Your resume
• Links to any public online profiles (e.g. LinkedIn, etc) you’d like to share We’ll schedule a ~30 minute call to chat about your past work, mostly based on your resume, and go from there. Go for it — we can’t wait to hear from you!

🧠 FAQs

Process + Timeline

We aim to keep our interview process lightweight + efficient — we can move from an intro phone call to an offer within a week. It generally involves the following steps:

• Intro Call: A ~30-minute call with our Director of Customer Success to review your background + experience and learn more about the role. If there is a mutual fit, we’ll schedule an interview with our Co-Founder and CFO.
• Skills Assessment: A short take-home exercise where you'll work through a realistic customer success question and response. This should take about 1 hour.
• CFO Interview(s): A ~1-hour interview with our Co-Founder and CFO that dives into your individual work history and your relationship-building skills.
• Final Interview with Cofounders: A quick ~30-minute chat with our other two cofounders to give you and our founders a chance to ask questions. If all goes well, the next step is extending an offer 🎉!

‣ About Numero

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.