Scaled Onboarding Specialist

Job Summary

Guiding new customers through a fast, high-quality onboarding experience, the full-time Scaled Onboarding Specialist will support clients in both Spend & Expense and AP/AR, ensuring swift setup and activation while working remotely.

Key responsibilities

• Manage onboarding conversations with newly signed customers, driving activation during calls
• Deliver a high-quality onboarding experience focused on speed, simplicity, and customer confidence
• Educate customers on best practices, core workflows, and assist with accounting software integrations

Required qualifications

• 2+ years of customer-facing experience in onboarding, implementation, or customer success roles
• A bachelor's degree
• Experience in a fast-paced environment with a strong focus on customer experience
• Strong organizational skills and attention to detail in managing customer interactions
• Familiarity with AP, spend management, or financial software is a plus