Customer service call scheduler
ADVANCED ENGLISH IS A MUST
Some responsibilities will be:
-Lead live customer onboarding and training sessions via Zoom or Google Meet, understanding workflows and configuring the system in real time.
-Configure and customize Connecteam to meet customer requirements, including scheduling, attendance, PTO, payroll policies, forms, permissions, and roles.
-Build and implement schedules, templates, rules, forms, and policies to support customer operations.
-Import, migrate, and manage employee and scheduling data using Excel/CSV while ensuring data accuracy.
-Perform quality assurance checks, identify setup issues before go-live, and ensure accounts are fully operational.
-Advise customers on best practices to drive successful adoption and long-term platform usage.
-Document configurations, action items, and collaborate with Customer Success and cross-functional teams to ensure seamless handoffs and onboarding success.
What hard skills do we need?
-1+ year of experience in SaaS onboarding, implementation, professional services, technical support, or back-office configuration (required)
-Strong technical aptitude and exceptional attention to detail
-Native or near-native English level with excellent presentation and communication -Confidence working directly with customers (often non-technical frontline managers)
-Ability to break down complex requirements into clear, actionable steps
-Comfortable working US hours (CST/EST time zone)?required for live calls
-Previous experience with SaaS configuration, operations, or back-office support?big plus