Housecall Pro

SaaS

ClientOnboardingSpecialist

$20–23k New York, New York, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Client Onboarding Specialist at Housecall Pro. Skills: customer success, onboarding, relationship building, product adoption, customer service. Coordinating and facilitating customer onboarding. Providing exceptional customer service”

What You'll Achieve.

ensuring a seamless and positive onboarding experience; ensuring they realize value quickly; exceeding success metrics; mitigate risk; drive retention; ensure long-term growth; exceeding customer expectations in support delivery

Industry & Context.

SaaS
Problems you'll solve

problem solving skills; troubleshoot technical issues; think outside the box for solutions

What They're Looking For.

Must Have

1-3+ years experience in full-time customer success, implementation or sales, Bachelor's degree or equivalent experience in a related field, Proven success in developing relationships with new customers and exceeding success metrics, Ability to work the scheduled shifts: Monday - Friday 11am-8pm PST, Advanced English proficiency

Nice to Have

Self-starter with motivation, drive, and ability to work in a fast paced environment, problem solving skills, Excellent written and verbal communication skills, Prompt attention to detail, time management and organizational skills, Experience using AI tools to increase quality and efficiency of work

What You'll Do.

Coordinating and facilitating customer onboarding

Providing exceptional customer service

Answering Pros' questions and concerns

Serving as the dedicated and primary point of contact post-enrollment

Taking ownership of the Pro experience

Guiding Pros through early adoption

Building confidence in Pros

Ensuring Pros realize value quickly

Addressing challenges

Reinforcing the value of HCP

Ensuring Pros feel confident they made the right decision

Owning relationship during initial onboarding phase for new Pros including account activation and transition

adoption and product utilization

relationship building

and delivery of product and service value

Serving as the primary and dedicated resource for Pros during their early lifecycle

ensuring a smooth transition from sales through onboarding

Reinforcing and “reselling” the value of HCP

helping Pros build confidence in their decision and driving early product adoption

Effectively communicating client information

and feedback across teams (i. e. Sales

and nurturing our Pros for advocacy

using a consultative and empathetic approach

Identifying opportunities for expansion

recommending areas for improvement

and proactively looking for ways to better our Pros experience

and action to drive efficiency

Improving our Pros opportunities by leveraging qualitative and quantitative analysis

Developing processes that distinguish our brand by exceeding customer expectations in support delivery

Troubleshooting technical issues

Leveraging deep product knowledge

Thinking outside the box for solutions

How You'll Work.

Team & Collaboration

Partner cross-functionally to support Pro success; Collaborating with Account Managers to mitigate risk, drive retention, and ensure long-term growth; Effectively communicate client information, trends, and feedback across teams (i. e. Sales, Marketing, Engineering, and Tech Support)

Communication Scope

Excellent written and verbal communication skills

Process & Methodology

Managing details, timelines, and action to drive efficiency

Full Job Description

Why Housecall Pro? Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes. We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well. While our headquarters are based in Denver, Colorado, our team spans the globe, with teammates across Brazil, Poland, the Philippines, Mexico, and beyond. We care deeply about our customers and foster a culture where our company, people and Pros grow and succeed together—no matter where they’re based. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros. We also offer: Paid holidays and flexible, take-it-as-you-need-it scheduled time off A culture built on innovation that values big ideas, no matter where they come from Role Overview: As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless and positive onboarding experience for our service professionals (our Pros) to our platform. You are responsible for coordinating and facilitating customer onboarding, while providing exceptional customer service and answering Pros' questions and concerns. As the dedicated and primary point of contact during the most critical window post-enrollment, you take ownership of the Pro experience, guiding them through early adoption, building confidence, and ensuring they realize value quickly. You bring a proactive approach to addressing challenges, empathy, and problem-solving skills to help better our team and improve the lives of our Pros. You operate with an ownership mindset, acting as a continuation of the sales experience by reinforcing the value of HCP and ensuring Pros feel confident they made the right decision. Our team is passionate, empathetic, hard working, and above all

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