Customer Success Onboarding Specialist (12 Month Contract)

Who We Are

” We are a company of diverse and talented individuals who work together to help businesses grow and succeed, and increase the safety and sustainability of our communities. Geotab is advancing security, connecting commercial vehicles to the internet and providing web-based analytics to help customers better manage their fleets. Geotab’s open platform and Geotab Marketplace ®, offering hundreds of third-party solution options, allows both small and large businesses to automate operations by integrating vehicle data with their other data assets.

Processing billions of data points a day, Geotab leverages data analytics and machine learning to improve productivity, optimize fleets through the reduction of fuel consumption, enhance driver safety and achieve strong compliance to regulatory changes. Our team is growing and we’re looking for people who follow their passion, think differently and want to make an impact. Ours is a fast paced, ever changing environment.

Geotabbers accept that challenge and are willing to take on new tasks and activities - ones that may not always be described in the initial job description.

Benefits

, and our fun and inclusive work culture. Reach your full potential with Geotab. To see what it’s like to be a Geotabber, check out our blog and follow us @InsideGeotab on Instagram .

Who You Are

: The Customer Success Onboarding Specialist is a full-time individual contributor role within our SMB Customer Success organization. This role is focused on delivering exceptional onboarding experiences that drive rapid customer adoption and early value realization. If you love technology, and are keen to join an industry leader — we would love to hear from you!

What You'Ll Do

: In this role, you will support a portfolio of SMB customers during their critical first 60 days, ensuring they successfully implement our solution, achieve early wins, and build a foundation for long-term success. This role is ideal for someone who is passionate about helping customers get started, enjoys teaching and enablement, and wants to build a career in Customer Success. How you'll make an impact: Facilitate onboarding and implementation for new and migrating SMB customers, delivering back product training, best-practice guidance, and hands-on support to accelerate time-to-value and platform proficiency.

Conduct onboarding calls, implementation sessions, and training workshops to guide customers through setup, configuration, and initial use cases. Document customer objectives and use cases during onboarding, creating clear success criteria and onboarding plans in collaboration with senior CSMs who will take the customers after their onboarding is completed. Build strong relationships with customer contacts during the onboarding phase, establishing trust and setting the foundation for ongoing engagement.

Monitor onboarding progress and customer health during the first 60 days, identifying risks or delays and escalating to senior team members when needed. Proactively reach out to customers to ensure they are actively using the platform, troubleshoot common issues, and provide guidance on next steps. Respond to customer questions and requests during onboarding, coordinating with Support, Product, and senior CSMs to resolve issues quickly.

, time-to-first-value, training completion, product adoption, early health scores). Maintain accurate records of onboarding activities, customer interactions, and progress updates in CRM and CS platforms. Contribute customer feedback and common onboarding challenges to internal teams to improve onboarding materials, processes, and product experience.

Support the development of onboarding playbooks, templates, and self-service resources based on frontline learnings.