CRM Onboarding Specialist

Kaseya Careers

4d • Remote

About The Position

We’re hiring a CRM Onboarding Specialist to onboard MSP clients into MSP Success PRO, a digital offering that includes a website + SEO package (Vendasta) and a CRM package (Keap). You’ll lead clients through configuration, training, and adoption with a high-touch, outcome-driven approach.
This is a performance-driven role for someone who cares about the client journey and balances empathy with clear expectations and strong follow-through.

Requirements

• 2 to 3 years in onboarding, implementation, customer success, or CRM support
• Strong CRM knowledge (pipelines, automations, segmentation, campaigns, contacts, integrations); KEAP a plus
• Confident leading calls and trainings with business owners and teams
• Organized and comfortable managing multiple onboardings
• Client-first, accountable, and able to balance empathy with execution
• Strong team collaboration: you work well across departments, communicate openly, share knowledge, and support teammates to deliver a seamless client experience

Responsibilities

• Lead live virtual onboarding sessions and guide clients through setup, configuration, and launch steps
• Deliver clear training and resources to drive adoption
• Manage onboarding plans, timelines, and proactive communication
• Respond to client tickets with timely, high-quality support and provide coverage as needed
• Troubleshoot issues, identify blockers early, and coordinate with internal teams
• Focus on long-term outcomes (not checklist onboarding) and contribute to playbook/SOP improvements

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees