Scaled Onboarding Specialist
Job Summary
Guiding new customers through a fast, high-quality onboarding experience, the full-time Scaled Onboarding Specialist will manage onboarding conversations across Spend & Expense and AP/AR, ensuring quick setup and early product adoption in a remote-first environment.
Key responsibilities
- Meet with newly signed customers to guide them through onboarding and drive activation during calls
- Deliver a high-quality onboarding experience that prioritizes speed, simplicity, and customer confidence
- Support customers with basic setup, accounting software integrations, and understanding key setup requirements
Required qualifications
- 2+ years of customer-facing experience in onboarding, implementation, account management, or customer success
- A bachelor's degree
- Experience in a fast-paced environment with a strong focus on customer experience
- Strong communication skills and the ability to build trust quickly with customers
- Experience in SaaS, fintech, or financial software is preferred
Complete Job Description
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