Customer Onboarding Specialist

Contractor Staffing Source•Nashville, TN

2d•Remote

About The Position

We are a software company that helps businesses manage operations, onboarding, and customer workflows. We are seeking a Customer Onboarding Specialist to guide customers through the activation period and set them up for success from day one. This role blends technical onboarding, customer communication, coordination, and project ownership. You will manage multiple customer activations simultaneously, collaborate with internal teams, and ensure each account progresses through setup smoothly, accurately, and on schedule. This role is ideal for someone who is organized, customer-focused, and comfortable balancing process management with a high-quality onboarding experience. As a Customer Onboarding Specialist , you will own customer implementations during the activation phase and serve as a primary point of contact throughout onboarding. You'll help new customers navigate setup, understand next steps, and begin using the platform effectively. When working remotely, you will manage onboarding timelines, coordinate with internal stakeholders, and ensure customers are progressing successfully through implementation. This position is well-suited for someone who thrives in a structured, customer-facing environment and can manage multiple projects while maintaining a high level of service and attention to detail. This role offers the opportunity to help customers quickly realize value from a platform designed to support how they run and grow their business. It sits at the intersection of customer experience, process execution, and product adoption--making it a strong fit for someone who enjoys helping customers succeed while keeping complex onboarding processes organized and on track. We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.

Requirements

Experience in implementation, onboarding, customer success, project coordination, or similar roles
Strong interpersonal skills and ability to guide customers through structured processes
Comfortable working with data, systems, and setup-related tasks
Highly organized with strong time management and follow-through
Ability to manage multiple accounts and deadlines at once
Strong communication and cross-functional collaboration skills
Coachable, adaptable, and solutions-oriented