Client Success Onboarding Specialist

What makes Gartner a GREAT fit for you? When you join Gartner, you’ll be part of a fast-growing team that helps the world become smarter and more connected. We’re the leader in our industry, achieving double-digit growth by helping clients make the right decisions with business and technology insights they can’t find anywhere else. Our associates enjoy a collaborative work environment, exceptional training and career development — as well as unlimited growth potential. If you like working with a generous, supportive, high-performing team, Gartner is where you want to be.

Software Advice, a Gartner company, is a trusted resource for software buyers. Our team of Software Advisors provide free consultations to help software buyers identify systems that will best fit their needs. We've grown our client base significantly in the last year, and we're looking for a hard-working, supremely organized Onboarding Specialist to help us set our clients up for success from the beginning. This is a new role within the organization.

What you’ll do:


  • Onboard new clients: When the Business Development team brings on a new vendor, you will set up a 30-45 minute Onboarding Call to ensure they are set up for success.  This will include walking them through the Client Portal, discussing best practices for lead follow-up, and explaining billing processes and refund policy.

  • Get new clients started out on the right foot. You’ll upload their software products to our website and work with the rest of the team to ensure every client enjoys a seamless onboarding experience.

  • Forecast spend & volume : Utilizing our internal tools and historical data you will forecast the potential spend and growth potential for each new client.  

  • Manage CRM integrations: Create, test, troubleshoot and activate integrations from our internal system to a client’s CRM system using a web-to-lead form and internal interface ( Light coding experience is a nice-to-have but not a requirement to fulfill this function - training will be provided).

  • Cross-sell add-on programs: Be consultative and able to recommend our add-on programs with intent and enthusiasm.


What you’ll need:

  • Some experience. You have at least 1-5 years of experience working in a professional setting.

  • A quick-thinking brain . You can quickly grasp complex or foreign topics—especially in business and technology—and then communicate them clearly to others.

  • Organizational skills . You’re comfortable jumping from one project to another and back without letting anything slip through the cracks.

  • An eagle eye for detail. You’re well-versed in proper grammar and spelling and you strive for accuracy in all you do; no mistakes will slip past your keen eye.

  • A passion for efficiency. You can juggle multiple projects at once and use consistent organizational techniques to ensure not a moment is wasted.

  • Unshakeable optimism and energy . You are confident, happy and vibrant, with the kind of charm that makes people fall in love over the phone (not in a weird way).

  • A company-first mentality . You understand what is good for the company and always do the right thing, even when no one on your team is watching.

  • A love for all people . This ain’t your first rodeo. You’ve worked in customer service or sales in the past, so you understand the challenges and the rewards of a client-facing role.  

  • A growth mindset. Gartner Digital Markets prizes a Growth Mindset vs. a fixed point of view.  You see change as an exciting challenge and an opportunity to grow. You aren’t afraid to “fail fast” and learn from it, and you thrive on feedback and radical candor.  


Who you are:

  • An overachiever. You’ll take your career to the next level. We’ll give you the tools and training you’ll need to succeed and continue to grow.

  • A collaborative worker. You’ll work collaboratively among a team of peers who are just as driven by success as you.    

  • A natural communicator. You’re highly adept at speaking to all personalities,  and your verbal and written communication skills are top notch.

  • A little bit of a salesperson. We take a sales-leaning approach to support, so you should feel comfortable asking clients to expand their accounts proactively during Onboarding Calls.


What we offer:

  • A collaborative, positive culture . You’ll work with people who are as enthusiastic, smart and driven as you are. You’ll be managed by the best too.

  • Limitless growth and learning opportunities. We offer the excitement of a fast-paced entrepreneurial workplace and the professional growth opportunities of an established global organization.

  • Outstanding compensation . We offer a competitive salary and generous benefits; including a robust time off allowance and great “perks”.


Job Requisition ID:23708

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Job Requirements:

Job ID 23708


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