Onboarding Specialist

Narrated Overview: Onboarding Specialist Role Overview

About Streak

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. In this role, you’ll have ownership over the initial customer experience.

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 offer ongoing best practice help, via screenshare and email.

About the role

You will focus on the SMB vertical, owning new implementations for all small to medium sized accounts. This role is focused on implementation and best practice help rather than ongoing relationship management. Most of your video calls with new customers 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.

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 onboarding of larger and larger accounts with more and more complex needs. 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.