Onboarding Specialist - SMB - Remote
Description
- Manage end-to-end customer onboarding across multiple products, including outreach, requirements gathering, and setup coordination.
- Tailor and configure customer-facing templates based on client inputs and business goals.
- Implement scheduling tools and CRM setups, including integration, configuration, training, and enablement.
- Serve as the primary point of contact for customers throughout the onboarding journey and provide responsive support.
- Troubleshoot technical issues and coordinate updates to live configurations as needed.
- Collaborate with teammates focused on integrations, scheduling, and CRM setup to deliver a seamless onboarding experience.
- Own the free-trial to paid conversion process to drive customer adoption.
- Help define the onboarding playbook and establish the team’s approach for the new solution.
- Seek out new knowledge and apply an exploratory mindset to AutoOps and Steer products.
Requirements
- 2+ years of experience in customer onboarding, customer success, or implementation support, ideally in a SaaS or digital tools environment.
- Experience managing a client-facing product or tool on behalf of customers, such as configuring, launching, or supporting a templated platform, dashboard, or embedded experience.
- Strong communication skills.
- Customer-first mindset.
- Ability to manage multiple onboarding projects at once with strong organization and follow-through.
- Proactive, resourceful, and ownership-driven approach.
- Experience with KPIs such as Time to Live and Time to Onboarding Complete.
- Experience with a CRM such as HubSpot, Salesforce, or similar tools.
- Experience onboarding and training on multiple products or modules.
- Experience with templated content platforms, CMS tools, or WYSIWYG editing is preferred.
- Exposure to scheduling or CRM tools is preferred.
- Comfort with technical troubleshooting or support escalation workflows is preferred.
- Experience in a high-volume environment with short onboarding cycles is preferred.
- Experience onboarding low-tech customers is preferred.
Benefits
- 100% remote work environment.
- Medical, dental, and vision insurance within 30 days.
- 100% employer-paid medical insurance.
- Equity package.
- Flexible PTO with a 15-day minimum.
- Generous parental leave.
- FSA and HSA options.
- 401(k) retirement plan.
- Growth and wellness stipend.
- WFH equipment provided.
- Opportunities for development and career growth. Apply tot his job Apply To this Job Apply To This Job
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