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Customer Onboarding Specialist - job 1 of 2

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Fast Facts

Brightwheel is seeking a motivated Customer Onboarding Specialist to facilitate the successful implementation of their platform in childcare centers, requiring strong communication, customer service, and organizational skills.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Responsibilities: Assist customers with product adoption, manage over 100 accounts during onboarding, resolve customer concerns, collaborate across teams, and participate in ongoing training.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Skills: Strong communication and customer service abilities, proficiency in managing multiple accounts, critical thinking, and experience with CRM tools like Salesforce.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Qualifications: 2+ years in customer success or sales, experience in onboarding new customers preferred, excellent prioritization and time management skills, bilingual communication in Spanish is a plus.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Location: Remote (US Only)

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Compensation: $24 - $24 / Hourly



Our Mission and Opportunity

Early education is one of the greatest determinants of childhood outcomes, is a must for working families, and has a lasting social and economic impact. Brightwheel’s vision is to enable high quality early education for every child — by giving teachers meaningfully more time with students each day, engaging parents in the development of their kids, and supporting the small businesses that make up the backbone of the $175 billion early education market. Brightwheel is the most loved technology brand in early education globally, trusted by thousands of educators and millions of families.

Our Team

We are a fully remote team with employees across every time zone in the US. Our team is passionate, talented, and customer-focused. Our exceptional investor group includes Addition, Bessemer Venture Partners, Chan Zuckerberg Initiative, GGV Capital, Lowercase Capital, Emerson Collective, and Mark Cuban. 

We believe that everyone—from our employees to the students, teachers, and administrators we serve— should be given the opportunity to learn and thrive, whatever their background may be. We celebrate diversity in all forms because it allows our team and the communities we serve to reach their full potential and do their best work. From decision making, to how we operate, we ground ourselves in our Leadership Principles every day. 

Who You Are

Brightwheel is seeking a highly motivated individual to play a key role in supporting and training our customers through a successful implementation of brightwheel at their childcare centers. This position necessitates strong communication and customer service skills. Qualified candidates must possess the ability to motivate customers to adopt brightwheel quickly, leverage strong objection-handling skills to address roadblocks, and consistently showcase the value of our platform. This role requires a highly organized individual with strong prioritization skills, capable of effectively managing outreach to customers within a large portfolio.

The ideal candidate will possess a proven track record in navigating a fast-paced environment in customer onboarding, customer success, or sales. Comfort with setting and achieving ambitious goals, managing challenging customer interactions, and providing technical training on various aspects of our product is essential.

Join our dynamic team and contribute to the enhancement of education through innovative solutions and exceptional customer service.

What You'll Do

  • Assist customers in learning and adopting the brightwheel product for their center
  • Own a running portfolio of 100+ accounts throughout the 4-12 week brightwheel customer onboarding process
  • Prioritize accounts upon which to take strategic, timely actions to complete the implementation process
  • Engage effectively with customers and resolve concerns in a professional and persuasive manner, communicating the value proposition of brightwheel and instilling confidence in the positive impact it will have on their operations
  • Use strong critical thinking and troubleshooting abilities to correctly identify, investigate, and resolve customers’ technical or usage issues
  • Serve as the expert on brightwheel’s technology platform for customers and other cross-functional teams
  • Collaborate across teams (e.g. Sales and Support) to ensure a smooth customer experience at all stages of the customer journeyParticipate in ongoing training to develop brightwheel product and onboarding skills

Qualifications, Skills, & Abilities

  • 2+ years of customer success, sales, and/or account management experience
  • A proven track record in onboarding new customers is preferred
  • Familiarity with managing a high-volume workflow, with the ability to prioritize tasks effectively in order to achieve monthly objectives
  • Ability to create urgency and motivate customers to launch a product as soon as possible
  • Comfort with addressing customer objections, diving deep to uncover roadblocks, and creating a path forward
  • Excellent collaboration across internal stakeholders to help resolve customer concerns
  • Strong prioritization and time management skills, with the ability to handle time-sensitive and detail-oriented tasks efficiently to consistently meet deadlines
  • Exceptional phone and written English communication skills. Bilingual written and verbal communication ability (specifically Spanish) is a plus
  • Exceptional attention to detail, ensuring all client interactions are handled meticulously
  • Patience and empathy while teaching customers and handling tricky customer situations
  • Comfort with ambiguity, change, and a fast-paced environment that will evolve rapidly
  • Proficient in utilizing remote communication technologies, including Slack, Google Suite, and Zoom
  • Proficient in utilizing CRM tools, with a preference for experience with Salesforce software

$24.04 - $24.04 an hour

Brightwheel is committed to internal pay equity and offers a competitive compensation package, including base salary, equity, and benefits. Our benefits package includes premium medical, dental, and vision benefits, generous paid parental leave, a paid time off policy, a monthly wellness and productivity stipend, and a Learning & Development stipend.

For cash compensation, brightwheel sets standard ranges for all roles based on function, level, and geographic location, benchmarked against similar-stage growth companies.

In addition to equity, our annual cash compensation for this role in all US-based locations is an overall on-target earnings of $62,000. This includes a base level of compensation at an hourly rate of $24.04 (which comes to $50,000/year) with an additional uncapped variable of $12,000 based on performance.

