Customer Onboarding Specialist

Job Summary

Guiding new customers through a smooth onboarding process, the full-time Customer Onboarding Specialist will manage client relationships, configure the platform, and train users remotely while ensuring they derive maximum value from the software.

Key responsibilities

• Own the onboarding relationship for each customer, understanding their workflows and goals while keeping implementation on schedule
• Configure the platform and set up integrations to ensure users and organizations are fully operational
• Train customers on effective usage of the platform, covering features, workflows, and best practices

Required qualifications

• Experience in customer onboarding, implementation, solutions consulting, or technical account management
• Tech-savvy with a quick learning ability for new software and comfortable with API concepts and integration workflows
• Clear communicator capable of explaining technical concepts to non-technical audiences
• Proficient with AI productivity tools
• Experience in Salesforce or a similar CRM