Customer Onboarding Specialist

As a Customer Onboarding Specialist, you will serve as initial post-sale contact for customers, providing training and guidance that ensure a positive initial experience and achieve early value. This role requires someone who can provide strategic and technical training to ensure adoption, advocacy, and retention. A blend of relationship management, project coordination, and consultative sales expertise to help clients, and their operators unlock the full potential of their partnership with Ladle.

Ladle is the flagship brand for solutions tailored to meet the diverse needs of the foodservice and retail industries. Ladle’s innovative ecosystem includes Storewise, MeazureUp, and ComplianceMate, each designed to empower businesses with cutting-edge tools to streamline operations, enhance compliance, and drive profitability. Each brand under Ladle’s portfolio is a critical component of this vision.

Ladle delivers unparalleled value and innovation to its customers. With over 18,000 locations across North America utilizing its platforms, Ladle’s mission is to deliver operational excellence through data-driven insights, automation, and innovative technology.

Key Responsibilities

• Learn about expectations and needs of customer to tailor onboarding to their specific situation.
• Oversee the Customer Team’s Support Inbox, categorizing and delegating support requests while addressing those within scope.
• Maintain accurate customer records in Zendesk by managing user activations, deactivations, and granting upload permissions to trained vendors.
• Develop and maintain positive relationships with customers and store representatives to foster collaboration.
• Increase product awareness and work closely with customers to achieve maximum value from their investment.
• Provide regular updates to the Onboarding & Implementation Team regarding customer onboarding progress.

Hand off the client to a Customer Success Manager, Account Manager, or other long-term client contact once initial onboarding is complete

Qualifications

• 1-3 years of experience, preferably in SaaS
• Excellent communication and presentation skills, both verbal and written.
• Diligent and detail-oriented project management abilities.
• Self-motivated, goal-oriented, and a team player.
• Experience working in the grocery industry and familiarity with pricing operations.
• Demonstrated success in partner-building that results in new revenue.

What We Offer

• Comprehensive Benefits: Medical Insurance, Dental Insurance, Vision Insurance (effective day one)
• Flexible & Supportive Culture: Work in a collaborative environment that values balance and well-being with a remote first culture.
• Generous PTO: Take the time you need with our open paid time off policy.
• Innovative Work: Be part of a team that leverages cutting-edge technology to make a real impact.