Onboarding Specialist

Job Summary

A company is looking for an Onboarding Specialist to facilitate the onboarding process for high-revenue prospective customers.

Key Responsibilities

• Partner with Account Executives to ensure a seamless onboarding experience for new accounts
• Manage the end-to-end onboarding process, including data transfer, payments setup, and team member onboarding
• Serve as the primary contact for customers, managing timelines and resolving any technical challenges

Required Qualifications

• 1-2+ years of experience in onboarding, implementation, customer success, or a related customer-facing role, preferably in SaaS
• Proven ability to manage multiple onboarding engagements simultaneously
• Strong collaboration skills with Sales teams, especially Account Executives
• Comfort with technical workflows such as data migration and system configuration
• Experience with CRM and customer tools (e.g., HubSpot, Salesforce)