Customer Success Onboarding Specialist

Customer Success Onboarding Specialist (12 Month Contract)

Lisbon, Portugal

Who we are

Geotab is a global leader in IoT and connected transportation, dedicated to helping businesses grow and succeed, and increasing the safety and sustainability of our communities.

We advance security, connect commercial vehicles to the Internet, and provide web-based analytics to help customers better manage their fleets. Our open platform and marketplace offer hundreds of third-party solutions, allowing businesses to automate operations by integrating vehicle data with other data assets. By processing billions of data points daily, we use data analytics and machine learning to improve productivity, optimize fleets, enhance driver safety, and achieve strong compliance.

Who you are

The Customer Success Onboarding Specialist is a full-time individual contributor in our SMB Customer Success organization. This role focuses on delivering exceptional onboarding experiences that drive rapid customer adoption and early value realization.

What you'll do

• Support a portfolio of SMB customers during their first 60 days, ensuring successful implementation and early wins.
• Facilitate onboarding and implementation for new and migrating SMB customers.
• Conduct onboarding calls, implementation sessions, and training workshops to guide customers through setup, configuration and initial use cases.
• Document customer objectives and use cases; create success criteria and onboarding plans with senior CSMs.
• Build strong relationships with customer contacts during onboarding.
• Monitor onboarding progress and customer health, identify risks and escalations.
• Proactively reach out to customers to ensure active usage, troubleshoot issues and guide next steps.
• Respond to customer questions and requests, coordinating with Support, Product and senior CSMs.
• Track and report on onboarding metrics such as time-to-first-value, training completion, product adoption and early health scores.
• Maintain accurate records in CRM and CS platforms.
• Provide customer feedback to internal teams to improve onboarding materials and product experience.
• Support development of onboarding playbooks, templates and self-service resources.
• Collaborate with broader Customer Success team for handoffs from Sales and handover to ongoing account management.
• Assist with customer communications, educational content creation and scaled onboarding initiatives.

What you bring to the role

• Exceptional verbal and written fluency in English and Portuguese.
• Bachelor's degree or equivalent practical experience in a customer-facing role.
• 1-2 years of experience in Customer Success, onboarding, customer support, training or a related role (preferred).
• Familiarity with B2B SaaS, IoT or technology products is a plus.
• Strong communication, listening and presentation skills to explain technical concepts to non-technical audiences.
• Customer-centric attitude and passion for positive experiences.
• Ability to follow structured processes while adapting to individual customer needs.
• Comfort learning new software platforms and teaching others.
• Basic analytical skills for tracking progress, spotting issues and reporting metrics.
• Experience with CRM or ticketing tools such as Salesforce, Salesloft or Gainsight (plus).
• Organized, detail-oriented with good documentation habits.
• Strong organizational and time-management skills to manage multiple onboarding engagements simultaneously.
• Proactive, self-motivated, can-do attitude and willingness to take initiative.
• Team player collaborating across functions and geographies.
• Comfortable in a fast-paced, dynamic environment with changing priorities.
• Growth mindset, eagerness to learn, openness to feedback and continuous improvement.
• Knowledge of AI and its use in customer experience.

We want to welcome you

• We do not accept agency resumes or unpaid applications.
• We encourage all qualified candidates, provide reasonable accommodation for individuals with disabilities, and are committed to diversity and inclusion.

EEO Statement

Geotab encourages applications from all qualified individuals. We are committed to accommodating people with disabilities during the recruitment and assessment processes and when they are hired. We will ensure accessibility needs are taken into account in all employee processes. For more information about our diversity and inclusion, please contact careers@geotab.com. By submitting a job application to Geotab Inc. you acknowledge Geotab’s collection, use and disclosure of your personal data in accordance with our Privacy Policy.