Customer Onboarding Specialist

Ubeya • New York, NY

2d

About The Position

We are seeking a Customer Onboarding Specialist to serve as a primary coordinator and product expert within our Customer Success organization. In this implementation-focused role, you will collaborate with clients to manage their journey from post-sale to active usage, ensuring our platform is effectively configured and integrated into their daily operations to drive early success.
The ideal candidate is a proactive communicator who excels at task management and project coordination. You will be responsible for accelerating go-live timelines by assisting clients with platform setup, providing standard technical guidance, and ensuring a smooth transition for our partners.

Requirements

• 2+ years in customer-facing roles, implementation, or technical support, preferably within a SaaS environment.
• Strong verbal and written communication skills with the ability to manage multiple projects simultaneously and meet deadlines.
• Comfortable working with software integrations, data mapping, and basic technical configurations to solve client problems.
• A team player who can work across departments to ensure client success and contribute to internal process improvements.

Nice To Haves

• Familiarity with Customer Success platforms / CRM platforms (e.g. Gainsight, Totango, ChurnZero, Salesforce, HubSpot).
• Experience with data mapping, CSV imports, or basic knowledge of APIs and webhooks.
• Project Management certification (e.g., PMP, CAPM) is a plus.

Responsibilities

• Execute the onboarding process for new accounts, ensuring all milestones are met and the client is successfully set up on the Ubeya platform.
• Facilitate client kick-off meetings and regular status updates to keep projects on track and maintain clear communication with all stakeholders.
• Support user adoption by identifying potential roadblocks and providing practical solutions to ensure teams are comfortable using the platform.
• Conduct formal hand-off reviews to transition fully onboarded, healthy clients over to their dedicated Customer Success Manager (CSM).
• Guide clients through standard setup and best practices to optimize their workflows within the platform.
• Deliver training sessions and create resources that help clients realize the value of the solution quickly and efficiently.
• Consult with clients on best practices to integrate our solution seamlessly into their existing workflows.
• Assist with standard software integrations and data imports, ensuring clean synchronization between Ubeya and client HRIS or CRM systems.
• Troubleshoot technical issues during the implementation phase and coordinate with the product team to resolve complex queries.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed