Onboarding Consultant
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What you'll do
- Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform.
- Collaborate with CSMs and Sales to understand customer goals and design onboarding plans tailored to their needs.
- Provide hands-on support during platform setup, configuration, and initial training.
- Act as the primary point of contact for customers during onboarding, addressing inquiries and resolving issues promptly.
- Provide recommendations on how best to integrate our products and platform into a customer’s technical environment based on their security protocols
- Provide best practices on how to manage and maintain the platform so customers can move quickly and efficiently into the adoption phase
- Ensure proper handoff between Sales and Customer Success teams providing a seamless onboarding experience for customers
- Coordinate with Product, Engineering and Customer Support on product questions and feedback that arise as part of the onboarding process
- Document all onboarding steps and milestones, all system configuration updates and the final customer solution deployed into production
What they're looking for
- Bachelor’s degree or equivalent education preferred
- Familiarity with standard concepts, practices and procedures within the IT Security Field and AI/SaaS technology space
- 2 years experience in Customer Implementation, Customer Onboarding, Customer Support, Technical Consulting, Business Analyst or related roles and experience
- Experience with Salesforce or other CRM
- Experience with a Services PSA solution and/or time tracking
- Experience with Microsoft Excel and Word
- Experience with Gmail and Google Docs
- Experience with web browsers (Chrome, Internet Explorer, etc.)
- Strong verbal and written communications
- Excellent time management and organization skills
- Superior customer service skills
- Strong collaborative and team work skills
Nice to have
- AI/Saas application, Cybersecurity and IT experience is plus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The KnowBe4 Platform provides attack simulation and training, collaboration security, and agent security powered by AIDA (Artificial Intelligence Defense Agents) and a proprietary Risk Score. The platform leverages 15-years of behavioral data to combat advanced threats including social engineering, prompt injection, and shadow AI. By securing humans and agents, KnowBe4 leads the industry in workforce trust and defense.
Brazil positions open to candidates located in São Paulo.
Please submit your resume in English.
To learn more about our team and office culture in São Paulo, Brazil, visit the following links.
Careers Page: https://www.knowbe4.com/careers/locations/sao-paulo
Glassdoor: https://www.glassdoor.com/Location/KnowBe4-S%C3%A3o-Paulo-Location-EI_IE969384.0,7_IL[…]M_-C1lsxoZq7Cx8IriVE8MkrzuTmnJzqego77RAWZz9sqGt_55BflwYKpQeg
LinkedIn: https://www.linkedin.com/company/knowbe4/life/brazil/
The Onboarding Consultant is a key member of the KnowBe4 Global Customer Services team, responsible for ensuring a seamless and successful onboarding experience for KnowBe4 customers across its portfolio of products (Security Awareness, Cloud Email Security, Risk Management) . The Onboarding Consultant will work closely with customers as well as key internal stakeholders including Sales, Customer Success Managers (CSMs), Customer Support, Product and Engineering to guide clients through the onboarding process, providing best practices on product setup, configuration and activation, product capability and feature review, and advice and guidance in deploying an initial high value use case into production.
Responsibilities:
- Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform.
- Collaborate with CSMs and Sales to understand customer goals and design onboarding plans tailored to their needs.
- Provide hands-on support during platform setup, configuration, and initial training.
- Act as the primary point of contact for customers during onboarding, addressing inquiries and resolving issues promptly.
- Provide recommendations on how best to integrate our products and platform into a customer’s technical environment based on their security protocols
- Provide best practices on how to manage and maintain the platform so customers can move quickly and efficiently into the adoption phase
- Ensure proper handoff between Sales and Customer Success teams providing a seamless onboarding experience for customers
- Coordinate with Product, Engineering and Customer Support on product questions and feedback that arise as part of the onboarding process
- Document all onboarding steps and milestones, all system configuration updates and the final customer solution deployed into production
Minimum Qualifications:
- Bachelor’s degree or equivalent education preferred
- Familiarity with standard concepts, practices and procedures within the IT Security Field and AI/SaaS technology space
- 2 years experience in Customer Implementation, Customer Onboarding, Customer
- Support, Technical Consulting, Business Analyst or related roles and experience
- Experience with Salesforce or other CRM
- Experience with a Services PSA solution and/or time tracking
- Experience with Microsoft Excel and Word
- Experience with Gmail and Google Docs
- Experience with web browsers (Chrome, Internet Explorer, etc.)
- AI/Saas application, Cybersecurity and IT experience is plus
- Strong verbal and written communications
- Excellent time management and organization skills
- Superior customer service skills
- Strong collaborative and team work skills
- Ability to learn new technical concepts and understanding of the KnowBe4 platform
- Ability to learn and cross train as new product and platform innovation occurs
- Ability to build rapport with customers via phone, email and video conferencing
- Ability to work with minimal supervision
Our Fantastic Benefits
Note: An applicant assessment and background check may be part of your hiring procedure.
Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.
No recruitment agencies, please.
Company
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