Senior Onboarding Project Specialist

Job Summary

Owning the onboarding process for new customers, the full-time Senior Onboarding Project Specialist will manage multiple onboarding projects simultaneously, ensuring timely configuration and enablement while enhancing the overall customer experience in a remote setting.

Key Responsibilities

• Own the sales-to-CS handoff by reviewing configuration materials and resolving gaps before onboarding begins
• Manage onboarding projects with defined plans, milestones, and target dates, tracking progress and flagging risks
• Coordinate account configuration and lead setup reviews with customers to ensure accurate onboarding before enablement sessions

Required Qualifications

• 4+ years of experience in customer onboarding, implementation, or project management in a B2B SaaS or technology environment
• Proven ability to manage multiple concurrent projects with distinct timelines and stakeholders
• Strong organizational skills with a track record of maintaining clear communication and follow-through
• Technical aptitude for learning and configuring SaaS platforms, with familiarity in tools like Salesforce and Notion
• Experience using AI tools to enhance efficiency in onboarding processes