Activation Consultant

OnBoard•Indianapolis, IN

8h•Remote

About The Position

The Activation Consultant delivers a structured, low-complexity onboarding experience for large and strategically important customers adopting OnBoard. The role helps customers get set up, configured, and enabled to achieve value quickly through standardized onboarding practices, clear project management, and effective training for administrators and end users. Working closely with Customer Success and internal stakeholders, the Activation Consultant guides customers through product setup, configuration, and adoption while maintaining consistency, scalability, and a strong customer experience. The role leads onboarding engagements, coordinates customer and internal participants, and helps customers adopt product workflows and features using a consultative, enablement-first approach. OnBoard is a board intelligence platform serving more than 5,000 organizations and 12,000 boards and committees in 60 countries. The company provides board management software to customers in higher education, nonprofit, healthcare, government, and enterprise business. The position is remote in the United States. The company describes its culture as inclusive and collaborative, with a commitment to giving back through Pledge 1%.

Requirements

2–4 years of experience in SaaS onboarding, implementation, customer success, consulting, training, or technical enablement.
Experience supporting customers through structured, repeatable onboarding processes; B2B SaaS experience is ideal.
Strong project management skills, including the ability to manage timelines, stakeholders, and deliverables.
Excellent written, verbal, and presentation skills, with comfort leading customer-facing training sessions and conversations.
Ability to translate customer needs into practical product configurations without custom development.
Highly organized and proactive, with the ability to work with multiple customers simultaneously.
Strong ability to drive product adoption and value realization.
Experience collaborating cross-functionally with Customer Success, Product, Account Management, Support, and Sales teams.
Proficiency with CRM and customer success tools such as Salesforce, ChurnZero, or similar.

Nice To Haves

Bachelor’s degree in business or a related field.
Experience working with large or complex organizations, especially those with multiple administrators or user groups.
Experience serving on a board or board committee, and/or board member certification.
Familiarity with Gong, Notion, ChatGPT, or similar tools.

Responsibilities

Lead end-to-end onboarding for new OnBoard customers, focusing on low-complexity implementations in large or multi-stakeholder organizations.
Configure the OnBoard platform according to defined customer requirements and established product best practices.
Deliver administrator and end-user training so customers are confident using the product at launch.
Guide customers through product setup, workflows, and feature adoption with a consultative, enablement-first approach.
Own onboarding project plans, timelines, milestones, and success criteria.
Serve as the primary onboarding project manager, coordinating activities across customer stakeholders and internal teams.
Manage multiple concurrent onboarding engagements while maintaining quality and predictable outcomes.
Identify risks to timelines or adoption proactively and take action to keep onboarding on track.
Partner with Customer Success Managers and Sales to align onboarding goals with long-term customer outcomes.
Serve as a trusted onboarding advisor, set expectations, and guide customers through change management during activation.
Facilitate onboarding touchpoints, status updates, and milestone reviews with customer teams.

Benefits

Fully remote work with company-provided equipment, including a laptop and software.
Medical and prescription drug plan options for US-based employees.
Dental and vision plan offerings.
Employer contribution to a Health Savings Account for employees participating in a High Deductible Healthcare Plan.
Medical and dependent care Flexible Spending Accounts.
Basic life insurance for US-based employees.
Short- and long-term disability and Accidental Death and Dismemberment benefits at no cost to US-based employees.
401(k) retirement savings plan with automatic enrollment after 60 days of employment and a company match of up to 4%.
Paid time off and holidays.
Canadian employee benefits include employer-paid life and accidental death insurance, a Health Care Spending Account contribution, dependent and optional life insurance, LTD insurance, drug and paramedical coverage, dental and vision insurance, and an Employee Assistance Program.
Australian employee benefits include a 12% superannuation rate and a monthly AUD $400 stipend toward private medical insurance.
UK employee benefits include a pension with an 8% employer contribution, private medical insurance, life assurance, income protection, critical illness cover, Employee Assistance Programme, Serious Illness Benefit, Help@Hand, and Cashplan.