We are looking for a detail-oriented and tech-savvy Onboarding (Implementation) Specialist to join our team in Round Rock, Texas. In this role, you will be responsible for ensuring the successful deployment and integration of our solutions with client systems. You will act as a key point of contact for clients throughout the onboarding process—configuring software, training users, and ensuring a seamless transition from sales to active use.
Who We Are
SalesRabbit is the leader in field sales operating as the only fully integrated field sales management platform, continuously evolving enterprise-ready selling solutions. We’re a fast-growing SaaS company helping sales teams close more deals and work more efficiently.
To be a great fit at SalesRabbit, you should:
- Love customers and helping them succeed
- Have a strong sense of curiosity and love improving processes
- Be both humble and confident—comfortable leading, but always learning
- Thrive in a fast-moving, high-growth environment
- Be willing to roll up your sleeves and dive into the data
To be a good fit for this particular role, we require that you have:
- Exceptional customer relationship-building skills.
- Excellent written and oral communication skills.
- Strong analytical capabilities for advanced problem-solving.
- Demonstrable leadership skills.
- Ability to influence decision-making and drive change.
- Highly organized with a strong ability to multitask.
- Good judgment and follow-through on tasks until completion.
- Ability to work cross-functionally in a fast-paced environment.
- Experience with Microsoft Excel and Zoom.
- Desired: Accounting knowledge.
Responsibilities of the role:
- Quickly grasp key roofing and SaaS industry concepts.
- Gather, analyze, and process client data during data migrations.
- Provide prompt responses to customer inquiries via phone and email.
- Maintain an organized approach through various onboarding milestones.
- Develop and nurture key customer relationships, fostering long-term partnerships between the ROOFLINK team and our clients.
- Guide customers through technical stages of implementation, including tool training, business process configuration, and basic systems integrations.
- Escalate challenges, both technical and non-technical, collaborating internally at ROOFLINK to ensure smooth onboarding processes.
Benefits:
- 10 paid holidays
- 20 days of PTO
- Medical, vision, dental, and basic life insurance
- 401(k) 100% matching up to 4% of salary (vesting is immediate)
- Company phone plan covering service for employee and spouse/child
- Fully stocked break room and weekly catered lunches
- Corporate passes
- Women’s group
SalesRabbit is proud to be an equal opportunity employer, and committed to providing employment opportunities regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, childbirth and breastfeeding, age, sexual orientation, military or veteran status, or any other protected classification. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.#INDSR01
