Onboarding Success Specialist

Job Summary

A company is looking for an Onboarding Specialist for SMB, remote position.

Key Responsibilities

• Manage the end-to-end onboarding of customers, including outreach, requirements gathering, and setup coordination
• Tailor and configure customer-facing templates based on client inputs and business goals
• Serve as the primary point of contact for customers throughout their onboarding journey, delivering high-touch support

Required Qualifications

• 2+ years of experience in customer onboarding, customer success, or implementation support in a SaaS environment
• Experience managing a client-facing product or tool on behalf of customers
• Proactive, resourceful, and ownership-driven mindset
• Experience with KPIs, including Time to Live and Time to Onboarding Complete
• Experience with a CRM such as Hubspot or Salesforce