Housecall Pro
SaaS
ClientOnboardingSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“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.
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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