What is onboarding in CSM?

Onboarding is, after all, the first real experience a customer has working directly with your team, using the platform to its full extent, and understanding how the working relationship will look between your two teams. Your team wants onboarding to go as smoothly as possible, no matter the customer in question.

What is onboarding in software?

The onboarding software includes administrative activities (enrolling in benefits), provisioning activities (assigning office space, user identification and employer property) and orientation (connecting with colleagues and training). Some organizations include employee performance management as part of onboarding.

What is the difference between CSM and onboarding specialist?

CSMs work to build relationships with customers and become trusted advisors. CSMs also carry a target for retention, expansion, and upselling. Customer Onboarding Managers, on the other hand, are focused on the short-term success of the customer in the onboarding phase.

What is the role of an onboarding specialist?

Onboarding specialists also ensure compliance with legal requirements, assist with paperwork and offer practical support such as relocation assistance. Their role is crucial in creating a positive onboarding experience, fostering a sense of belonging and setting the foundation for long-term success within the company.

What is the role of a customer onboarding specialist?

Customer onboarding specialists are masters at increasing product adoption and enabling customers' success through in-depth product understanding. They greet new customers in onboarding calls, often with a CSM present, and offer product tours, assist in setup, and aid in implementation.

What does an onboarding specialist do?

An onboarding specialist is responsible for overseeing that new employees integrate themselves into an organisation. They develop comprehensive programs, conduct orientation sessions and provide support to ensure a smooth transition for the new joiners.

Inicio
Índice de funcionalidades

Craft the perfect job listing with Onboarding Specialist Job Description generator software

Drop document here to upload

Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT

Based on 12500+ reviews

Última actualización el Dec 30, 2025

Document creation is just the beginning

Learn more about security

Create and edit documents with a trusted solution

Try easy-to-use tools for all your document management needs.

Upload your document

pdfFiller scores top ratings on review platforms

What do you like best?
PDFfiller makes my work life so much easier. I use it for all forms needed for credentialing or for our insurance plans. I use it daily.
What do you dislike?
I do not at this time have any dislikes. It has made things so much easier for me I do not see a downside yet.
Recommendations to others considering the product:
I highly recommend this product to anyone looking to save time and make your work life easier.
What problems are you solving with the product? What benefits have you realized?
I am able to fill out forms online that I have had to do by hand in the past. This is a time saver.

User in Medical Practice

'ml;l';,;,''''''''''''''''''kjj'hoinbhilughuiguibiubiun

collin jay s

Working very good Working very good; take some time to learn how to use but after that it's easy to use. Only issue I have is the price! One month =20.00USD!

Mihail Ganea

YOU MAY DO A FINE SERVICE BUT WHEN FILING A GOVERNMENT FORM A CITIZEN SHOULD NOT BE SUBJECTED TO HAVING TO GIVE YOU A CREDIT CARD. WHAT IS THE DIFFERENCE BETWEEN THIS AND RANSOMWARE?

Anonymous Customer

Bruce immediately responded to my… Bruce immediately responded to my concerns, advised me what I needed to do to resolve the issue and followed up to make sure the issue was resolved. I was very pleased with his professionalism, customer service and follow through.

Carolyn Showell

Very easy to use, being an assistant and constantly... Very easy to use, being an assistant and constantly filling out reports for the State, it is nice to have something that works so easily and is consistent in its responses.

Makaila N.

Show more Show less

Watch pdfFiller eSignatures in action

Check out a quick video tutorial that shows how to create and place your signature or send a document for signing.

Related features

List of extra features

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Create and edit documents with a trusted solution

Try easy-to-use tools for all your document management needs.

Upload your document