Customer Onboarding Specialist

Narrated overview video Streak is a CRM built on Gmail. We’re a remote-first team of 35 people across North America. We’re growing, very profitable, and our customers love us. We’re currently in the ‘goldilocks’ zone with product market fit, real revenue, and a flat internal hierarchy. You’ll have ownership over the customer experience and see your/user feedback implemented quickly. Streak has a strong book of small and medium size business users. We help setup CRM and business systems for teams without dedicated IT support. Often our users are migrating off of a spreadsheet or pen and paper and to a full CRM for the first time. We help new users implement Streak as well as ongoing best practice help via screenshare and email. You will focus on the SMB vertical, owning both new implementations and one off best practice needs for existing users. This role is focused on implementation and best practice help rather than ongoing relationship management. Most of your screenshares will result in the user having their question or need addressed in that one time interaction. As the go to person for a significant segment of our user base, you can expect up to 5 thirty minute screenshares per day. Your strengths 1. Growth-oriented trajectory → you see this role as a launchpad for your career; you will master this area within 12–18 months by consistently leveling yourself up 2. Work ethic → you’re ambitious and hungry. You won’t tire from being on dozens of calls a week, that might have much of the same content day over day. A grinder. 3. Naturally curious & eager to learn→ you excel at asking good questions to learn how different businesses work and what problems Streak needs to solve for our users 4. Like working face to face (screenshare) → energized by spending most of the day working live with other humans via screenshare 5. A way with words → you know how to break down complicated software questions and explain them verbally or in writing 6. Process-oriented → you understand that you’ll be working with many similar users at a similar time in their user journey. When you find a process that works, you think about how to make it more efficient. Needed Skills Must have: • Excellent presentation and verbal skills • An interest in the details of how technology works • Enjoy working in a fast-paced remote-first culture Nice to have: • Have experience teaching or explaining technology to other people • Located in US or Canada Probably not a good fit if: • You don’t enjoy being on camera How we work When we said Streak is in the goldilocks zone, we meant it. Working at Streak means you’ll have resources to accomplish big goals. When you feel ready, you’ll be given responsibility over the SMB accounts. Our team works with individual autonomy and minimal hand holding. You’ll be working on problems that are still at least partially unsolved and require novel approaches. Our team meets twice a week to share learnings and talk through where we are currently stuck. More about Streak Streak frees small and medium sized business users from switching between their email, where all their work actually gets done, and the tools they are forced to use to manage that work (like Salesforce). We recognize that sales, hiring, partnerships, fundraising all happens in your inbox - so we’re building a meta layer on top of email that lets your team push these processes forward. Streak is a growing, but more importantly, profitable company. Because of this we have the best of both worlds - nimble enough to have growth opportunities like a startup. But we're not under the gun to raise a round in 9 months or die, so we can focus on building a foundation and a company that works for the long-term. Join us We hope the detail in this description gave you a good sense of who we are and what we’re working on. Our goal was to make it an efficient use of your time. If you found yourself nodding along while reading, we’d love to hear from you. The interview process is designed to mimc the expected real world working conditions, including asynchronous sections as well as working on real questions we’ve received in support. The first step is to head on over to the below link and hit "Apply": Onboarding Specialist Application Apply tot his job