Onboarding Specialist I

M3•Lawrenceville, GA

14h

About The Position

The Onboarding Specialist I is an entry-level role responsible for coordinating and executing customer implementation projects. This position ensures a seamless transition from Sales to Implementation by managing timelines, communicating status updates, and supporting customer readiness. The Onboarding Specialist I develops foundational knowledge of onboarding processes and plays a key role in ensuring a positive customer experience through accurate execution and collaboration.

Requirements

0–3 years of experience in customer onboarding, project coordination, or a related field.
Proficiency in Microsoft Excel and project tracking tools.
Strong communication and time management skills.

Nice To Haves

Bachelor’s degree in business, Accounting, Hospitality, Information Systems, or a related discipline preferred.
Familiarity with implementation or customer success environments in SaaS or service industries preferred.

Responsibilities

Coordinate onboarding activities and manage project timelines under the supervision of senior team members.
Serve as the primary point of contact for customers throughout the onboarding lifecycle, providing clear communication on deliverables, timelines, and expectations.
Assist in scheduling, documentation, and milestone tracking using project management tools.
Collaborate with Configuration, Training, Projects and Support teams to align onboarding activities with overall project objectives.
Identify and escalate project risks, delays, or resource needs in a timely manner.
Contribute to the development and improvement of onboarding documentation and templates.
Participate in continuing education opportunities to enhance product knowledge and customer support capabilities.
Maintain clear, professional communication with internal and external stakeholders throughout the onboarding process.
Participate in process improvement initiatives to enhance customer satisfaction and onboarding efficiency.
Demonstrate professionalism, organization, and a customer-first mindset in all interactions.
Maintain confidentiality regarding customer and company data.
Other duties as assigned.