Customer Success Onboarding Specialist


We are seeking a highly motivated Technical Support Onboarding specialist to join our growing support team! This position requires a proactive person that is willing to put in additional time to better understand the dynamics of the industry and how its constant evolution creates an ever-changing landscape. Customer Success Onboarding Specialists assist with the implementation process that occurs after a sale is closed, ensuring accounts are set up, installed, and trained and then transferred to the next department for services. Successful candidates will stay up to date on regulation changes, compliance requirements specific to each state marketplace, and processing & packaging that information to be deliverable to other team members, accounts, or potentially new projects.


  • Consulting with customers regarding the onboarding process
  • Providing in-person or remote support on best practices (e.g. how to access software, training database access, logging in tips)
  • Installing, testing and configuring new servers, workstations, peripheral equipment and software
  • Utilize ticketing system and tasks to monitor, escalate, and assist with customer issues
  • Assist with custom requests such as production support and development projects
  • Collaborate with team members and industry experts to resolve complex problems


  • Associates Degree with two years equivalent related experience preferred
  • 2 years of experience in similar field
  • Must be able to multitask, handle high volume workloads and work well under pressure
  • Skills with data entry, progress notes, and Office Suite (Excel, Word, Outlook)
  • Skills with data research and analysis, must be able to search for information, process, and then relay to other team members
  • Customer service skills, dispute resolution, and the ability to develop relationships quickly with accounts
  • Must be able to speak clearly, be pleasant, and exude confidence over the phone
  • Must be able to help direct accounts in business decisions and understand reasoning why, provide support documents and make recommendations
  • Ability to keep track of workload, tasks, and timeline
  • Ability to develop and improve business process as the department expands
  • Ability to coordinate with sales and technical support about potential issues, new market compliance
  • Software background a plus
  • Hardware background a plus
  • Salesforce experience a plus
  • Event planning / office scheduling experience a plus
  • Case Management experience a plus
  • Bilingual in English/Spanish is a plus

Forian Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Categories: Technical Support
Job Types: Full Time
Job Locations: Fort Lauderdale

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