Customer Success Specialist / Customer Onboarding Specialist

Role Description The Customer Success Specialist / Customer Onboarding Specialist is a part-time, remote role focused on guiding new banking and business customers through the onboarding journey. Day-to-day tasks include conducting onboarding calls and product walkthroughs, configuring customer accounts, and ensuring a smooth implementation of Netto’s software. The role involves responding to customer inquiries, troubleshooting basic issues, and sharing best practices to help users maximize value from the platform. This position also supports ongoing customer success by monitoring engagement, gathering feedback, and collaborating with internal teams to improve processes and customer experience.

Qualifications

• Strong customer-facing skills, including Customer Service and Customer Support capabilities.
• Ability to drive Customer Satisfaction through proactive engagement and follow-up.
• Clear and professional Communication skills, both written and verbal.
• Sound Analytical Skills to understand customer needs, interpret data, and identify opportunities for improvement.
• Experience in customer onboarding, account management, or customer success roles is beneficial.
• Comfort working in a remote environment with reliable internet access and effective time management.
• Interest in sustainability, green finance, or building performance technologies is an advantage.
• Relevant education or training in business, finance, environmental studies, or a related field is preferred but not mandatory.