Onboarding Specialist - Remote

Overview

We are seeking a highly motivated and detail-oriented Onboarding Specialist to join our dynamic team. The ideal candidate will have a strong background in client onboarding and accounts payable processes, as well as excellent project management skills. As an Onboarding Specialist, you will be responsible for guiding new Mid-Market clients through the implementation and adoption of our accounts payable software, ensuring a smooth and successful transition.

In Short

• Lead and manage the end-to-end onboarding process for Mid Market clients.
• Serve as the primary contact for clients during the onboarding phase.
• Work with clients to understand their unique needs and configure solutions.
• Conduct comprehensive training sessions for clients.
• Oversee project timelines and manage resources.
• Partner with cross-functional teams for a cohesive onboarding experience.
• Maintain accurate records of onboarding progress and client interactions.
• Assist clients in managing organizational change related to new technologies.

Requirements

• 2-4 years of experience in client onboarding or customer success in a SaaS environment.
• Strong understanding of Mid Market business needs and challenges.
• Excellent communication and interpersonal skills.
• Proven ability to manage multiple projects simultaneously.
• Working knowledge of CRM tools, preferably Salesforce.
• Analytical mindset with a problem-solving attitude.

Benefits

• Work from home in a remote-first environment.
• Competitive salary based on skills & experience.
• Medical, Dental, Vision and other Company-Subsidized Benefits.
• Employer sponsored 401(k) with company match.
• Paid Time Off and encouragement to use it.
• Annual company retreats.
• Promote from within philosophy.
• Opportunity to work in a growing team and startup environment.
• Commitment to a diverse and inclusive workforce.
• Leaders with a people-first approach.