Onboarding Specialist

Job Summary

Managing a portfolio of customer onboarding projects, the full-time Onboarding Specialist will oversee successful implementations from post-sale handoff through training and launch, ensuring clients effectively adopt PracticeTek solutions in a remote work environment.

Key responsibilities

• Own successful customer implementations, managing onboarding projects and ensuring clients are prepared to adopt solutions
• Drive the onboarding project plan by establishing goals, timelines, and maintaining clear documentation
• Lead customer communication, serving as the primary point of contact and translating customer needs into actionable plans

Required qualifications

• 4+ years of relevant customer-facing experience in software onboarding, implementation, or project management within a SaaS environment
• Demonstrated ability to manage multiple customer projects simultaneously with accountability for timelines and deliverables
• Strong project-management and organizational skills, including establishing plans and accountability across workstreams
• Proficiency in using CRM and project-management tools, with the ability to quickly learn new software and workflows
• Experience leading customer meetings and managing expectations with both technical and non-technical stakeholders