Onboarding Specialist

Job Summary

Owning the full onboarding experience, the full-time remote Onboarding Specialist will integrate new customers into the platform through technical guidance, training, and support, ensuring successful launch and operation of their business.

Key responsibilities

• Manage account timelines and customer milestones from handoff through launch
• Deliver tailored customer training via phone, video, and in-person channels
• Conduct post-launch check-ins to validate operational readiness and drive product adoption

Required qualifications

• 1-2 years of experience in a KPI and SLA-driven environment, preferably in a SaaS company
• Proven ability to manage a full pipeline of customer accounts through an entire project lifecycle
• Proficiency with Salesforce, Microsoft Office, Google Suite, and Slack
• Customer-first mindset with strong problem-solving skills
• Experience in onboarding, implementation, or customer success is a plus