1h ago

CRM Onboarding Specialist

United States
RemoteIT infrastructure and security management

Description

In this role, you will lead MSP clients through onboarding for the MSP Success PRO offering, including website/SEO and CRM packages. You'll conduct live virtual sessions, guide setup and configuration, and drive adoption with a high-touch, outcome-driven approach.

Responsibilities

  • Lead live virtual onboarding sessions for MSP clients
  • Guide clients through setup, configuration, and launch steps
  • Drive product adoption and client success with a high-touch approach
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