Customer Onboarding Specialist

Job Summary

A company is looking for a Customer Onboarding Specialist to guide new providers through an efficient onboarding experience.

Key Responsibilities

• Serve as the primary point of contact for new customers during the onboarding process
• Conduct live training sessions and assist with data imports and migrations
• Monitor onboarding milestones and ensure all system configurations are implemented prior to launch

Required Qualifications

• 2+ years of experience in an onboarding role
• 2+ years of experience with SaaS platforms
• Experience with data imports and troubleshooting technical issues
• Ability to manage multiple onboarding projects simultaneously
• Team-oriented with a willingness to support others