Onboarding & integtration Specialist

Company Description

Surense Technologies is an Insuretech-enabler company that has developed and is already selling its proprietary leading CRM platforn for insurance brokers'.

Role Description

We are seeking a dynamic and customer-focused individual to join our team as an Onboarding & Integration Specialist (OIS), to ensure a fast, seamless and engaging experience for new users on Surense's CRM platform.

The Onboarding & Integration Specialist will be part of the sales team, and will work closely with our customer success team.

In its position the Onboarding & Integration Specialist will have to:

• Conduct orientation sessions to introduce users to the platform's features, functionalities, and best practices;
• Provide personalized assistance to users, addressing their specific needs and challenges during the onboarding phase;
• Offer continuous support to clients during the integration phase, fostering a positive and collaborative relationship;
• Develop and deliver training materials, webinars, and documentation to enhance user understanding and utilization of platform features.
• Create and maintain a repository of best practices and tips to drive ongoing user engagement.

This is a full-time on-site role at our office in Modiin.

Qualifications

• Bachelor's degree in Business, Information Technology, or a related field.
• Proven experience in customer onboarding, customer success, or a similar role.
• Strong communication and interpersonal skills.
• Problem-solving mindset with the ability to troubleshoot and resolve issues effectively.
• Ability to work collaboratively in a team-oriented environment.
• Ability to learn quickly and adapt to new technologies
• Experience in the insurance industry is a plus