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Customer Onboarding amd Success Specialist
Geotab
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About this role
Who we are:
Geotab ® is a global leader in IoT and connected transportation and certified “Great Place to Work™.” 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. Join us for a fulfilling career with opportunities to innovate, great 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:
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Customer Onboarding & Success Specialist who will be responsible for ensuring the satisfaction and long-term success of a portfolio of customers, serving as their primary point of contact while driving loyalty, engagement, and revenue growth. If you love building lasting customer relationships, thrive in a fast-paced environment, and are keen to join an industry leader — we would love to hear from you!
What you'll do:
As a Customer Onboarding & Success Specialist, your key area of responsibility will be managing a dedicated portfolio of customers, guiding them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem. You will assess each customer's unique operational needs and deliver tailored onboarding plans, MyGeotab technical training, and ongoing support to drive product engagement and device activations. You will also be responsible for maintaining detailed records of customer interactions in Salesforce, monitoring customer health to identify improvement opportunities, and processing inbound Add-On order requests. You will need to work closely with Partner Account Managers, leadership, and cross-functional internal teams to escalate complex issues, communicate customer feedback, and drive continuous program improvements.
To be successful in this role, you will be a skilled relationship-builder with a customer-centric mindset and a passion for solving complex problems. In addition, the successful candidate will have excellent communication skills, strong organizational and time management abilities, and the adaptability to navigate diverse customer personalities and situations with composure and professionalism.
How you'll make an impact:
• Assess and understand each customer's unique operational needs, goals, and objectives to provide tailored solutions
• Guide customers through the initial setup and adoption process, aiming to foster long-term satisfaction and product engagement
• Maintain regular communication with customers to ensure smooth implementation and resolve any technical or operational issues
• Optimize the use of Geotab's telematics products, portals, dashboards, and reports to accelerate device activations
• Monitor customer health and identify improvement, engagement opportunities, and potential risks
• Recognize and act on opportunities to upsell or cross-sell products or services based on customer needs
• Process inbound Add-On order requests from existing customers, providing clear guidance and support throughout the ordering process
• Communicate customer feedback and insights to internal teams to drive program direction and continuous improvements
What you'll bring to the role:
• Equivalent combination of education and/or work experience in a related field
• 1-3 years of experience in customer-facing roles such as customer support, customer success, or sales
• Proficiency with Salesforce or similar CRM platforms for managing customer records and interactions
• Demonstrated ability to build and maintain strong, trusted relationships with customers at all levels
• Strong verbal and written communication skills with the ability to explain technical concepts clearly
• Excellent organizational and time management skills, with the ability to manage multiple accounts simultaneously
If you got this far, we hope you're feeling excited about this role! Even if you don't feel you meet every single requirement, we still encourage you to apply.
Please note: Geotab does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to Geotab employees.
Why job seekers choose Geotab:
Flex working arrangements Home office reimbursement program Baby bonus & parental leave top up program Online learning and networking opportunities Electric vehicle purchase incentive program Competitive medical and dental benefits Retirement savings program
*The above are offered to full-time permanent employees only
How we work:
At Geotab, we have adopted a flexible hybrid working model in that we have systems, functions, programs and policies in place to support both in-person and virtual work. However, you are welcomed and encouraged to come into our beautiful, safe, clean offices as often as you like. When working from home, you are required to have a reliable internet con
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