Brightwheel is committed to creating a diverse and inclusive work environment and is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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CEO of Brightwheel
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Dave Vasen
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Average salary estimate

$56000 / YEARLY (est.)
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$50000K
$62000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Onboarding Specialist, Brightwheel

Brightwheel, a leader in early education technology, is on the lookout for an enthusiastic Customer Onboarding Specialist to join our remote team. In this role, you’ll be at the forefront of supporting childcare centers as they adopt our innovative platform. Imagine the satisfaction of knowing you played a key role in enhancing early education experiences! Your day-to-day will involve managing a portfolio of over 100 accounts, guiding customers through the onboarding process over a 4-12 week period. Strong communication and customer service skills will be your best friends as you troubleshoot concerns and help clients navigate any obstacles. You’ll collaborate with teams across the company to ensure a seamless implementation experience while continually engaging in training to refine your skills. If you have at least two years of experience in customer success or sales, possess the ability to prioritize multiple tasks, and resonate with our mission of facilitating high-quality education for every child, we want to hear from you! Join us at Brightwheel, where your impact is tangible, and your efforts contribute to a significant shift in the early education landscape.

Frequently Asked Questions (FAQs) for Customer Onboarding Specialist Role at Brightwheel
What are the main responsibilities of a Customer Onboarding Specialist at Brightwheel?

As a Customer Onboarding Specialist at Brightwheel, your primary responsibilities will include helping customers learn and effectively adopt the Brightwheel platform, managing a running portfolio of 100+ accounts, and engaging with customers to promptly resolve any concerns they may encounter during the onboarding process.

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What qualifications are necessary for the Customer Onboarding Specialist role at Brightwheel?

To be considered for the Customer Onboarding Specialist role at Brightwheel, candidates should have 2+ years of experience in customer success, sales, or account management, alongside a proven track record in onboarding new customers. Excellent communication skills and the ability to manage multiple accounts simultaneously are also essential.

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How does Brightwheel support its Customer Onboarding Specialists in their role?

Brightwheel ensures its Customer Onboarding Specialists have access to ongoing training and resources that help develop their product knowledge and onboarding skills. Collaboration with other teams within the company also facilitates a smooth customer experience throughout the customer journey.

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Is bilingual communication a plus for the Customer Onboarding Specialist position at Brightwheel?

Yes! While not mandatory, bilingual communication skills, particularly in Spanish, are considered a plus for the Customer Onboarding Specialist role at Brightwheel, as it can enhance the support offered to a diverse set of customers.

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What kind of company culture can one expect working as a Customer Onboarding Specialist at Brightwheel?

Brightwheel fosters a fully remote, inclusive, and diverse culture, where every team member is passionate about the mission of enhancing early education. Collaboration and support across teams and a strong focus on customer-centric service are emphasized.

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Common Interview Questions for Customer Onboarding Specialist
Can you describe your experience with onboarding new customers?

In your answer, share specific examples of past experiences where you successfully onboarded customers. Highlight the strategies you employed to resolve issues and ensure a smooth transition, showcasing your communication skills.

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How do you prioritize tasks when managing multiple accounts?

Discuss your approach to task prioritization, emphasizing strategies like deadlines, customer urgency, and overall impact on the onboarding process. Provide a clear example demonstrating successful prioritization in a previous role.

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What techniques do you use to motivate customers to adopt new technology?

Share any specific techniques or tools you have used in the past, like presenting the product's value, addressing concerns proactively, and providing support throughout the onboarding process. Real-world examples can really illustrate your answer.

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How do you handle difficult customer interactions?

Detail your approach to managing challenging conversations with customers. Stress the importance of empathy, active listening, and finding common ground while aiming at a resolution that satisfies both parties.

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What is your experience with customer relationship management (CRM) tools?

Mention specific CRM tools you're familiar with, such as Salesforce, and provide examples of how you've utilized these tools to manage customer interactions and data efficiently in your previous roles.

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How do you measure the success of your onboarding process?

Discuss the key performance indicators you consider relevant for measuring success, like customer satisfaction scores, feedback collected during onboarding, or the time taken to achieve full product adoption.

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Can you tell us about a time you overcame a significant challenge during onboarding?

Provide a specific scenario that highlights your problem-solving skills. Describe the challenge, how you tackled it, and the positive outcome that resulted from your efforts.

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Why do you want to work at Brightwheel?

Reflect on your alignment with Brightwheel’s mission and values. Mention your passion for early education technology and how you believe you can contribute to making an impact in this space.

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How do you keep up to date with new products and technologies in your field?

Share the resources you utilize, such as industry blogs, networking with peers, attending webinars, or ongoing training opportunities, to stay updated in the rapidly evolving tech landscape.

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What is your approach to collaborating with internal teams to support customers?

Emphasize the importance of open communication and team collaboration, providing examples of how you've worked with sales, support, or product teams in previous roles to enhance the customer experience.

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Brightwheel is the leading platform for early education that combines SaaS, Payments, and a consumer-like daily experience.

139 jobs
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BADGES
Badge ChangemakerBadge Future Maker
CULTURE VALUES
Inclusive & Diverse
Empathetic
Mission Driven
Customer-Centric
Growth & Learning
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time-Off
Mental Health Resources
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Full-time, remote
DATE POSTED
April 4, 2025

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