Onboarding Specialist
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AI Summary
Lead churches through the onboarding and adoption of Tithely products via webinars, 1:1 video calls, and digital communication. Drive customer retention and successful product launches while managing accounts through tools like HubSpot and Zendesk.
Onboarding Specialist
Department: Customer Experience
Employment Type: Full Time
Location: Remote - USA
Compensation: $24.00 - $26.00 / hour
Description
As an Onboarding Specialist, you will lead churches of all sizes through onboarding and early adoption of Tithely. This includes hosting webinars, conducting 1:1 video calls, and supporting customers via email and chat. You’ll empower churches to fully adopt the platform, driving meaningful outcomes and building strong relationships that lead to long-term success and customer advocacy.
Primary Responsibilities of the Role
- Lead churches through a successful launch across Tithely products including Giving, Apps, ChMS, Sites, and add-ons.
- Provide high-touch, time-bound 1:1 onboarding and care for assigned accounts.
- Deliver a high-quality onboarding experience through 1:1 video meetings, phone calls, email and inbox communication, webinars, and additional onboarding activities as needed.
- Drive retention efforts by proactively engaging customers who are at risk of cancellation.
- Position and sell Premium Onboarding for customers who want continued, guided onboarding assistance.
- Coordinate smooth handoffs to long-term or lifetime care services for high-value customers.
- Drive successful launches as a core KPI and consistently meet or exceed Scorecard metrics.
- Track and manage onboarding accounts efficiently using tools such as HubSpot, Zendesk, and ChurnZero.
Qualifications
A Successful Candidate Will:
- Communicate Effectively by attentively listening to others and adjusting to fit your audience.
- Be Action Oriented as the Tithely expert, showing customers the way to succeed, while actively listening and proposing the customers solutions.
- Drive results with a strong bottom-line orientation towards getting churches onboarded.
- Has Interpersonal Savvy therefore, relating openly and comfortably with diverse groups of people.
- Be a Nimble Learner who learns quickly when facing new situations.
- Be Tech Savvy by readily learning and adopting new technologies.
Required Technical Qualifications:
- Experience in a customer-facing role
- Experience leading live customer interactions via video, phone, or chat.
Preferred Technical Qualifications:
- Customer Success experience in a remote, SaaS environment.
- Experience with church management systems (ChMS), giving platforms, or related technology.
- Experience supporting retention or upselling premium services.
- Experience hosting webinars or group trainings.
Office Requirements:
- We are a fully distributed team (100% remote) with travel sometimes required 1-2 times per year.
- A stable work environment with designated workspace and access to high-speed internet.
- US-based and legally able to work full time in the US. Sponsorships are not available at this time.
- Tithely is currently able to employ in the following states: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
- This role requires working Monday through Friday, 8:30 a.m. to 5:00 p.m. in Pacific Time.
Additional Information
Health insurance, dental, vision for your family, 401K, paid time off, sick leave, parental leave, and more. We believe taking care of our team is important and want to be sure you have what you need.
Tithely is an Equal Opportunity Employer
Yourgiving, Inc. DBA Tithe.ly (herein, “the Company”) is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race (including hairstyles), color, alienage or national origin, ancestry, citizenship status, sex, gender, gender identity, pregnancy, childbirth or related medical condition, religious creed, physical disability or handicap, mental disability or handicap, age, medical condition (cancer), marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
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