RightStaff Inc · 1 week ago
Onboarding & Customer Success Specialist
Plano, TX, US
Full-time
Hybrid
New Grad, Entry LevelRightStaff Inc is a nationwide IT solutions partner recognized for its rapid growth and exceptional staffing services. The Onboarding & Customer Success Specialist is responsible for delivering high-quality onboarding experiences and ensuring customer success through structured training, proactive audits, and support coordination.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Collaborate with the Director of Operations to develop and maintain structured training materials for both customers and internal teams
Lead or co lead onboarding and training sessions alongside the Director of Operations to ensure consistency and quality
Create and update training documentation and presentation decks based on Master Class recordings and key training sessions
Deliver structured training sessions for dealership Administrators and Advisors, ensuring clear understanding of workflows, system navigation, and daily usage
Partner with Implementation and Operations teams to ensure onboarding milestones are completed on time
Maintain onboarding and training documentation, recorded resources, and learning materials
Ensure onboarding quality standards are met prior to and immediately following go live
Conduct post go live audits (one week after launch) to assess account health, pending payments, feature usage, and configuration accuracy
Analyze platform and CRM data to identify customers not fully utilizing core features
Recommend corrective actions and submit Support tickets for required updates or activations
Validate issue resolution and follow up with customers to confirm satisfaction
Route all configuration, reporting, and system update requests through the HubSpot Help Desk
Monitor ticket progress and ensure timely resolution
Escalate behavioral concerns, process non compliance, and refund related matters to the Director of Operations
Ensure compliance with approval requirements for credits and refunds
Identify and communicate recurring issues, risks, and improvement opportunities to Operations and Leadership
Support Leadership with ad hoc tasks as needed
Log all onboarding, training, and retention activities in HubSpot, including calls, meetings, tasks, and follow ups
Maintain organized task statuses and tags to support visibility, accountability, and reporting
Ensure documentation accuracy to support effective cross?functional collaboration
Qualification
Required
Client facing experience in onboarding and customer success roles
Experience in developing and maintaining training materials
Ability to lead onboarding and training sessions
Experience in creating and updating training documentation
Strong understanding of workflows, system navigation, and daily usage for dealership Administrators and Advisors
Ability to partner with Implementation and Operations teams to meet onboarding milestones
Experience in conducting post go live audits
Ability to analyze platform and CRM data
Experience in recommending corrective actions and submitting Support tickets
Ability to validate issue resolution and follow up with customers
Experience in routing configuration, reporting, and system update requests
Ability to monitor ticket progress and ensure timely resolution
Experience in escalating behavioral concerns and process non compliance
Ability to ensure compliance with approval requirements for credits and refunds
Experience in identifying and communicating recurring issues and improvement opportunities
Experience in logging onboarding, training, and retention activities in HubSpot
Ability to maintain organized task statuses and tags
Experience in ensuring documentation accuracy for cross-functional collaboration
Benefits
Excellent compensation
Great opportunity for career growth
Company
RightStaff Inc
RightStaff is a nationwide professional services and staffing solutions partner.
Founded in 1998
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Shelley Amason
CEO/President
Company data provided by crunchbase