Onboarding Specialist, Mid-Market & Strategic Accounts at Levelset

| Austin
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If you read the below description and feel this position excites you, but your experience does not add up 100%, we encourage you to still apply and tell us why! We look forward to learning what makes you passionate and purposeful.

Our customer education team trains and onboards Levelset’s customers so that they can use our software confidently and efficiently, and never lose a night's sleep over payment. We're looking for an onboarding specialist to guide the onboarding process for our mid-market and strategic accounts. This role reports to the Director of Strategic Accounts and works closely with our mid-market & strategic customer success managers and support agents.

What You’ll Do

  • Drive the onboarding process for our more complex customers and help them to achieve their outcomes as quickly as possible.
  • Outline and deliver a customized onboarding plan (intro calls, training, technical set-ups, Q&A sessions) that will deliver successful adoption, coordinating all project stakeholders and communicating a clear, shared vision of success.
  • Work together with Customer Success Managers to build relationships with the key stakeholders from support staff to executives.
  • Exercise strong project management and change management skills to both guide and advise customers to a timely launch and to manage your own tasks and projects.
  • Outline and deliver a customized onboarding plan (intro calls, training, technical set-ups, Q&A sessions) that will deliver successful adoption, coordinating all project stakeholders and communicating a clear, shared vision of success.
  • Become a Levelset expert in order to effectively advise customers on set-up, software integrations, workflows, roll out practices, and construction education.
  • Meet individual, team, and company KPIs (e.g.time to launch).
  • Work closely with the Director of Strategic Accounts, Mid Market Customer Success Managers, Senior Support and Product teams when needed to ensure that customers' requirements are communicated correctly and that customers receive appropriate troubleshooting and feature development information.
  • Participate in pre-sale conversations if required.
  • Develop strategies for scale and increased quality of service.
  • Leave detailed notes on onboarding, including decisions made for account set-up, key stakeholders and information on champions and detractors identified throughout the onboarding process.
  • Travel - Client dependent

What You Bring

  • Strong project management skills and experience.
  • Empathy for customers and commitment to exceptional customer experience.
  • Track-record of successfully working with mid-market and/or enterprise customers and developing strong relationships with project teams and C-level decision makers.
  • Strong ability to develop, execute and collaborate across different teams to ensure that all customers are successful.
  • Drive and energy.
  • Self-motivated with a high attention to detail and ability to multitask.
  • Great problem-solving skills.
  • Make complex things simple and deliver them in a digestible format.
  • Prior experience in an onboarding or customer training role, preferably in the SaaS industry.
  • Excellent written and verbal communication skills.
  • Comfortable working in a fast-paced, high-growth environment.
  • Experience working with complex data sets.

 

About Levelset

Levelset has been named one of the "Best Places to Work" by New Orleans CityBusiness three years in a row for our mission-driven culture and commitment to internal and external growth. Backed by venture funding, we are growing rapidly and looking for new exciting team members to add their unique talents to our mission. We empower contractors to always get what they earn, and our software platform makes lien rights, payment paperwork, and compliance in the construction industry simple and stress-free, so contractors and suppliers can get paid faster, have easier access to capital, and less surprises.

Levelset is venture-backed by Horizons Ventures, S3 Ventures, Altos Ventures, and Brick & Mortar Ventures. Levelset is headquartered in New Orleans, Louisiana, with offices in Austin, Texas, and Cairo, Egypt, and is 200+ employees strong. 
 

Why Levelset

  • We’re a rapidly growing team working on interesting and worthwhile problems
  • With a newly distributed workforce, we make engagement and employee wellness even more of a priority. We want you to love your job! 
  • We believe professional growth (i.e. building your skills) is essential. Working here provides the opportunity for increased responsibility, continuous learning, and more.
  • We have a very welcoming culture that starts at the top with our CEO.
  • Nothing is a secret here, we think honesty and transparency create a productive workplace.
  • Recognition for hard work and demonstrating our core values is important to us.

 

Benefits

  • Competitive health benefits, including mental, emotional, and behavioral health benefits and an easy to use Employee Assistance Program.
  • Flexible sick & personal leave policy needed for health, family, and parenting during this tough time.
  • Open vacation policy without a cap on the number of days-off. We do require employees to take a minimum of 5 days off in a row each year. 
  • Subsidized International Travel: We subsidize international travel starting at 6 months, and increasing each year
  • Equity, per company’s general stock grant plan 
  • 401k account through Betterment which allows you to seamlessly save money for retirement directly from your paycheck
  • Learning and Development Opportunities: In the spirit of our core value to Learn Enough, we offer a book reimbursement program. If you share what you learned from a book with the team, we'll reimburse you for it. We also provide ample room for learning and development opportunities through Coursera online courses, outside speakers, and opportunities to learn skills from your colleagues.

Levelset is committed to providing an environment where any and all people feel welcome, respected, and free to be their authentic selves. We welcome applicants of all gender identities, sexual orientation, educational background, religion, ethnicities, veteran status, and citizenships.

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Technology we use

  • Engineering
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Backbone.jsFrameworks
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    • ZendFrameworks
    • MemcachedDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • Neo4jDatabases
    • RedisDatabases
    • SQLiteDatabases

An Insider's view of Levelset

How do you make yourself accessible to the rest of the team?

I love the connection I have with team members across all offices and teams. I make myself available over Zoom and Slack on a regular basis and try to meet with folks when I’m in our offices. This is important to me because our people are investing in us just as much as we’re investing in them.

Gretchen Lynn Riedel

Vice President of Customer Experience

What are Levelset Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
Pet Friendly
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available
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