Justina Greer
Customer Onboarding Specialist | Client Delivery Consultant | Passionate About Helping Users Succeed
- Role
- Onboarding Specialist at brightwheel
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Justina Greer
I specialize in the \"missing link\" between a signed contract and a happy, active client. With 4+ years of experience across high-growth SaaS and enterprise environments, I bridge the gap between Sales, Legal, and Product to ensure account activation isn\'t just fast—it’s seamless.Currently at Brightwheel, I manage the end-to-end onboarding journey for SMB clients, where I’ve maintained a 102% on-time activation rate. I thrive on untangling complex document pipelines and migrating sensitive financial data with 100% integrity.Whether it\'s optimizing CRM workflows in Salesforce or developing playbooks that reduce support tickets, my goal is always the same: removing friction so customers can find value on Day 1.Core Strengths:Onboarding Strategy: Account Configuration, Pipeline Management, & Resource Allocation.Technical Excellence: Salesforce Certified Admin, Tableau, & CRM Optimization.Cross-Functional Leadership: Aligning Sales, Finance, and Legal for rapid deployment.
Experience
Onboarding Specialist
Apr 2025 — Present · San Francisco, CA, US
Guide childcare centers through successful implementation of Brightwheel’s platformProvide expert training and support to ensure seamless adoption of BrightwheelPrioritize strategic actions to drive customer success and engagementTroubleshoot technical and usage issues with strong critical thinking skillsA strong, polished bullet point that fits an onboarding or résumé-style section for a Brightwheel role could be:• Facilitate seamless screen‑sharing and mobile‑to‑desktop training sessions, ensuring staff could confidently navigate Brightwheel’s platform across devices.
Education
University of Mississippi
Bachelor of Arts - BA, Political Science and Government
2012 — 2017
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