Meredith F. Ashby
Customer Onboarding Specialist, Workforce software
Boise, ID · (208) 555 0194 · name@example.com · linkedin.com/in/meredithfashby
Key Qualifications
EXPERIENCE
Six years in customer onboarding and software implementation
INDUSTRIES
Workforce software, payment processing, staffing
SPECIALTIES
Kickoff planning, data migration, activation milestones, adoption reviews
SYSTEMS
Salesforce Service Cloud, Gainsight, Zendesk, Intercom, Jira
CREDENTIALS
Gainsight Certified Associate, Certified Associate in Project Management
EDUCATION
Bachelor of Science in business administration, Boise State University
Executive Summary
Onboarding specialist with six years launching mid market customers on workforce software. Runs twenty five to thirty implementations at a time, from kickoff through the first payroll cycle, and measures herself on time to first value rather than on tasks closed. Known for catching data problems in week one.
Signature Achievements
- Cut average time to first value from fifty two days to thirty one across a portfolio of twenty eight accounts.
- Launched ninety four percent of assigned customers on the agreed go live date over two years.
- Raised ninety day product adoption from sixty one percent to seventy eight percent of purchased seats.
- Held onboarding satisfaction at four point seven out of five across one hundred sixty surveys.
- Built a data readiness checklist that removed a full week from the average migration.
- Kept first year retention at ninety six percent for the accounts she personally launched.
Professional Experience
Customer Onboarding Specialist
Ridgeline Workforce Software, Boise, ID 2022 to present
Portfolio of twenty eight mid market customers, two hundred to two thousand employees each.
- Runs kickoff, configuration and testing to a written plan with named milestones and owners.
- Tracks activation milestones in Gainsight and flags any account that slips past day fourteen.
- Coordinates data migration with engineering and validates records before the first live payroll.
- Hands accounts to the success team with a written summary of open risks and adoption gaps.
Implementation Coordinator
Snake River Payments, Boise, ID 2020 to 2022
Merchant activation desk for a payment processor signing about eighty merchants a month.
- Guided merchants through account setup, terminal delivery and first transaction testing.
- Chased outstanding documents so activation was not held up at the final step.
- Answered setup questions in Zendesk with a same day first response.
Customer Support Representative
Sawtooth Staffing Group, Nampa, ID 2019 to 2020
Support line for a regional staffing firm placing light industrial workers.
- Handled scheduling, timesheet and pay questions for clients and temporary workers.
- Escalated pay discrepancies to payroll with the evidence already gathered.
Licensure and Certification
Gainsight Certified Associate, 2023
Certified Associate in Project Management, Project Management Institute, 2022
Education
Bachelor of Science in business administration, Boise State University, 2019
Core Skills
Onboarding plans · Time to first value · Data migration · Activation milestones · Gainsight · Salesforce Service Cloud · Jira · Customer training · Risk flagging · Adoption reporting