Customer Onboarding Specialist


Date listed

2 months ago



Keywords: remote


  • 🏖️ Paid Time Off 
  • 🕘 Flexible Hours 
  • 💰 Competitive Salary 
  • 💡 2+ Years of Experience 
  • 🗺 Anywhere in the United States 
  • 💸 Receive a $350 Referral Bonus

*Get Paid: If you recommend this job to the person that gets hired, we will give you a $350 referral bonus! How will we contact you about giving you your bonus? Tell your referral to list your name and/or email in the “How did you hear about this job?” question. Once they’re hired, we’ll make sure you get paid.

About Us

SegMetrics is a bootstrapped marketing analytics platform that’s focused on making marketing optimization a snap for digital marketers — now with 85% less pivot tables.

We’re passionate about enabling digital marketers to better understand their leads, and more easily optimize their marketing funnels. We believe that marketers should have the best tools at their fingertips, and not need a degree in advanced statistics to make actionable marketing decisions.

We’re looking for someone with a background in both sales and marketing to work with our customers as a member of our customer success and onboarding team. This is a full-time, remote position with a flexible schedule during main US business hours.

About the Role

We’re looking for a dedicated and personable Customer Onboarding Specialist who is responsible for working with new SegMetrics customers to help them get to set their accounts configured correctly and walk them through how best to use SegMetrics for their business’s marketing.

To be successful in this role, you should have a good knack for developing rapport with customers, be up to date on the latest challenges that digital marketers are facing, enjoy getting on multiple calls a day with customers, and can manage your own contact pipeline and followup.

In this role you will be expected to partner with agencies and promoters all over the world, creating win-win solutions for both SegMetrics and their business.

So, what will you do at SegMetrics?

  • Meet with new customers to help them get set up with SegMetrics, install any tracking pixels (by following our SOPs), and teach them how to use the software to best represent their business’s marketing.
  • Provide high-touch support with our VIP customers to build out dashboards and provide light training on the software.
  • Give demonstrations of the product to potential customers, and people interested in SegMetrics.
  • Develop resources for improving the onboarding experience, including presentations, documentation, strategy guides, and more.

This might be for you if…

  • You have 2+ years of experience in sales or customer onboarding
  • You have experience in the digital marketing or MarTech space
  • Excellent leadership, communication, interpersonal, and customer service skills.
We’re looking for someone who is able to think strategically, is process-oriented, and can use those skills to build and nurture relationships over time. Organization and creative thinking are key parts of the job.

The confidence gap exists. The above list is intended to show the kinds of experience and qualities we’re looking for. If you’re reading this, do not match all of the requirements, and are hesitant to apply, we encourage you to make an application despite your hesitations

You probably aren’t the one we’re looking for if:

  • You haven’t worked in the marketing field in the past
  • You’re not outgoing and don’t enjoy being on demo and onboarding calls
  • You don’t work well with project managers or deadlines
  • You aren’t responsive through asynchronous communication channels like Slack
  • You are anti-marketing / feel that pixel tracking is an abomination for the web
    (We don’t disagree, but it helps to not hold our customers in contempt)


  • Full Remote Work
  • Competitive salary
  • Paid Time Off

How We Work at SegMetrics

We strive to make working at SegMetrics a unique experience where you can learn and grow in a fast-growing company. We have a team full of truly exceptional people who are fun to work with, and at the top of their game. Here’s how we operate:

Responsibility and Empowerment

At SegMetrics, we appreciate, respect, and trust the expertise and judgment of our developers. We try our best to empower them to do what they think is right.

We also work collaboratively. We continuously seek the right amount of structure and unity necessary to maximize productivity. Where it makes sense, we designate someone to make a call.

Even though our developers are right a lot, it’s okay to make mistakes here. Exploration and calculated risks are vital to velocity and growth. We freely admit when we’re wrong. If something doesn’t go as expected, we learn, bounce back, and make corrections.

You won’t be alone; others will be there to help, review, reassure, and back you up. We own our processes and collective outcomes as a team.

Work with Top-Tier People

We’re a tight-knit team and are all passionate about the product and company mission. We work with some of the top digital marketers in the industry, and as a Customer Onboarding Specialist, you’ll be able to show how SegMetrics can improve their marketing, and make a real impact on these massive businesses.

Live Where You Want

We’re a distributed team, so you can live and work wherever you want, as long as it’s somewhere in that overlaps with US timezones, and you’re able to travel to conferences and client meetings if necessary. Proximity doesn’t influence productivity. Just make sure you have a reliable internet connection.

Opportunities for Growth

We are quickly growing, both as a company and as a team. We’re especially looking to focus on Customer Success over the next 12 months, and grow the team to work more closely with our customers. As the team grows, we’re looking for people to build out strategies and manage our growing customer base.

No Crazy Hours

We want everyone to have a full life outside of SegMetrics. We seldom work more than 40 hours per week. There have been rare occasions where things got a little crazy, and people logged some extra hours. But then they took additional time off to balance it all out. We work hard and smart, but we’re in this for the long haul; there’s no need to go crazy on the hours. We focus on what we get done, not how long you can sit in a chair.

SegMetrics asks respectfully to only apply through the application form and do not email/apply directly to SegMetrics. Any applications sent directly to SegMetrics will not be considered. Recruiters and Agencies please do not contact SegMetrics directly.

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