New Customer Onboarding Specialist

The Customer Onboarding Specialist is responsible for guiding new Insightly customers through a structured onboarding experience that helps them realize value from the platform quickly and efficiently. As the customer’s primary point of contact during onboarding, you’ll educate, train, and support users as they set up Insightly to meet their business goals. You’ll work across a variety of customer types and use cases, delivering a high-quality experience through 1:1 sessions and email support. You'll learn each customer’s goals and support them in configuring Insightly to meet their specific needs, and help them accelerate Time to Value (TTV) with the platform. You will deliver technical guidance for complex implementations and stay organized with project management best practices. Ensure customers complete key onboarding milestones and begin actively using the product. Monitor customer activation and proactively follow up to prevent disengagement or dormancy.