Customer Onboarding Specialist

Autodesk•Plano, TX

1d•Remote

About The Position

As an Onboarding Specialist focused on GCPay, your construction experience, industry knowledge, and strong software expertise will help customers successfully implement and adopt GCPay within their organizations. You will analyze existing invoicing, compliance, and payment workflows and guide customers in transforming these processes using GCPay. Working with key stakeholders—including project accountants, project managers, and controllers—you will help define new workflows, configure the platform, deliver training, and support customers through the onboarding process to ensure long-term success and adoption. You will play a critical role in helping customers scale standardized pay application and compliance processes across their portfolio. You will also collaborate closely with internal product and account teams, sharing feedback from real-world implementations and staying aligned with product enhancements and roadmap updates. You will report to a manager on the Onboarding team. This is a remote position with occasional travel based on internal events and customer needs.

Requirements

3+ years of experience in the construction or AEC industry, with exposure to accounting, project management, or subcontractor billing processes
Experience with subcontractor pay applications, lien waivers, and compliance tracking
General understanding of SaaS platforms and software implementation or onboarding processes
Strong communication and training skills, with the ability to explain technical concepts clearly
Ability to manage multiple customer engagements and priorities simultaneously
Experience with construction financial or project management systems (e.g., ERP systems like Sage, CMiC, Viewpoint, etc.)

Nice To Haves

Experience in construction accounting, project accounting, or project management, particularly with subcontractor billing and compliance workflows
Passionate about helping customers improve processes through technology and digital transformation
Can break down complex workflows into simple, actionable steps for a variety of audiences
Comfortable leading meetings, trainings, and presentations in both virtual and in-person environments
Highly organized and can manage multiple implementations at different stages simultaneously
Proactive, solution-oriented, and able to troubleshoot customer challenges effectively
Collaborates well across teams and builds strong relationships with both customers and internal stakeholders
Curious and motivated to continuously learn, improve, and stay current on industry trends and evolving workflows

Responsibilities

Lead end-to-end onboarding engagements for GCPay customers, including implementation planning, configuration, and training
Analyze customer workflows related to subcontractor invoicing, lien waivers, compliance tracking, and payment processes, and recommend best practices using GCPay
Configure customer environments including billing structures, approval workflows, compliance requirements, and user permissions
Guide customers through onboarding milestones, ensuring timely and successful go-live
Deliver role-based training for project accountants, project managers, subcontractors, and executives
Support customers in transitioning from manual or legacy systems to standardized digital workflows
Act as a trusted advisor, helping customers improve efficiency, reduce risk, and increase visibility into financial processes
Partner with internal teams to ensure a seamless customer experience
Stay current on GCPay functionality, enhancements, and construction industry best practices