Onboarding Specialist - Remote

Overview

The Onboarding Specialist is responsible for leading and executing the customer onboarding experience, ensuring new customers successfully implement and adopt the platform.

In Short

• Guide new customers through the full onboarding lifecycle.
• Serve as the primary point of contact during onboarding.
• Partner with customers to define goals and success metrics.
• Conduct detailed product walkthroughs and share best practices.
• Address customer questions and challenges in a timely manner.
• Collaborate with internal teams to resolve technical issues.
• Continuously evaluate and optimize onboarding workflows.
• Track onboarding progress and monitor metrics.
• Provide regular reporting and updates to leadership.
• Support additional projects and initiatives as needed.

Requirements

• 5+ years of experience in SaaS onboarding or implementation.
• 4+ years in customer-facing roles.
• Proven ability to lead process improvement initiatives.
• Strong project management skills.
• Exceptional written and verbal communication skills.
• Customer-first mindset with strong problem-solving abilities.
• Experience in fast-paced, high-growth environments.
• Familiarity with tools such as HubSpot and Slack.

Benefits

• Competitive salary range of $65,000–$90,000 plus benefits.
• Health insurance, 401(k), and paid time off.
• Collaborative and supportive team environment.
• Opportunities for growth and professional development.
• Ability to make a meaningful impact at a growing SaaS company.