About this Customer Onboarding and Success Specialist role at Geotab
Who we are:
Who you are:
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Customer Onboarding & Success Specialist who will be responsible for ensuring the satisfaction and long-term success of a portfolio of customers, serving as their primary point of contact while driving loyalty, engagement, and revenue growth. If you love building lasting customer relationships, thrive in a fast-paced environment, and are keen to join an industry leader — we would love to hear from you!
What you'll do:
As a Customer Onboarding & Success Specialist, your key area of responsibility will be managing a dedicated portfolio of customers, guiding them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem. You will assess each customer's unique operational needs and deliver tailored onboarding plans, MyGeotab technical training, and ongoing support to drive product engagement and device activations. You will also be responsible for maintaining detailed records of customer interactions in Salesforce, monitoring customer health to identify improvement opportunities, and processing inbound Add-On order requests. You will need to work closely with Partner Account Managers, leadership, and cross-functional internal teams to escalate complex issues, communicate customer feedback, and drive continuous program improvements.
To be successful in this role, you will be a skilled relationship-builder with a customer-centric mindset and a passion for solving complex problems. In addition, the successful candidate will have excellent communication skills, strong organizational and time management abilities, and the adaptability to navigate diverse customer personalities and situations with composure and professionalism.
How you'll make an impact:
-
Assess and understand each customer's unique operational needs, goals, and objectives to provide tailored solutions
-
Guide customers through the initial setup and adoption process, aiming to foster long-term satisfaction and product engagement
-
Maintain regular communication with customers to ensure smooth implementation and resolve any technical or operational issues
-
Optimize the use of Geotab's telematics products, portals, dashboards, and reports to accelerate device activations
-
Monitor customer health and identify improvement, engagement opportunities, and potential risks
-
Recognize and act on opportunities to upsell or cross-sell products or services based on customer needs
-
Process inbound Add-On order requests from existing customers, providing clear guidance and support throughout the ordering process
-
Communicate customer feedback and insights to internal teams to drive program direction and continuous improvements
What you'll bring to the role:
-
Equivalent combination of education and/or work experience in a related field
-
1-3 years of experience in customer-facing roles such as customer support, customer success, or sales
-
Proficiency with Salesforce or similar CRM platforms for managing customer records and interactions
-
Demonstrated ability to build and maintain strong, trusted relationships with customers at all levels
-
Strong verbal and written communication skills with the ability to explain technical concepts clearly
-
Excellent organizational and time management skills, with the ability to manage multiple accounts simultaneously
Why job seekers choose Geotab:
Flex working arrangements
Home office reimbursement program
Baby bonus & parental leave top up program
Online learning and networking opportunities
Electric vehicle purchase incentive program
Competitive medical and dental benefits
Retirement savings program
*The above are offered to full-time permanent employees only
How we work:
The annual base salary for this position is the expected annual salary for this role, and may be subject to change. Geotab offers various perks and benefits and other compensation components that an individual may be eligible for. The actual base salary for this position depends on a variety of factors such as but not limited to skills, qualifications, education and overall experience, including the location the applicant lives while performing the job. This also includes equity with other team members and alignment with local market data. All offers of employment are contingent upon proof of eligibility to work and the individual's ability to pass a background check.
