Onboarding Specialist I

Boulevard

2d•Remote

About The Position

The Onboarding Specialist I is responsible for coordinating and executing customer onboarding projects from contract signature through successful activation. This role serves as the primary day-to-day project coordinator for customers during onboarding, helping ensure projects remain organized, on track, and aligned to onboarding milestones. This role will work across a range of customers to deliver a tailored onboarding experience based on their industry, size, and needs. This role is ideal for individuals who are highly organized, customer-focused, and motivated to develop strong project management and implementation skills within a SaaS environment. The Onboarding Specialist I works within established onboarding processes and operational frameworks to support successful customer outcomes, maintain project momentum, and deliver a consistent onboarding experience. This role partners closely with Sales, Product, Engineering, Customer Success, Education, and Support teams to help customers successfully launch on Boulevard.

Requirements

1–3 years of experience in customer onboarding, project coordination, implementation, customer success, or account management roles.
Strong organizational and time management skills with attention to detail.
Ability to manage multiple projects and competing priorities simultaneously.
Strong written and verbal communication skills.
Ability to build customer relationships while maintaining professionalism and accountability.
Comfortable working within structured processes, timelines, and operational expectations.
Strong follow-through and ownership mindset.
Ability to identify problems, ask questions, and escalate issues appropriately.
Technical aptitude and ability to learn SaaS onboarding workflows, system configurations, and operational processes.
Willingness to learn and develop project management, customer management, and onboarding expertise.

Nice To Haves

Experience in SaaS onboarding or software implementations
Experience using Salesforce, GuideCX, or similar CRM/project management platforms
Experience within wellness, healthcare, med spa, salon, or service-based industries
Experience managing customer-facing projects or timelines

Responsibilities

Manage customer onboarding projects from kickoff through activation using established onboarding processes and implementation standards.
Serve as the primary customer contact throughout onboarding, maintaining consistent communication and strong customer experience standards.
Coordinate onboarding project plans, timelines, milestones, and customer deliverables.
Help maintain customer momentum by following up on action items, reinforcing timelines, and driving milestone completion.
Track onboarding progress and maintain accurate project documentation across Salesforce, GuideCX, and operational systems.
Support onboarding quality by coordinating configuration tasks, data collection, testing activities, and launch readiness preparation.
Identify project risks, delays, or blockers early and escalate concerns appropriately.
Partner cross-functionally with Sales, Product, Engineering, Data Migration, Support, Education, and Customer Success teams to help resolve customer needs and onboarding dependencies.
Maintain strong organizational discipline across a portfolio of onboarding projects while balancing competing priorities.
Contribute ideas and feedback to improve onboarding processes, customer experience, and operational efficiency.
Participate in onboarding enablement, coaching, and continuous learning opportunities.