Onboarding Specialist

Job Summary

Guiding new customers through a seamless onboarding experience, the full-time remote Onboarding Specialist will lead onboarding sessions, translate advisory processes into Wealthbox configurations, and develop training resources to ensure customer success.

Key responsibilities

• Lead end-to-end onboarding for new customers, including kickoff calls and ongoing check-ins
• Translate complex advisory processes into streamlined Wealthbox configurations for customers
• Facilitate live training sessions tailored to client objectives and technical proficiency

Required qualifications

• 2+ years of experience in a customer-facing onboarding, implementation, or training role, preferably in a SaaS or technology company
• Proven ability to manage multiple onboarding engagements simultaneously while staying organized
• Experience facilitating live video sessions with confidence and professionalism
• Familiarity with CRM software or financial services technology is a strong plus
• Self-motivated with strong time management skills suited to a fully remote environment