Onboarding Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteTeam 11-50Since 2023Company SiteLinkedIn

Location

United States

Posted

17 days ago

Salary

Not specified

5 yrs expEnglish

Job Description

• Own the onboarding process for new customers from kickoff through go-live • Lead onboarding calls, configure customer environments, and guide customers through CRM integrations • Ensure customers are properly set up signals and workflows • Partner with customers’ RevOps and Sales stakeholders to align onboarding configuration to real-world sales processes • Drive customers to clear onboarding completion criteria and go-live • Identify onboarding risks early and proactively resolve blockers • Serve as first point of contact for customer questions and issues • Troubleshoot product usage, configuration questions, and basic technical issues • Triage and escalate product bugs or complex issues to Engineering • Maintain clear communication with customers on issue status and resolution • Collaborate with CSMs to drive proactive support motions to anticipate and mitigate issues affecting onboarding • Document onboarding workflows, common issues, and best practices • Contribute to onboarding guides, templates, and customer-facing documentation • Identify recurring onboarding and support friction points and propose improvements • Partner with Engineering to inform self-service and scaled onboarding motions

Job Requirements

  • 2-5 years of experience in SaaS environment (ideally time spent in sales/solution engineering or revenue operations)
  • Process and outcomes ownership. Must be comfortable owning the customer onboarding outcomes and the process iterations to improve the speed to value
  • Revenue-fluent: you understand sales processes, CRM systems, and how revenue teams operate
  • Technically curious and able to quickly learn new systems and workflows (deep engineering expertise not required)
  • Comfortable directing customer-facing onboarding experience and sessions
  • Tailor presentations and sessions to the appropriate audience – from executive stakeholders to solution administrators

Benefits

  • Do Your life's work: Our mission is to improve government, benefitting every citizen
  • AI-First: Work at the intersection of AI, programmatic marketing, and data-driven growth
  • Backed by top investors: Join a highly ambitious, well-funded startup
  • Driving Innovation in Public-Sector Engagement: Own and execute innovative, high-impact projects that redefine how businesses engage with public-sector opportunities
  • Personal Growth: You’ll be challenged every day; your growth will come in dog years

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